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  1. Sign documents directly on Monday.com

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  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.

    liam supported this idea  ·