Construction projects run on tight timelines, and nothing stalls progress like waiting on signatures or chasing down outdated paperwork. That’s why Billy, the platform built specifically for construction, now integrates with Docusign, the leading solution for electronic agreements.
This integration removes friction from the compliance process by combining document signing and tracking in one easy-to-use platform. It’s designed to help teams save time, reduce delays, and get projects moving faster with fewer manual steps.
Below, we’ve answered the most common questions about how this powerful integration works and why it matters.
1. What is the Billy + Docusign integration?
The Billy + Docusign integration creates an all-in-one construction risk management platform. It simplifies compliance workflows by integrating Docusign eSignature capabilities directly into Billy, allowing users to manage vendor prequalification, execute MSAs, and collect compliance documents seamlessly.
2. What business problems does this integration solve?
Managing compliance documents for construction projects is time-consuming and error-prone. This integration centralizes workflows, automates reminders for expiring documents, and reduces delays and risks associated with missing or outdated compliance materials.
3. What types of documents can be managed?
Users can manage COIs, MSAs, lien waivers, warranty letters, tax documents, business licenses, NDAs, safety agreements, and more.
4. How does this integration benefit insurance brokers?
Brokers are embedded directly into their clients’ workflows, enabling them to manage compliance tasks, collect incident data, and facilitate claims processing efficiently. This strengthens broker-client collaboration and enhances service delivery.
5. What systems does Billy integrate with?
Billy integrates with leading ERPs such as Sage 300, Vista, CMiC, and JD Edwards, as well as project management systems like Procore and Autodesk. This ensures seamless data flow and compliance tracking across the construction lifecycle.
6. How does this integration improve efficiency for construction teams?
By centralizing compliance workflows and integrating with ERPs and project management tools, the Billy + Docusign solution reduces manual tasks, automates reminders, and provides real-time visibility into document statuses. This keeps projects on schedule and reduces administrative overhead.
7. How can construction professionals access this integration?
The Billy + Docusign integration is available to all Billy customers with an active Docusign account.
8. What impact does this integration have on the construction industry?
The partnership addresses the critical challenge of managing large-scale compliance documents, enhances collaboration between construction teams and brokers, and ensures compliance accuracy across complex supply chains.
Want to Move Projects Along Faster?
If your team is still waiting on signed documents or chasing compliance details across tools, it’s time to simplify. With Billy and Docusign working together, you’ll save hours, avoid delays, and get more done with less effort.
Want to learn more? Reach out today to get started!
