From CRM Card to Signed Agreement – Fast and Organized with Monday and DealBuilder

With DealBuilder integrated into Monday CRM, you can create and send agreements directly from any card. Customer information is pre-filled automatically, and you can send documents for signature via email or SMS – in seconds.

Signing is secure and seamless, utilizing Click-to-sign or other modern electronic signature methods.

Once the document is signed, it can be stored and tracked directly within Monday CRM.

The result? Better workflow, less friction, and a complete overview of your entire sales process.