Billy + Docusign Integration

Seamless COI Tracking and Construction Compliance Management with Billy + Docusign Integration

Streamline construction compliance wokflows with e-signatures on Billy’s platform.

Billy’s integration with Docusign enables users with a Docusign account to send, review, and sign any construction compliance document in Billy at any time from any internet-enabled device. 

Manage and track Contracts, Master Service Agreements (MSA), NDAs, W9s, Safety Agreements, Lien Waivers, Warranty Letters, Certificates of Insurance, and more directly within the Billy platform.

The Billy and Docusign integration provides users with the tools to:

Mitigate Risk: 

Ensure all critical documents, such as contracts, safety agreements, and certificates of insurance, are signed swiftly, clarifying project responsibilities and reducing legal exposure.

Maintain Organization: 

Keep your compliance workflows in check by instantly accessing the status of signed documents, identifying responsible parties, and managing pending actions—track certificates of insurance to ensure full compliance with insurance requirements.

Keep Projects Moving: 

Align document practices with compliance requirements to avoid delays that could impact project timelines. Accelerate the signing process for documents like MSAs and lien waivers to keep everything on track.

Strengthen Accountability: 

Ensure all stakeholders are fully informed and accountable by having all necessary documents, including NDAs, warranty letters, and certificates of insurance, properly reviewed and signed. Facilitate fast invoice approvals and payments to maintain strong business relationships.

Why Choose the Billy + Docusign Integration for Your Workflow?

Billy with Docusign empowers construction professionals to prepare, execute, and manage various compliance documents within Billy, ensuring all project documentation is centralized, secure, and easily accessible.

Integrated Functionality: 

Docusign is seamlessly embedded within Billy’s platform, enabling users to send signature requests for documents like contracts, W9s, and certificates of insurance directly from Billy without interrupting their workflow.

Comprehensive Document Management: 

Utilize standardized templates to automate and streamline the approval of various document types, from safety agreements to lien waivers, ensuring consistency and efficiency across projects.

Finance and Accounting Integration: 

Billy’s platform easily integrates with leading project management and accounting systems, including Procore, Autodesk, Sage 300, CMIC, and JD Edwards. This ensures that your Finance and Accounting teams fully integrate into the compliance process, enhancing visibility and control over all project documents.

Enhanced Control and Visibility: 

Monitor the status of all compliance documents, including certificates of insurance, in real-time. Easily manage approvals and keep your projects running smoothly with full transparency across your finance and accounting workflows.

Effortless Setup and Support: 

Implement the Billy + Docusign integration quickly, with access to world-class support to ensure a seamless experience.

Ready to Enhance Your Construction Compliance Management?

Discover how the Billy + Docusign integration can revolutionize your COI tracking process. Start a free trial today!