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Dropbox Sign for Autodesk Construction Cloud (ACC)

Updated: 5 days ago

A Better Dropbox Sign eSignature Solution for Autodesk Construction Cloud - Supplied, Configured and Supported by Shake IT

Construction projects move fast. Contracts, change orders, payment applications and supplier agreements shouldn't be slowed down because documents are waiting for signatures. Dropbox Sign for Autodesk, supported by Shake IT.


The good news for Autodesk Construction Cloud users is that Autodesk Build now provides native integration with Dropbox Sign, allowing construction teams to incorporate electronic signatures directly into Autodesk Cost Management workflows.

Dropbox Sign joins DocuSign, Adobe Sign and SignNow as one of the eSignature providers supported by Autodesk. The integration enables documents to be prepared in Autodesk, sent for signature and, once completed, returned to the appropriate Autodesk record. (Autodesk Help)


But choosing the technology is only part of the equation.

You still need the right Dropbox Sign subscription, the right account structure, correctly configured Autodesk document templates and a signature process that matches the way your business actually operates.


That's where Shake IT comes in.

Shake IT is a specialist Dropbox Sign reseller with extensive experience delivering eSignature solutions for the construction industry. Building on our work with Dropbox Sign for Procore, we can now help Autodesk Construction Cloud customers implement Dropbox Sign for Autodesk.


Why Dropbox Sign + Autodesk?

Autodesk Construction Cloud is already where construction teams manage projects, costs, contracts and project documentation.

Adding Dropbox Sign allows the signature process to become another part of that workflow rather than a separate administrative process.

Within Autodesk Build Cost Management, Autodesk supports eSignature workflows for areas including supplier contracts, change orders and payment applications. Documents can be generated from Autodesk templates, prepared for signature and sent through the configured eSignature provider. Autodesk can then track the process and store the executed document against the relevant record. (Autodesk Help)


The result is a much simpler process:


Prepare, send, sign, track, execute, store infographic
End-to-end eSignature workflow with Dropbox Sign

Less downloading, Less emailing, Less chasing, Less opportunity for the wrong version of a contract to end up being signed. And most importantly, your executed agreements remain connected to the construction process that created them.


Dropbox Sign Is Natively Supported by Autodesk Construction Cloud (ACC)

Unlike our Dropbox Sign for Procore solution, where Shake IT developed the integration itself, Autodesk provides the integration with Dropbox Sign natively within Autodesk Construction Cloud.


Shake IT helps you get the most out of the native Autodesk capability.

Autodesk allows administrators to select Dropbox Sign as their eSignature provider and configure how Dropbox Sign accounts are used across their Autodesk environment. Autodesk supports account-wide shared accounts, project-wide shared accounts and individual user authentication models. (Autodesk Help)


Choosing between those models can have a significant impact on how easy the solution is to administer — and potentially on the Dropbox Sign licensing model you need.

That is one of the first areas where Shake IT can help.


More Than Just a Dropbox Sign License

Buying an eSignature subscription is easy. Working out which subscription you actually need and how it should be configured for Autodesk can be more complicated.

Shake IT can work with your Autodesk and commercial teams to understand:

  • How many people actually need to send signature requests

  • How many signature requests your organization generates

  • Whether you need centralized or individual Dropbox Sign accounts

  • Your contract and approval workflows

  • Your document templates

  • Your signer requirements

  • Security and authentication requirements

  • Existing DocuSign, Adobe Sign or other eSignature commitments

  • Expected growth in signature volumes

We can then recommend and supply the Dropbox Sign subscription that best matches the way you use Autodesk. Leanr more about our packages and pricing: Dropbox Sign Pricing Made Simple | Flexible Plans for Procore and Greenhouse


Our goal is simple:

Dropbox Sign made simple. Transparent pricing. Flexible packages. No surprises.


Shake IT Can Configure Dropbox Sign for Autodesk

Autodesk has done the hard work of integrating eSignature into Cost Management.

Shake IT can help you configure it correctly.


Our Dropbox Sign for Autodesk implementation services can include:

  1. Autodesk eSignature Configuration -

    We can assist with configuring Dropbox Sign as your Autodesk eSignature provider and advise on whether to use an account-wide, project-wide or individual account model.

  2. Dropbox Sign Account Configuration

    We can configure your Dropbox Sign environment, users, teams, branding, security and administrative settings to suit your organization.

  3. Document Template Configuration

    One of the most important parts of a successful implementation is getting your document templates right. Autodesk's Dropbox Sign workflow uses Dropbox Sign Text Tags embedded within document templates to define signature and other signer fields. Autodesk then detects these tags when generating documents for signature. Shake IT has extensive experience working with Dropbox Sign text tags through our Dropbox Sign for Procore implementations. We can help modify existing construction templates so that signatures, names, dates, initials and other information appear exactly where they need to.

