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Streamlining Procore Signature Workflows Using Dropbox Sign Text Tags for Enhanced Efficiency

Updated: 6 minutes ago

In the construction industry, managing contracts and documents efficiently is critical to keeping projects on schedule and avoiding costly delays. As more firms move towards digitizing their documentation workflows, integrations like Dropbox Sign for Procore are gaining traction for their ability to simplify and automate signature processes. One powerful feature that can significantly enhance the value of this integration is the use of Dropbox Sign text tags.

In this blog, we’ll explore how Dropbox Sign text tags work, why they matter, and how you can incorporate them into your Procore forms with the help of Procore Custom Solutions.


What Are Dropbox Sign Text Tags?


Dropbox Sign text tags are specially formatted pieces of text that you can embed in your document templates to automatically position signature fields and other input elements. They eliminate the need to manually place fields when sending a document for signature. Each text tag defines:


  • Field Type: Signature, date, checkbox, initial, etc.

  • Signer Assignment: Indicates which signer the field belongs to.

  • Field Attributes: Required/optional, field size, and placement.


By using these tags, you can control exactly where the signer fields appear, ensuring a clean and consistent layout every time.

Here’s a quick example of a basic signature text tag:

[sig|req|signer1]

This indicates a required signature field for the first signer.


Benefits of Using Text Tags in Construction Documentation


1. Automation and Efficiency

Instead of manually dragging and dropping fields every time a document is sent, text tags allow predefined field placements. This speeds up the workflow and ensures documents are ready to go in seconds.


2. Accuracy and Consistency

Manual field placement can lead to errors or misalignment. With text tags embedded directly into your Procore forms, you maintain a consistent layout across all contracts and forms.


3. Multi-Signer Support

Complex documents with multiple signers can benefit from tagged fields that are clearly assigned to the right person. This reduces confusion and prevents missed signatures.


4. Custom Field Control

You can add not just signature fields, but also initials, checkboxes, text fields, and pre-filled values. Each field can be marked as required or optional.


5. Professionalism

Using predefined tags results in a polished, professional look — important when you're sharing documents with clients, subcontractors, or government agencies.


How to Add Text Tags to Procore Forms

Here’s the important part: To use text tags in your Procore documents (such as Subcontracts, Prime Contracts, or Change Orders), the tags must be embedded directly into the Procore form templates. This can’t be done via the standard user interface.


To get this done, you’ll need to engage Procore Custom Solutions, a professional service offered by Procore.


Why Use Procore Custom Solutions?


  • Expert Implementation: Their team knows how to correctly place and format tags in your templates.

  • Template-Level Changes: These edits are made directly to the form templates in your Procore environment.

  • Reliable and Repeatable: Once the templates are set, every time you send a document using that form, the fields are automatically placed.


What’s the Process?


  1. Submit a Request: You can contact your Procore Customer Success Manager or use the Procore Custom Solutions Request Form.

  2. Provide Sample Documents: Include the documents you want tagged and indicate where each field should go.

  3. Procore Implements the Tags: Their team embeds the appropriate Dropbox Sign text tags.

  4. Test and Approve: You’ll be able to review and test the forms before finalizing.


This is a paid service, but for clients looking to scale their digital documentation processes, it's often a worthwhile investment.


Example: Tagged Subcontract Document

Here’s what a Procore Subcontract looks like with Dropbox Sign text tags embedded:


Sample Tags in Document:

[sig|req|signer1]  // Signature for Signer1 (typically the Subcontractor)
[date|req|signer1] // Date field for Signer1 (typically the Subcontractor)
[sig|req|signer2] // Signature for Signer2 (typically the GC)
[date|req|signer2] // Date field for Signer2 (typically the GC)

These tags appear in light grey on the form (they’re invisible on the final signed document). You can download a sample template here: Download Sample Template with Text Tags


Streamline Procore Signature Workflows

Advanced Capabilities: Pre-Filled Data and Conditional Fields


Dropbox Sign also allows for more advanced use of text tags, including:


  • Pre-filled Data Fields: Use tags to populate known values automatically (e.g., company name, project number).

  • Conditional Logic: While not directly supported by text tags alone, creative use of templates and tags can help you simulate conditional behavior.


Developer Resources for Text Tags


For those interested in technical implementation or customizing tags further, Dropbox offers detailed developer documentation:



These guides include syntax, examples, and best practices to get the most out of text tag functionality.



When to Consider Text Tags


  • You frequently use the same types of Procore documents.

  • You’re sending documents to multiple signers.

  • You want to minimize the chance of human error.

  • You’re scaling and want a repeatable, professional signature process.


If these apply to your team, implementing text tags via Procore Custom Solutions is a smart move.


Final Thoughts

Dropbox Sign text tags are a game-changer for construction firms using Procore. They provide precision, consistency, and speed when preparing documents for signature — all critical factors for a smooth contract workflow.


While adding these tags to your Procore templates requires a professional service, the long-term payoff in saved time and reduced errors makes it well worth it.


If you’re already using Dropbox Sign for Procore and want to take it to the next level, consider reaching out to Procore Custom Solutions or get in touch with our team at Shake IT. We can guide you through the process and help you get the most value from your document automation.


Need Help?

Want assistance navigating the text tag process or figuring out whether it’s right for you? Check us out on the Procore Marketplace or view our Product Page. If you would like a demo or to ask questions please contact us at [email protected] or best of all book a quick call with one of our experts: Book a Call.


Let’s simplify your signature process together.


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