Automate Contract & Proposal Creation

• When a deal reaches a certain stage in monday.com (e.g., “Closed Won”), automatically generate a contract or proposal in PandaDoc.

• Pre-fill documents with client data from monday.com to eliminate manual entry.

Real-Time Document Tracking & Updates

• Monitor when a document is opened, viewed, or signed directly in monday.com.

• Get automatic status updates, so teams always know where a contract stands.

E-Signature & Approval Automation

• Collect legally binding e-signatures without leaving monday.com.

• Automate approval workflows, ensuring contracts are reviewed and signed on time.

Centralized Document Management

• Store signed contracts and proposals as PDF attachments in monday.com.

• Maintain a clear audit trail of all document interactions.

How It Works

1. Trigger Document Creation – When a deal, agreement, or contract needs to be generated, monday.com sends the necessary data to PandaDoc.

2. Track Progress – Status updates sync in real time between PandaDoc and monday.com, keeping teams informed.

3. Automate Follow-Ups – If a document remains unsigned, set up automatic reminders to keep the process moving.

4. Save & Organize – Once signed, the document is stored in monday.com for easy access.