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Integrating eSign with monday.com allows you centralise your data in one place, so you don’t have to juggle multiple apps and can manage your workflow more efficiently.
Streamline your internal processes.
Monday.com is a powerful CRM that has various features that support businesses with internal project management and closing important customer deals. However, manually handling agreements and contracts with customers can be incredibly time consuming, which is where eSign can help.
By integrating eSign directly into monday.com, your team never has to leave the platform. Documents can be populated with customer data that is already stored in your CRM database, meaning contracts can be created, signed, and sent in just a few clicks. Save valuable time for your sales team who can finalise contracts more efficiently.
Create more efficient workflows.
Visibility is essential in fast growing businesses, allowing you to see the documents being drafted, who is reviewing them, who needs to sign them, and the next steps for the contract after its execution. eSign for monday.com provides complete visibility for you and your customers.
See the status of your documents in real time, as well as being notified when any changes are made. This is an effective way to avoid any delays in transactions and ensure your team can complete everything that is required of them.
Creating a seamless customer journey
Combine the features of eSign and monday.com and improve customer experience with your business. Maintain positive relationships with clients and enhance your reputation. Efficient document management supports a seamless customer journey when signing contracts and agreements within your organisation.
The eSign and monday.com integration is a highly secure solution that has robust systems and protocols in place to protect user and signer data. Offering customers peace of mind that their sensitive information is safe when they electronically sign documents from your business.
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Connecting eSign and monday.com means you can implement automation into your workflows. Avoid mundane and repetitive tasks for your team so they can focus on higher priority work, boosting their productivity.
The eSign integration with monday.com allows businesses to streamline their document workflows, meaning quicker turnaround times. As a result more deals with customers can be closed quicker, which supports sustainable growth.
Using eSign and monday.com together means many of your document process needs can be met both for internal and external transactions. You don’t need to switch between applications, ensuring a user friendly and fully tailored digital solution that works for your business.
Monday.com is a powerful project management tool and CRM, providing a centralised hub for teams to accurately plan and manage projects, set deadlines, assign tasks, and monitor progress. The CRM part of the platform enables sales teams to easily collaborate with customers and close deals effectively.
Both monday.com and Trello have similar goals and outcomes, but Trello is a simpler platform, meaning it offers less features than monday. With this in mind, Trello is typically better suited to small teams or single users, whilst monday has more comprehensive functionality that makes it a useful tool for businesses of all sizes and types.
The eSign and monday.com integration is available to customers through our Enterprise plan. For more information, please get in touch with our Digital Transformation team.
Yes, monday.com has a CRM element that allows you to streamline sales activities from before the sale to after it is finalised, creating a seamless and efficient sales cycle.