monday.com e-signature options compared

The options compared

Everything about the other products below comes from their own pages, linked in each section. Products change often, so check those pages before you decide.

WorkForms Signature question

WorkForms has a Signature question. monday.com’s question types article maps it to a Files column on the board and says it isn’t available inside the Subitems question type. Its settings article says a saved draft of the form doesn’t keep the signature, and that response editing doesn’t cover this question.

It’s a fit when the person filling in the form is the signer, for example a consent on an intake form.

monday.com’s Docusign app

monday.com’s Docusign app adds an item view and an automation. According to its support article, the app takes files from the item’s File column into the envelope and can add the signed documents back to that column. The same article lists it as available to admins of Docusign Business Pro accounts and above, or accounts with Advanced API enabled.

Docusign Integration Plus

Docusign Integration Plus is a marketplace app built and supported by Interacti Digital. It sends envelopes from the item view or from automations, and works with production accounts and free developer (sandbox) accounts.

• Send from a template or a file. Fill a Docusign template from your columns, or send a File column document with anchor tags and no template.
• Track every outcome. Ten tracking templates react to sent, viewed, completed, declined and voided envelopes, and can change a status, post an update, fill columns or move the item.
• Keep the document. Save the signed documents, the Certificate of Completion or both to a File column.

Values a signer types into the document don’t come back as column data. You need a Docusign account for production use, and the app is billed through the monday.com marketplace. See the pricing page.

GetSign

GetSign is a marketplace app by Jetpack Apps. Its getting started guide says:

• It supports Docx and PDF files.
• You add columns for status, email and files, and the receiver’s email comes from the board’s email column.
• The receiver gets a “Review & Sign” email.
• The board and item view status update as the receiver views and signs.
• The signed document can be downloaded from the email or from the board.

The same guide has a separate section on generating documents into a File column. Jetpack Apps’ product page has the current feature list, including its signing order option.

PandaDoc

PandaDoc’s monday.com integration page describes creating, tracking and sending documents for eSignature from monday.com, with documents filled from monday.com fields.

Zapier or Make

Workflow tools connect monday.com to an e-signature tool through steps you build yourself.

• Zapier’s Docusign and monday.com page lists Docusign steps such as Send Envelope Using Template, Envelope Completed and Download Envelope Document, and a monday.com step called Upload File to Specific Column.
• Make’s Docusign and monday.com page lists triggers such as Watch Envelope Completed, and a monday.com action called Add a File to a File Column Value.

The difference from an app is where the workflow lives. Here are the two paths for a signed Docusign envelope:

1. Item on your board
2. Docusign Integration Plus
3. Docusign envelope
4. The same item updates

1. Item on your board
2. Zap or Make scenario
3. Docusign envelope
4. Your workflow finds the item and updates it

Docusign + monday.com: native app vs Zapier vs Make compares the Docusign routes in more detail.

Which one to pick

• The person filling in a form signs it: the WorkForms Signature question.
• You use Docusign on a plan that qualifies and want monday.com’s own app: monday.com’s Docusign app.
• You use Docusign and want the board to follow every envelope: Docusign Integration Plus.
• You don’t use Docusign and want signing from the board: a marketplace app with its own signing, such as GetSign, or a document tool such as PandaDoc.
• Signing is one step in a flow across many apps: Zapier or Make.

For the whole Docusign setup, read the Docusign and monday.com guide.