A guide to Procore contract management

What is Procore?

Procore is a construction management software designed to streamline project workflows and enhance collaboration across all phases of construction.

It offers a comprehensive suite of tools for project management, quality and safety, construction financials, and field productivity.

Procore enables teams to manage projects from a single platform, ensuring that all stakeholders have real-time access to the latest project information, which helps to reduce miscommunication and delays. 

But how can you use Procore to manage other important aspects of your construction contracts? 

Can you manage contracts in Procore?

Yes, you can manage contracts in Procore, but this process is fairly restricted if you do it natively in the platform. Procore provides contract management features that allow users to move contracts throughout the project lifecycle. 

However, it lacks the robust functionality of a CLM like Juro, which facilitates clear communication between parties involved in a construction project. Luckily, integration with platforms like Juro via Zapier can bridge this gap. 

Juro provides advanced contract management capabilities, and when connected to Procore, it can automate many contract-related tasks.

Let’s explore this workflow, and what you can expect from it now.

Procore contract management: how it works

1. Automatically create a contract in Juro when a new vendor is added in Procore

Juro’s integration with Procore enables you to automatically generate a contract in Juro whenever a new vendor is created in Procore, simply by setting up the following Zaps:

When a new vendor is added to Procore, a corresponding contract is automatically created in Juro, streamlining the vendor onboarding process and ensuring all necessary contractual agreements are in place without delay.

Additionally, you can change the Procore trigger for a new contract to be anything from logging a new inspection to a new subcontract, project, or form.

2. Automatically generate an Updated Work Order Contract in Procore when a contract is updated in Juro

Alternatively, you could flip the process and set up a trigger and action so that, upon editing a contract in Juro, Zapier updates Procore using the changed details  contract details like client name, contract value, and payment terms. 

This ensures that contracts are kept up to date and helps in maintaining a compliant contract process. It can be achieved by setting up the following Zaps: 

You can also use the integration to update purchase invoices, create customers, or create services, when a contract is created or updated in Juro. You can find the full range of actions and triggers on this page.  

Benefits of integrating Juro with Procore

By integrating Juro with Procore, construction teams gain several key benefits:

• Seamless contract creation and updates: Automate contract generation and ensure that all contracts remain up to date without manual intervention.
• Reduced administrative burden: Free up legal and project management teams by eliminating repetitive contract-related tasks.
• Improved compliance and accuracy: Maintain consistency across contracts by ensuring that the latest contract details are always reflected in Procore.
• Faster vendor onboarding: Automatically create vendor agreements when a new vendor is added to Procore, reducing onboarding time.

Embed contracts into the tools you use daily

Juro allows construction teams to manage contracts within the platforms they already use, reducing friction and making contract workflows more efficient.

This integration transforms contract management from a manual, disconnected process into an automated and collaborative workflow that helps construction businesses stay on track, mitigate risk, and drive operational efficiency.

To find out more about Juro and how it can be integrated with 5000+ tools, including Procore, fill in the form below to book your personalized demo.