Streamline your document workflow by automating contract creation, approvals, and e-signatures directly from monday.com
PandaDoc is a powerful document platform that simplifies proposal, contract, and e-signature workflows. It enables businesses to create, send, track, and sign documents seamlessly, reducing manual work and improving efficiency in sales, HR, and legal processes.
With the PandaDoc integration for monday.com, you can streamline your entire document workflow. Automate contract creation, track document status in real time within monday.com, and switch to PandaDoc when it’s time to review, finalize, and send the contract.
Why Integrate PandaDoc with monday.com?
✅ Save Time – Automate document creation and eliminate repetitive tasks.
✅ Improve Accuracy – Reduce manual data entry errors with auto-filled templates.
✅ Enhance Collaboration – Keep all teams aligned with real-time document tracking.
✅ Close Deals Faster – Accelerate the sales cycle with automated approvals and e-signatures.
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
Trigger Document Creation – When a deal, agreement, or contract needs to be generated, monday.com sends the necessary data to PandaDoc.
Track Progress – Status updates sync in real time between PandaDoc and monday.com, keeping teams informed.
Automate Follow-Ups – If a document remains unsigned, set up automatic reminders to keep the process moving.
Save & Organize – Once signed, the document is stored in monday.com for easy access.
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