Procore Subcontract Agreements & E-Signature
Powerful Document Automation & Signing for Procore
Procore subcontract agreements, created and signed from a new subcontract
Works through Zapier. DocsAutomator has no native Procore connection; this page shows only the routes that run today.
Some of the teams / institutions automating and signing their documents with DocsAutomator:
Contracts and agreements, created and signed with DocsAutomator
Some examples of our customers and the documents they automate and sign daily
AcceptedCustomers accept quotes and change orders in one tap, so work starts sooner.
Quotes · Estimates · Order confirmations · Change orders
SignedAgreements go out from your records and come back signed.
Service agreements · Leases · NDAs · Engagement letters
AcceptedCustomers accept finished work and deliveries on their phone, on the spot.
Work orders · Delivery notes · Inspection reports · Purchase orders
SignedNew hires, clients and students sign their paperwork before day one.
Employment contracts · Offer letters · Enrollment forms · Letters of authority
Strong reasons for choosing DocsAutomator to automate & sign your Procore documents
All you need to effortlessly automate and sign your documents
The agreement for every new subcontract
This page covers that one job. The new subcontract starts the document, its fields fill your company's own Word template, the subcontractor signs on any device, and the signed PDF goes into a folder of the project's Documents tool.
Procore can send a subcontract for signature with DocuSign when your company has a DocuSign account. DocsAutomator needs no DocuSign account and no seat for the people who sign.
Describe it, the AI agent builds it
Tell it what you need. It drafts the template, connects your data, sets up signing and runs a test. No setup screens.
Bring your own AI agent
Connect Claude, ChatGPT, or your own agent. It creates and sends documents within the limits and approvals you set.
Your own Google Docs, Word or PDF templates
Keep writing your documents where you write them. DocsAutomator fills the placeholders.
Line items and nested tables
Invoices, quotes and any itemized list, straight from your data.
Conditional content
Sections, styling and images that show or hide based on the data.
Preview mode
Unlimited previews until you're happy – no wasted credits on testing.
E-signatures, sent automatically
Legally binding, with a full audit trail. Nobody chases anyone.
One-click acceptance for quotes
Your client accepts with one click. Recorded, no signature ceremony.
Signed or accepted copies delivered and filed automatically
Every finished document is emailed and saved back to your Airtable, Notion, sheet, or Drive folder.
Start automating & signing in minutes!
Set up in minutes, save weeks of work
Three steps from your subcontract to a signed document
Create a Google Docs or Word template
Map Data & Preview
Connect Procore
Step by Step Implementation Guide
Start automating & signing in minutes!
One subcontract, one template, one signed agreement
The subcontract agreement below was created by DocsAutomator from the example subcontract and signed on a test page. All names and amounts are fictional.
1. The subcontract in Procore
- Draft
- Out for Bid
- Out for Signature
- Approved
- Complete
- Project
- Riverside Medical Office, Phase 2
- Contract Company
- Voltline Electric Co.
- Start Date
- 11/09/2026
- Estimated Completion Date
- 03/26/2027
- Default Retainage
- 10%
- Executed
- No
| Description | Amount |
|---|---|
| Rough-in, levels 1 and 2 | $94,000.00 |
| Panels and switchgear | $56,400.00 |
| Fixtures and trim | $36,000.00 |
| Total | $186,400.00 |
2. Your template
3. The signed document
One way to connect Procore today
Works through Zapier
Zapier
The new subcontract starts the agreement without a click.
- In DocsAutomator, create an automation with your subcontract agreement and turn on signing. Set the signer's email to a placeholder such as {{subcontractor_email}}.
- In Zapier, use the Procore trigger "New Subcontract" and choose the company and the project. It is instant.
- Add the DocsAutomator action "Create Document" and map the fields of the subcontract to the placeholders.
- Turn the Zap on. The subcontractor gets the signing link by email.
This Zap has two steps, so it runs on a free Zapier account. The trigger is set per project, so each project needs its own Zap.
What does not exist today
We list only routes that run.
- Make has a community app for Procore without modules for commitments or contracts.
- n8n has no Procore node.
- Procore has no connector for Claude or ChatGPT.
The signed PDF in the project's Documents tool
When the subcontractor has signed, DocsAutomator seals the PDF, adds a certificate page with the audit trail, and sends a completion email with a link to the PDF.
DocsAutomator also sends a notification with the link to the signed PDF to a web address you choose. To know which subcontract a finished document belongs to, put the subcontract ID into the document name (for example Subcontract Agreement {{subcontract_id}}); the completion webhook returns that name. A second Zap receives it, files the PDF with the Procore action "Create Document" in a folder of the project, and uses "Update Subcontract" to set the status, the Executed box and the Signed Contract Received Date.
Within a single Zap you need no webhook for the generated PDF: the DocsAutomator step returns its link, so the next step can update the subcontract from the trigger step.
Receiving that notification in Zapier needs a paid Zapier plan.
What to know before you start
Zapier starts when a subcontract is created, in any status. There is no trigger for a status such as Approved or Out for Signature. Create the subcontract when its terms are final, or add a filter on the status at creation.
The signed PDF goes into the Documents tool. We have not confirmed that Zapier can add it to the Attachments field of the subcontract itself.
What it costs
Questions about Procore and DocsAutomator
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Customer Voices
Don't take our word for it. Here's what our customers say about us:
I find this tool really great! Very rich, and so easy to use! the parameters are numerous and very well detailed. Preview mode allows you to immediately see our changes.I use Docsautomator for my training institute managed by Airtable.
Fred de Artistepro
I had a complex process with Airtable and Fillout I was trying to work out and an Airtable consultant told me about DocsAutomator as a much better alternative to Airtable's Page Designer for external documents. She also said Rupert was very helpful.
Sabrina Allison
DocsAutomator have helped me creating super complex documents which I had no clue how to create these with other tools as Zapier or Make.com. I have never been helped so quickly. I'm currently recommending this tool to all of my friends.
Stefan
We have been using Airtable for a few years now and it has become our one source of truth. DocsAutomator has made this work for us by providing us with the ability to create documents in seconds instead of minutes or even hours. Game changer.
Jorge Peña
SVP, Delivery Operations, ZAGA.
DocsAutomator has helped our company tremendously with invoice issuing automation. We use Airtable and built-in extensions there have many limitations that prevented us from creating beautiful informative invoices.
Viktor Ivanov
CEO, ViktorLaw
I have been using DocAutomator for about 2 weeks now and it is fantastic! Very easy to set up the configuration between Google Docs, Airtable, and DocAutomator.
Jason Wilson
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