Free templates for the documents teams actually send. Each one is built to work inside monday.com with DocRunner: column data flows in, signed PDFs flow back to the row, and the audit trail stays attached.
Lease workflows for property managers
Lease agreement, pet addendum, lead paint disclosure, and move-in condition form. One link to the tenant, signed in order.
Single residential lease ready for state-specific clauses. Pulls tenant name, property address, and term from your monday board.
Owner-to-PM management contract. Captures management fee, term, scope of services, and termination clauses. Signed by owner and property manager.
Close deals from your CRM board
Standard MSA for ongoing client engagements. Pulls client name, billing terms, and effective date from the deal row. Returns countersigned to the opportunity.
Line-item order form with quantity, price, and total fields. Pulled from deal columns. Closes the loop on a signed agreement directly from the CRM row.
Two-way confidentiality agreement for prospect conversations. Auto-fills both parties from the deal row. Common pre-discovery requirement.
People and contract operations
Standard offer letter with title, start date, salary, and reporting structure. Triggered from your hiring board when status moves to "offer extended."
New-hire confidentiality and IP assignment packet. Often paired with the offer letter for a one-link onboarding signing.
Contractor terms with scope, deliverables, payment schedule, and IP terms. Optional W-9 add-on as part of the packet.
Client onboarding workflows
SOW + MSA + NDA in a single signing session for new client engagements. Most agencies' first packet template.
Project scope, deliverables, timeline, and price. Pulled from project board columns. Standalone use or paired with a parent MSA.
Scope-change documentation for mid-engagement adjustments. References the parent SOW and updates timeline or fees.
Upload once, send forever. Field data flows from your monday board into the document, signed PDFs flow back to the row.
Drop in your PDF or Word doc. Place signature, initial, text, and date fields where you want them. Map them to monday columns so they auto-fill on send.
Click "send" from the row, or trigger automatically when a status column hits a value. Signers get one link per packet, regardless of how many documents are inside.
When all signers complete, the finished PDF and Certificate of Signature attach to the monday item. Status column updates. No copy-paste, no upload step.
We're adding new templates regularly. If you have a document workflow we should support, tell us. We'll usually build it within a week.
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