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Major Update to Dropbox Sign for Procore

What’s New in Dropbox Sign for Procore – December Release: New Features, Stronger Security Controls, and Improved Performance!


On December 15, Shake IT deployed a new release of the Dropbox Sign for Procore connector. This update brings meaningful new functionality, enhanced security controls, and important performance and stability improvements. Our goal is to make eSignature workflows in Procore faster, more reliable, and better aligned with real-world construction contract processes—all at an affordable price.


Screenshot showing New features (Invoice Requisitions, Request count, Logged in user etc.)
Screenshot showing New features (Invoice Requisitions, Request count, Logged in user etc.)

New Feature: Commitment Invoice (Requisition) Support


The Dropbox Sign for Procore connector now supports Commitment Invoices (Requisitions). This enhancement allows teams to:


  • Send commitment invoices for signature directly from Procore.

  • Maintain a consistent approval and signing workflow across commitments, contracts, and invoices.

  • Reduce delays and manual follow-ups during the payment approval process.


This feature closes a key workflow gap for finance teams, project managers, and contract administrators.


Enhanced Security Settings & Permissions


We’ve added new Security Settings configuration options that align more closely with native Dropbox Sign permissions. Admins now have greater control to:


  • Enable or disable who can cancel a signature request.

  • Enable or disable who can download signed documents.

  • Enable or disable who can send reminders to signers.


These controls help organizations enforce internal governance policies while maintaining flexibility for project teams.


Improved Signature Count Accuracy


Signature usage tracking has been improved to ensure more accurate signature counts. This update provides:


  • Clearer visibility into actual usage.

  • Better alignment with subscription tiers.

  • Increased confidence for administrators monitoring adoption and volume.


Unlink Dropbox Sign Accounts from Procore Users


Procore administrators can now unlink a Dropbox Sign account associated with a Procore user. This is especially useful for:


  • User role changes.

  • Employee offboarding.

  • Resolving account conflicts or reassignments.


It gives admins more control without requiring backend intervention.


Screenshot showing Dropbox Sign for Procore | Side Panel
Screenshot showing Dropbox Sign for Procore | Side Panel

Performance Improvements: Faster File Generation


We’ve implemented file generation efficiency improvements, resulting in:


  • Faster document preparation.

  • Reduced wait times before signature requests are sent.

  • A smoother overall user experience.


These optimizations are particularly noticeable on larger documents and high-volume projects.


Stability & Reliability Enhancements


This release also includes multiple stability fixes, including:


  • Improved error handling.

  • Clearer, more actionable UI messages when something goes wrong.

  • Overall reliability improvements across the signing workflow.


The goal is to create fewer interruptions and faster resolutions when issues do occur.


What This Means for Procore Users


With this release, Dropbox Sign for Procore delivers:


  • Broader document coverage (now including requisitions).

  • Stronger security and admin controls.

  • Better visibility into usage.

  • Faster, more reliable performance.


All of this is available without leaving Procore.


Ready to See It in Action?


If you’re already using the integration, these updates are live now. If you’d like to:


  • See a demo.

  • Start a free trial.

  • Explore pricing or renewal options.



Conclusion


In conclusion, the December release of Dropbox Sign for Procore is a game-changer. It enhances your workflow, improves security, and boosts performance. Now is the time to take advantage of these updates. Embrace the future of eSignature workflows in construction management.


With these improvements, you can streamline your processes and focus on what matters most—delivering projects on time and within budget. Don't miss out on these powerful new features.

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