Automated Contracts

Streamline and accelerate your workflow with this integration of your current contract service and monday.com. Whether you’re handling new employee agreements, sales proposals, NDAs, or any other type of contract, this integration is designed to enhance your efficiency and save you valuable time.

Why?

We noticed that many companies spend too much time creating contracts, often repeating the same words multiple times, such as the point of contact or company name.

To address this, we developed a solution that integrates with almost every proposal and contract software available on the market.

This integration saves teams multiple hours each week and automatically updates the CRM when a prospect views or signs a contract, providing excellent visibility.

Additionally, it downloads the contract as a PDF and uploads it to the CRM once the contract is signed.

Benefits

Customize with Ease: Tailor your contracts directly within monday.com to meet your specific needs.

Effortless Sending: Once customized, send your contracts with just a few clicks.

Stay Updated: Receive real-time notifications when contracts are opened and signed.

Automatic Saving: Signed contracts are automatically saved as PDFs within monday.com.

Overview and Management: Enjoy a comprehensive view of all contracts in your pipeline and manage them efficiently.

How it works

01. Customization and Drafting

Customize your contract directly in monday.com to fit your specific needs, and then automatically send it to the client through Oneflow or any other contract service with open APIs

02. Real-Time Notifications

Receive instant notifications when clients open and sign the contract, and get a comprehensive overview of its status to stay fully informed. Plus, easily track the progress of each document in real time

03. Auto-sync & Storage

Signed contracts are automatically saved as PDFs in your system, ensuring they are securely stored and readily accessible whenever you need them

04. Dashboard Overview

Gain a clear and detailed overview of your contracts with our intuitive dashboards. With a user-friendly interface, managing your contracts has never been more straightforward or efficient

Talk about automated contracts and other solutions with me

With me, you can discuss everything from solutions to integrations, automations, monday.com, and costs. Contact me directly or fill in your details, and I will get back to you.

Isak Blomkvist

Implementation Consultant
isak@solosap.com