Introducing Request Templates for Dropbox Sign for Procore
- Volker Schaberg
- Apr 29
- 3 min read
Updated: Jul 9
Faster, Smarter, Repeatable Signature Workflows — Now Built for Procore Users
If your team regularly sends the same contracts, commitments, subcontract agreements, change orders, onboarding packs, or approval forms for signature, there’s now a better way.
Shake IT is excited to announce the new Request Template feature for Dropbox Sign for Procore. This feature is designed to bring the same time-saving power that users love in Docusign Envelope Templates directly into your Procore workflow.
What Is a Request Template?
A Request Template allows your team to create a pre-configured signature request that can be reused again and again. Instead of manually rebuilding every request, you can save:
Signer roles and signing order
Email subject lines and messages
Signature fields and required inputs
Default document naming conventions
Once saved, your users simply select the template, choose recipients, and send. This means less admin work, fewer mistakes, and dramatically faster turnaround times.
Why This Matters for Construction Teams
Construction workflows are highly repetitive. Many documents follow the same structure for every project, including:
Prime contractor agreements
Commitment: Subcontractor agreements
Commitment: Purchase orders
Without templates, every request takes time to prepare. With Request Templates, teams can standardize once and reuse forever.
Built to Mirror Familiar Docusign Template Functionality
Many organizations moving from Docusign asked for a familiar template capability. We listened. The new Request Template feature is intentionally designed to match the efficiency and repeatability users expect from Envelope Templates while keeping everything embedded inside Procore workflows.
Why Customers Are Switching
Many Procore customers tell us they want:
Lower eSignature costs
Simpler user experience
Better Procore integration
Faster setup
Less admin overhead
Request Templates represent another major step in making Dropbox Sign for Procore the smart alternative.
Available Now
The Request Template feature is now available for customers using Dropbox Sign for Procore. Learn more in the user guide: Request Template Settings.
Want a Demo?
See how your team can send contracts, change orders, and approvals up to 80% faster directly inside Procore with reusable templates. Learn more at Dropbox Sign for Procore.
Contact Shake IT (sales@shakeit.ai) for a live walkthrough or free trial on this booking link.
The Future of Signature Workflows
As we look ahead, the future of signature workflows is bright. The integration of technology into everyday processes is transforming how we work. With tools like Dropbox Sign for Procore, you can streamline operations and enhance productivity.
Embracing Automation
Automation is key in today’s fast-paced environment. By adopting tools that automate repetitive tasks, you free up valuable time. This allows your team to focus on what truly matters—growing your business and serving your clients.
Enhancing Collaboration
Collaboration is essential in construction projects. With Request Templates, your team can work together more effectively. Everyone stays on the same page, reducing miscommunication and errors. This leads to smoother project execution and happier clients.
Measuring Success
How do you know if your new workflows are effective? By tracking key performance indicators (KPIs), you can measure success. Look at turnaround times, error rates, and overall satisfaction. This data will help you refine your processes and achieve even better results.
Conclusion
In conclusion, the new Request Template feature for Dropbox Sign in Procore is a game changer. It simplifies the signature process, saves time, and enhances collaboration. By embracing these tools, you position your team for success in the competitive construction landscape.
Ready to transform your workflows? Let’s get started today!
