Charlie Blomkvist
Yes, monday.com can be connected to DocuSign. With the integration, a contract can be sent for signature directly from the deal or project in monday.com, the status in monday.com updates when the customer opens and signs, and the signed PDF ends up on the right item. DocuSign has its own app in the monday.com marketplace, and when the flow needs to do more, the integration is built in an integration platform like Make. This article covers what the integration does, how it is built and what to consider before you get started.
- The deal is set to Contract sent in monday.com
- The contract is created from a DocuSign template with customer, amount and terms from the deal
- The envelope is sent to the signers
The integration pulls the details from the deal and fills in the template, so nothing is typed in twice.
- The customer opens the contract
- Router · Signed within a week?YesStatus Signed and the signing date are set in monday.comNoReminder to the customer and a task for the rep
The rep sees in monday.com where the contract stands without logging in to DocuSign, and contracts that get stuck are caught.
- All parties have signed
- The signed PDF is saved in the file column on the deal
- The project is created on the project board with start and end dates from the contract
Signing becomes the starting signal for delivery. The project manager gets a project with the right details and the contract close at hand.
- The contract end date approaches
- A task is created for the account manager in monday.com
- Router · Renewal?YesA new envelope is sent from the templateNoThe contract is marked as ended
Renewals are handled in the same flow as new contracts, and no contract expires unnoticed.
The flows above are only examples of how it can work. Every integration is built around your process: which steps to include, what should happen in each situation and who is responsible for what.
Short answer
DocuSign has an app in the monday.com marketplace. With it, envelopes are sent from an item on the board, and columns for status, last update and files are filled in as the signers act, including the signed PDF. The app requires a DocuSign plan that allows integrations, currently Business Pro or higher, or an account with extended API access. When the flow needs to do more, for example fill the template automatically from the deal's columns, send reminders or start a project once the contract is signed, the integration is built in Make or Zapier. That is where we build most integrations.
What the integration can do
Here are four common examples. Your integration can do more, less or something entirely different, depending on how you work.
When the deal reaches the right status, an envelope is created in DocuSign from your template. The customer name, contact person, amount and contract term are pulled from the columns in monday.com, and the signers are added in the right order.
When the customer opens and signs, the status on the item in monday.com is updated. The signing date and contract period can be written to their own columns.
When all parties have signed, the final PDF is saved on the item in monday.com and can also be stored in your file storage.
A signed contract can create the project on the project board, add the customer to the finance system or kick off onboarding. We describe how that looks in monday.com and Fortnox: how the integration works, using the Swedish accounting system Fortnox as the example.
Why connect monday.com and DocuSign?
- Shorter time from yes to signature. The contract goes out the moment the deal is won, instead of whenever the rep has time to put it together.
- Fewer errors in contracts. The details come from the deal in monday.com and are not typed in again. Misspelled company names and wrong amounts disappear.
- Sales and delivery see the same thing. The rep sees in monday.com whether the customer has signed, and the project manager knows delivery can begin.
- Contracts in one place. The signed PDF sits on the deal and in your file storage, not in a single user's inbox.
How the integration is built
There are three ways to build it, and which one fits depends on how advanced the flow is.
| Option | Best when | Keep in mind |
|---|---|---|
| The DocuSign app in the monday.com marketplace | You want to send envelopes from an item and see status and signed files on the board | Quick to get started, but the envelope is prepared in the app's view and the flow ends on the board. Requires a DocuSign plan with integration support |
| Make or Zapier | The template should be filled automatically from the deal, status should drive reminders and next steps, or the contract should move on to projects and finance | Flexible and works in both directions, but requires a well-designed flow and error handling |
| Custom code against the DocuSign eSignature API | Large volumes, embedded signing or requirements the platforms cannot handle | The most flexible, but requires someone to own and maintain the code, and a DocuSign plan with API access for production |
For most companies, Make is the right choice, but the platform is just the tool. What determines whether the integration holds up is how it is built: how the columns in monday.com map to fields and signers in the DocuSign template, how the flow handles exceptions such as declined contracts and changed amounts, and what happens when something goes wrong. An integration that works in a test but silently misses a status in production costs more than it saves. That is why we build with logging and alerts from the start, and manage the integration as the process or the systems change.
What to decide before you build
An integration is never better than the process it automates. These questions determine whether it works in practice:
- What should trigger the contract? A status on the deal, a button on the item or a manager's approval. Decide exactly which event in monday.com creates the envelope, and who is allowed to trigger it.
- Which template and which fields? The DocuSign template needs fields for what will be pulled from monday.com, and the columns must be filled in before the envelope is created.
- Who signs, and in what order? The customer's signers, your own authorized signatory and any copies, and where their details live in monday.com.
- What happens once the contract is signed? Just a status, or should the project be created, the customer added to the finance system and the PDF saved in your file storage?
- What happens when something goes wrong? A good flow logs every run and flags when an envelope could not be created, instead of silently skipping it.
DocuSign or a Nordic contract tool?
DocuSign is often the choice when counterparties are international or when the group already uses it. Companies that want the whole sales conversation in the tool often choose one built for sales. If you use GetAccept or Oneflow, two Swedish platforms for sales documents and digital contracts, or PandaDoc instead, read more in monday.com and GetAccept, monday.com and Oneflow and monday.com and PandaDoc. Whatever the tool, the deal in monday CRM owns the data, and the project in monday work management takes over once the contract is signed. If you are weighing where the sales process should live, we have written about it in monday CRM or a separate sales system?.
Straviont builds the integration
We are an official monday.com partner and certified CRM specialists with monday.com, and we build integrations between monday.com and contract tools in Make. We start with the process: what should trigger the contract, which details must be in place and what should happen once it is signed. Only then is the flow built, with logging and error handling, and we manage it as your business changes. You can find more systems we connect to monday.com under all integrations.
Frequently asked questions
Can monday.com be connected to DocuSign?
Yes. DocuSign has an app in the monday.com marketplace that sends envelopes from an item and updates status and files on the board. For flows that need to do more, the integration is built in Make or Zapier, or with custom code against the DocuSign API.
Can a contract be sent automatically when a deal is won in monday.com?
Yes. With an integration in Make, a status on the deal can create an envelope from your DocuSign template, fill the fields with details from the deal and send it to the signers without the rep opening DocuSign.
Can we see in monday.com when the customer has signed?
Yes. Both the DocuSign app and an integration in Make can update the status on the item when the envelope is sent, opened and signed. In Make, the status can also drive reminders, tasks and next steps.
Is the signed contract saved in monday.com?
Yes. The DocuSign app places the signed documents in a file column on the item. An integration in Make can also save the PDF in your file storage and name it after the customer and contract.
What do we need in DocuSign to connect the systems?
A DocuSign plan that allows integrations: the app currently requires Business Pro or higher, or an account with extended API access, and custom code requires a plan with API access for production.
Should we choose the DocuSign app or Make?
The app is enough when you want to send and track contracts from the board. Make fits when the template should be filled automatically, when the status should drive the next step, or when the contract should move on to projects, file storage and the finance system.
Next steps
Start by describing the flow from won deal to signed contract: what triggers the envelope, which template is used, who signs and what should happen afterward. From there, building it goes quickly. If you want help, you can book a free mapping session and we will go through it together.