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Ideas to Improve PandaDoc: Integrations

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Sign documents directly on Monday.com

The ability to sign documents in CRM iFrames without having it open a new tab.

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Charmyn Marchan shared this idea  ·   ·  Admin →
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Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded  · 

Hi,

Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:

  1. Open your task on Monday.com and click on the item you’d like to create a document from.
  2. Select the Settings icon under the PandaDoc widget, then select Modal view from the drop-down. 

As a result, when you create a document, you will remain in Monday.com and will not be redirected to a new page.

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  • liam commented  · 

    This would be great. Especially if you could send a document to sign directly from Monday.com instead of having to go through to a new tab.