PandaDoc for monday.com
Create, track and send documents for eSignature in real-time – directly within your monday.com CRM.
Everything you need to manage your business – all in one place
Unlock enhanced productivity
Combine two windows into one with our monday.com integration. Bring the document automation capabilities of PandaDoc – document creation, management, and tracking – inside of monday CRM and get more done in less time.
Streamline repetitive tasks
Eliminate unnecessary busy work with a centralized hub for your entire customer journey. You can easily create and send customized PandaDoc documents using variables pulled from the monday CRM.
Eliminate inefficient processes
Work gets done faster when everyone’s on the same page. Increase visibility and track the status of your documents in monday CRM with real-time notifications when a prospect takes action on a document.
Collect eSignatures in a flash
Keep your docs moving with a fast, secure eSignature. You can now eSign documents directly within monday CRM.
Who uses PandaDoc for monday.com?
Sales and account management teams
Using monday.com’s powerful CRM platform, sales and account management teams can view, manage, and track documents, emails, activities, and more, all from a centralized location.
Small businesses use the PandaDoc + monday.com integration as an end-to-end solution for business operations. With this integration, businesses can create a single source of truth for all sales activities.