Send MSAs, order forms, and NDAs for signature directly from your monday.com deal row. Auto-fill client data, route through co-signers, file the signed PDF back to the opportunity.
Deal closed verbally. MSA needs to go out. Now someone has to find the template, fill in the line items, route it through legal, send it via DocuSign. Days lost between yes and signed.
$40-60 per rep per month on DocuSign or PandaDoc. A 10-person sales team is $4,800-7,200 a year just for contract sending. Doesn't scale.
Deal closed in monday. Contract signed in DocuSign. Now your CSM goes hunting through two tools to find the executed MSA when renewal comes around.
Trigger your contract packet from the deal row. Client name, contract value, term, and line items pull from your CRM columns. Signed PDF lands on the opportunity when complete.
Move a deal to your "Ready to Sign" status and the contract packet sends automatically. No manual export, no copy-paste, no Zap to maintain.
Client name, contract value, term length, billing terms, and signer email all pull from monday columns into the document on send. Zero manual data entry per deal.
Order forms with subtotal, tax, and total fields generated from your deal's product line items. Numbers always match what was sold.
Client signs first. Your authorized signatory countersigns. Signed PDF lands on the opportunity row. Sales ops and finance see the same record.
Certificate of Signature with timestamps, IP addresses, and consent records on every signed contract. When renewal comes around, the executed MSA is on the deal row, not in someone's archived inbox.
First-time client. MSA + order form + mutual NDA in one packet, triggered from "Closed Won." Client and your authorized signer each get a one-link signing flow. Countersigned PDF on the deal row.
Existing client adding seats or a new module. Generate a Statement of Work referencing the parent MSA. Single-signer flow on the client side, fast turnaround.
Annual renewal with a price adjustment. Renewal packet auto-generates from the original MSA + new pricing terms. Auto-reminders for the client; status syncs to your renewals board.
Set up in minutes. No credit card required.