You can use the Dropbox Sign and Procore integration to send project documents for electronic signature. You can also create new documents within Procore and then send them to recipients via the integration. When the forms are completed and returned, they’ll automatically save back into Procore.
Features included in the integration
Use templates to create your documents
You can start with a template within Procore to create your document, or you can make a new document.
Send email notifications automatically
When you create and send a form with the Dropbox Sign and Procore integration, the recipient is automatically notified via email that they have a document to sign.
See the status of the documents you’ve sent
You can see the status of the documents you send, so that the signer can be reminded to complete them if needed.
How to get the integration
To get the Dropbox Sign and Procore integration, you need to email sales@shakeit.ai. Be sure to include the following information:
- Do you already have a Procore subscription?
- Do you already have a Dropbox Sign subscription?