  4. Signer and Workflow Configuration

    Autodesk supports signer sequencing, CC recipients, signature reminders, expiration settings and other controls within the eSignature workflow. For Dropbox Sign, Autodesk supports up to ten mapped signers on a configured template. Shake IT can help configure these processes around the way your project and commercial teams work.

  5. Testing and Deployment

    Before going live, we can test representative contracts and signature scenarios with your team to make sure documents generate, route, execute and return to Autodesk correctly.


    Then we can help roll the solution out across your Autodesk projects.


Migrating from DocuSign to Dropbox Sign?

Already using DocuSign with Autodesk?

That doesn't mean you need to stay there forever.

Because Autodesk supports multiple eSignature providers, organizations have an opportunity to review whether their existing solution still represents the best fit commercially and operationally.


Shake IT can help you assess and plan a migration from:

  • DocuSign

  • Adobe Acrobat Sign

  • SignNow

or other standalone eSignature processes.


A migration isn't simply about replacing one subscription with another. We can review your existing users, workflows, envelopes, templates, signer roles and business processes and determine how they should be implemented using Dropbox Sign and Autodesk. Where necessary, we can rebuild or adapt your existing document templates using Dropbox Sign text tags and help test the new workflow before your existing eSignature service is retired. The objective is to make the transition as seamless as possible for your project teams.


An Opportunity to Reduce eSignature Costs

Many organizations originally adopted enterprise eSignature platforms because there were few alternatives. That market has changed. Dropbox Sign provides a powerful, mature eSignature platform with flexible licensing options and Autodesk now provides the integration directly.

For an Autodesk customer, that creates an excellent opportunity to review whether you're paying more than you need to for eSignature.

Shake IT can review your existing eSignature costs and usage and provide a comparative Dropbox Sign proposal.


Rather than simply matching your existing licensing structure, we'll look at how you actually use eSignature inside Autodesk and recommend an appropriate Dropbox Sign package.


How Dropbox Sign for Autodesk Works

A typical workflow is straightforward:

1. Prepare the Document

Create your contract, supplier agreement, payment application or change order using your Autodesk Cost Management workflow.

2. Generate the Signature Package

Autodesk generates the document from the configured template, including the Dropbox Sign signature tags.

3. Select the Signers

Confirm the people who need to sign and, where required, specify the signing order.

4. Send for Signature

Send the document through Dropbox Sign directly from the Autodesk eSignature workflow.

5. Sign Electronically

Each signer receives their Dropbox Sign request and completes the required fields electronically.

6. Automatically Complete the Autodesk Workflow

When all required signatures have been completed, Autodesk can update the contract status to Executed and store the signed document in the contract's Attachments section. (Autodesk Help)

Send. Sign. Track. Done.



One Partner for Dropbox Sign + Autodesk

Shake IT can provide an end-to-end Dropbox Sign for Autodesk service:

  1. Dropbox Sign subscription We help select and supply the right Dropbox Sign subscription and commercial model.

  2. Autodesk integration advice We help you understand and configure Autodesk's native Dropbox Sign integration.

  3. Implementation We configure the Dropbox Sign environment and work with your Autodesk administrators to get the integration operational.

  4. Template customization We configure Dropbox Sign text tags and adapt your construction document templates for electronic signature.

  5. Migration We help customers transition from DocuSign, Adobe Sign and other eSignature platforms.

  6. Training We help administrators and end users understand the new signature process.

  7. Ongoing support And when you have a question about Dropbox Sign or how it works with your construction workflows, you have a partner who understands both.


Ready to Look at Dropbox Sign for Autodesk?

Already using Autodesk Construction Cloud and DocuSign? Looking at eSignature for the first time? Or simply wondering whether you could get a better Dropbox Sign subscription and a little more help getting everything configured?

email us at sales@shakeit.ai


We'll review your Autodesk eSignature requirements, your existing solution and your anticipated signature volumes, then recommend the right Dropbox Sign subscription and implementation approach. From subscription supply with flexible pricing, through configuration, document templates, migration and ongoing support, Shake IT can help you get Dropbox Sign for Autodesk up and running.



About Shake IT

Shake IT is a Colorado-based technology company specializing in Dropbox Sign, construction technology and integrated digital agreement workflows.

As a Tier-1 Dropbox Partner and the team behind Dropbox Sign for Procore, Shake IT helps organizations simplify eSignature licensing, integrate electronic signatures into their core business platforms and make document execution faster, easier and more cost-effective.


Book a consultation with a Shake IT Dropbox Sign specialist to discuss Dropbox Sign for Autodesk.


 
 
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