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Monday.com

LIVECRM

Track document signing workflows in Monday.com boards

Overview

Trigger document creation from Monday.com board items. When a deal reaches a certain stage, automatically generate and send a contract for signing with data from the board.

Signing status updates as columns on your board items — pending, viewed, signed, completed. Your team sees the full picture without switching between apps.

Features

  • Trigger documents from board automations
  • Status columns update on signing events
  • Data from board items populates documents
  • Custom column mapping
  • Notifications in Monday.com on completion
  • Works with Monday.com Standard, Pro, and Enterprise

How to Set Up

  1. 1

    In Monday.com, go to Apps Marketplace

  2. 2

    Search for Zdottedline and install

  3. 3

    Connect your Zdottedline account

  4. 4

    Set up automations: 'When status changes, send document'

  5. 5

    Map board columns to document fields

Get Started

Available on Professional plan and above.

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