Onboard new client engagements without the three-email-thread shuffle. Bundle every signing document into one packet, triggered from your monday client board. Signed PDFs land on the row.
SOW Tuesday. MSA Wednesday. NDA Thursday. Each one needs a separate signing flow, separate follow-up emails, separate file uploads back into your project board.
Strategist can't start until SOW is signed. Designer can't start until NDA is back. Client signed two but forgot the third. Two weeks lost on revenue you've already booked.
DocuSign or PandaDoc at $40-60 per PM per month. An 8-person account team is $4,000-6,000 a year just for sending client paperwork.
SOW + MSA + NDA bundled into one signing link. Client signs everything in order. Kickoff starts the same day the engagement is booked.
SOW + MSA + NDA bundled into a single signing session. Client signs everything in one flow. Kickoff blocker goes away.
Client name, project name, scope, deliverables, fees, term dates. All pulled from your monday.com client board columns into the documents on send.
Move a new account to "Engagement Booked" and the packet sends automatically. Account manager doesn't have to remember to send paperwork. Auto-reminders nudge the client.
No per-seat pricing as your account team grows. Add new strategists, designers, and account managers without adding signing-tool budget.
When the packet completes, the signed PDF and Certificate of Signature attach to the monday item. Project kickoff status flips green. CSM, accounting, and legal all see the same record.
SOW + MSA + NDA in a single packet. Triggered when an opportunity moves to "Engagement Booked." Client and your authorized signer each get one link. Signed PDF on the client row.
Mid-engagement scope change. Change order references the parent SOW, captures both parties, and updates the project timeline. Audit trail covers what was agreed when.
Independent contractor agreement + NDA + W-9 packet for freelancers joining a project. Auto-fill from your contractor board. New collaborator live the same day.
Set up in minutes. No credit card required.