We have experimented with a couple of Document Signing options. The Docusign integration with Monday works decently, but their pricing and use model is whacked - limiting one to only 100 ‘signings’ per account is completely useless for firms that are doing regular onboarding and using it, for example. So we’ve been exploring other options.
Zohosign has a very similar product to Docusign, but doesn’t seem to have the same webhook integration for receiving documents, that is, there doesn’t appear to be the same type of option where if a user returns a signed document, that Monday has a hook to see it, and attach it to that record. Assuming make.com or Zapier might help with this.
Has anyone used/linked other solutions than Docusign (pandadoc appears to be another possibility) where the incoming (returned) signed documents are easily attached to a column/field in Monday.com?
Zoho’s integration where you can use their Zohodrive is not very useful - it opens up the shared drive, but then it’s just a mess of documents, with no distinguishing them other than dates of creation, so one has to sift/open/view documents to find what one might need. And one can sign into Zohosign and then sift through their dashboard to see who sent what, but this is very manual, and defeats the purpose of automation!
Hi @Gregory - we have setup make.com integrations with PandaDoc and monday in the past. Zoho Sign is not something we have experience in, but it is available in make.com so likely possible to integrate with monday in this way.
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