Sign Sync for DocuSign

Kayabyte Sign Sync sends DocuSign envelopes from monday.com items and brings everything back to the board: the envelope status, who has signed, the signed PDF and, if you want, the key contract terms read by AI.

What it does

• Send from the board. Pick one of your DocuSign templates once, map its signer roles to columns (email and name), and send it for any item with one click, from the item’s DocuSign view, or automatically when a status changes (for example to “Ready to sign”).
• Prefill template fields from columns, so the document already shows the customer’s company name, the order value or any other field.
• Status on the item. A status column shows Sent, Viewed, Signed, Declined or Voided, and a text column lists each signer’s progress. Updates arrive within seconds of someone signing.
• Signed PDF in a file column, with DocuSign’s certificate of completion, plus the signed date and a link to the envelope in DocuSign.
• AI contract terms (optional, Pro plan): when everyone has signed, AI reads the signed agreement and fills columns you choose, such as contract value, start date, end date or notice period. Each value is posted as an update on the item with the sentence it came from, and values the document doesn’t state are left empty.
• Works on DocuSign Standard. You connect with your own DocuSign user; no DocuSign API plan or Connect add-on is needed.

How to use it

1. Open a board, click + next to the board views, choose Apps, then Sign Sync.
2. Click Authorize monday access (a monday admin does this once per account).
3. Click Connect DocuSign and sign in with the DocuSign user that should send the envelopes.
4. Choose a template, map each signer role to an email column, and click Add recommended columns to add Signature, Signed document, Signers, Signed on and DocuSign envelope columns.
5. Click Save settings. Send from the list in the view, from an item’s DocuSign view, or turn on Send automatically.

See Get started for details, Pricing and the FAQ.

Requirements

• A monday.com account on any plan where board views and apps are available.
• A DocuSign eSignature account on a plan with partner integrations (Standard, Business Pro, Enhanced or higher). The DocuSign Personal plan isn’t supported.

Questions? Email support@kayabyte.dev.