Streamline your document workflows by automating contract creation, tracking, and signing directly from your monday.com boards.
DocuSign is the leading e-signature solution that empowers businesses to send, sign, and manage documents digitally. Trusted by millions, DocuSign simplifies agreements, speeds up workflows, and ensures compliance with secure and legally binding electronic signatures.
Our integration between DocuSign and monday.com transforms your document workflows by automating the creation and tracking of contracts within your monday.com boards. Initiate a contract, monitor its status, and receive real-time updates directly in your monday.com boards.
The integration also automatically saves signed documents as PDFs back to monday.com, ensuring secure and centralized document management.
Automated Contract Generation
Create contracts directly from your monday.com Opportunity or Deal boards. Automatically pull data like client details, deal values, and terms to draft personalized contracts in DocuSign.
Real-Time Status Tracking
Get instant updates triggered by:
Contract Sent
Contract Viewed
Contract Signed
Two-Way Synchronization
DocuSign updates, such as when a contract is signed or declined, are instantly reflected in monday.com. Keep your team aligned and reduce the need for manual follow-ups.
Automatic Document Storage
When a contract is signed, the PDF is automatically downloaded and attached to the corresponding item in monday.com, ensuring all relevant documents are stored in one place.
Improved Collaboration
Seamlessly connect your DocuSign integration with other monday.com boards and tools to manage contracts across departments, track deadlines, and simplify project handoffs.
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