DocuSign is one the best digital signature service out there. There are many users who use both DocuSign and monday.com, but there was no connection between the two. Hence, comes the idea of an app in monday.com which connects to your DocuSign account and you can either use DocuSign templates to send documents or you can get documents stored in monday.com and send them to be signed while also tracking the status of the documents inside monday.com
What it does
Our easy-to-use DocuSign signature tool is connected to your item views on any board so that you can quickly create a DocuSign document from a DocuSign template or file on your monday.com account.
- Works With any File Type
- Three Different Ways to Send Documents from monday.com
- Configurable Template Board to Track your Documents
- Document Status Updated in Real Time
- Fully Integrated with monday.com framework
- Compatible with eQuotes add-on
- Unlimited Documents Sent and Tracked
How we built it
We used the power of monday.com sdk and DocuSign PHP sdk.
Challenges we ran into
Working with DocuSign APIs and implementing send your own file from monday.com instead of using DocuSign template was a little bit of a challenge but we were able to tackle it in the end.
Accomplishments that we're proud of
The ability to send your own files from monday.com is one of the accomplishments that we are proud of.
What we learned
We learned a lot about DocuSign APIs and we will be added even more features to the app in the future.
What's next for eDigital Signatures
Integration into other apps built by Eligeo. Specifically eQuotes and eCRM to create a CRM suite inside monday.com.