eSignatures

The "Signatures" Feature allows you to streamline the process of requesting, tracking, and managing eSignatures directly from your monday.com boards.

This feature is included in the Professional Plan and above.

It automates signature workflows, supports multiple signers, signing orders and ensures secure storage of signed documents, making it ideal for a wide range of professional use cases.

Some example use cases

1. Customer Contracts Automatically send agreements to clients and capture their signatures electronically.

2. Employee Onboarding Use the feature to gather new hire signatures on NDAs or agreements.

3. Approval Workflows Streamline internal or external document approval processes with status tracking.

5. Lease Agreements Simplify the process of signing rental or leasing documents directly within monday.com.

Functionality

Key Features

• Automatic Signature Detection: Automatically identifies placeholders such as {{Signature:1}} , {{SignatureName:1}} and {{SignatureDate:1}} in templates.

• Multiple Signatures: Supports multiple signers by leveraging placeholders like {{Signature:2}} , {{Signature:3}} and so on.

• Status Tracking: Monitor the status of signature requests with a dedicated "Signature State" column.

• Legal Compliance and Certificate (Audit Trail): The final signed files can be legally binding and are non-editable PDFs which include a signature certificate powered by BoldSign.

• Document Storage: Automatically store signed documents in monday file column.

• Customized Branding: Add logos and customize the signature portal to reflect your brand.

• Post-Signature Redirection: Redirect signees to a specified page after signing.

• Placeholder for Signature Dates: Use the {{SignatureDate:1}} placeholder to automatically include the date when the signature was applied.

• Revocation of Signature Requests: Board owners can revoke signature requests when necessary.

• Configurable Expiry Dates: Set expiry dates for signature requests to manage timelines effectively.

How to get started

1. Initial set up and authentication

2. Create and customize signature template (your document)

3. Set up eSignature workflow (with automations)

4. Signing a document

5. FAQ

6. eSignature Pricing