Enhancing Construction Workflows: New Dropbox Sign for Procore Features Inspired by Client Feedback

In today’s rapidly evolving construction and construction tech landscape, efficiency is king. As projects become increasingly complex, the need for streamlined operations has never been more critical. From field operations that require real-time updates to back-office coordination that demands precise documentation, seamless workflows and reliable documentation tools are essential for keeping projects on time and within budget. At Shake IT, we fully understand the importance of having tools that not only integrate seamlessly with your core platforms but also adapt to the diverse and dynamic real-world use cases that construction teams encounter daily. This blog showcases some New Features for Dropbox Sign for Procore.

One of our most popular integrations is the Dropbox Sign for Procore application, which brings secure, legally binding e-signatures from Dropbox Sign (formerly known as HelloSign) directly into the comprehensive Procore ecosystem. This integration is designed to enhance the efficiency of document handling within construction projects, ensuring that all parties can sign off on critical documents without unnecessary delays or complications.

After receiving valuable feedback from one of our clients, we’ve recently released some new features for Dropbox Sign for Procore. The new updates are focused entirely on making the e-signature process more efficient and user-friendly. These updates reflect our ongoing commitment to enhancing user experience and optimizing workflows for our clients.

1. Automatic Status Updates

With the new update, Dropbox Sign for Procore can now automatically update the status and executed flag of Prime Contract Change Orders (PCCOs) and Commitment Change Orders (CCOs) once the document has been fully executed. This automation streamlines the workflow significantly, as it was a feature that was previously only available to Commitments and Prime Contracts. By expanding this functionality, we are ensuring that change orders receive the same level of attention and efficiency, allowing teams to stay informed about the status of their documents without manual intervention.

2. Automatic Signed Date Entry

Additionally, we’ve introduced an entirely new configuration that automatically populates the signed date of a contract or change order once it's fully executed. This feature eliminates the need for users to open each document individually and manually enter the date, which not only saves time but also improves accuracy. By ensuring that project records are consistently current, teams can maintain better oversight of timelines and contractual obligations, which is crucial in the fast-paced construction environment.

Dropbox Sign for Procore | New Features

Click here to see a full list of supported tools and features that can enhance your project management experience.

Why It Matters

The entire premise of the Dropbox Sign for Procore side-panel application is to address real-world pain points—namely, the repetitive, manual work that can slow teams down and lead to errors. With automation handling these e-signature tasks, users benefit from improved accuracy and efficiency, allowing them to focus on more strategic aspects of their projects. For large teams managing dozens or even hundreds of documents simultaneously, these improvements translate into significant time savings and a reduced administrative workload, enabling teams to allocate their resources more effectively.

Built with Builders in Mind

This update is a direct result of our commitment to listening to our users and understanding their needs. We are dedicated to continually improving our integrations to support the evolving demands of construction professionals. By removing friction and simplifying processes, we help teams stay focused on what they do best: building. Our goal is to empower construction teams with the tools they need to succeed in a competitive marketplace.

If you have feedback or would like to suggest an improvement, please do not hesitate to reach out to Shake IT, We value your input and can't wait to hear from you! Your insights are invaluable as we strive to enhance our offerings and support the construction community in achieving their goals.

If you have questions or suggestions book a quick call using this link: Book a call with a Specialist.