Just as monday built a Quotes and Invoices feature, there should also be a native contracts feature within monday, where Contracts can be created within monday.
Monday’s Workforms with Signature capability is not a proper solution for this.
Reason: Integrated apps constantly fail. It doesn’t send the contract or recipient doesn’t receive it, E&A compatibility issues at times, fails to upload PDF so cannot edit the template, and so much more. Having a native option in Monday can help mitigate many of these issues.
Necessary and desired capabilities
- Full creative and editing privileges within monday (so can create the contract on the spot without needing to upload from Word or PDF source).
- Column value insertion, including File column.
- Update monday columns from information in Contract (make it optional).
- Signature order
- Can place email addresses within the feature, or grab from email columns. Both are desired.
- Uploading fully signed contract to Files column.
- Tracking of contract.
- Allow formula and mirror data within
- Subitems