Manually creating documents can be time-consuming, prone to errors, and disruptive to your workflow. With GetSign’s template creator for monday.com, you can design, map, and automate professional documents directly from your monday.com board. Whether you need proposals, contracts, or project briefs, this feature ensures you get the doc you need, when you need it—all without leaving your workspace.
Template Creator for monday.com with GetSign
GetSign is a powerful eSignature tool that integrates with monday.com, making it easy to create, send, sign, and track documents from within your boards. Whether you need to sign purchase orders, price quotes, contracts, or agreements, GetSign has you covered.
Step-by-step guide to using Template Creator for monday.com
Below is a step-by-step guide to using Template Creator for monday.com with GetSign for a smooth document signing experience. Each phase walks you through creating, sending, signing, and tracking documents—all within your monday.com boards.
Step 1: Choose the Workflow That’s Right for You
1. Create Templates + Sign Documents
Merge data from your board into documents that require regular signatures.
2. Sign Documents
Use existing documents that are ready to be signed.
3. Create Templates + Generate Documents
Merge data from your board into documents, then save them back on your board.
Step 2: Upload or Create a New Template
1. Once you’ve selected your preferred workflow, just click the ‘Upload a New Template‘ button – it’s that straightforward!
2. Choose a file from your device or a previously stored document. Whether you prefer using an existing document or wish to upload a fresh one, the choice is entirely yours.
3. Experience seamless document management as GetSign handles the rest.
Step 3: Sign documents in minutes, not hours
Kickstart the process by simply clicking the ‘Prepare’ button, and you’ll seamlessly transition to the GetSign signature builder. Customize your document effortlessly with drag-and-drop functionality.
– Drag and drop the fields you need to personalize your document.
– Hit “Save” and we’ll take care of the rest.
We have all the fields you need to collect information from your customers:
– Text Boxes for free-form input
– Checkboxes for quick approvals
– Sign Date Fields to capture when the document is signed
– Drop-downs for selectable options
– Line Items for listing products or services
– Board Fields such as Item name, status, email, text, number, formula, date, and more
Save your changes, and GetSign will handle the rest. Our versatile fields cater to all your customer data collection needs.
And that’s just the beginning! Explore a wealth of options for a personalized document experience.
Step 4: Set Up Your Document Delivery
1. In the lower part of the screen, select the email, files, and status columns you want to use.
2. Enter the sender’s name and email address—you’ll be prompted to confirm your sender email to protect against spam.
3. For added security or payment needs, choose from: One-Time Password (OTP)
Stripe Integration for payment collection
Step 5: Ready to Go? Send Your Document Instantly!
1. Double-check that all essential details (fields, sender info, security options) are correct.
2. Click the “Send” button to dispatch your document.
3. Recipients receive an email link to review and sign—no extra logins or software required.
Step 6: Track Your Document’s Journey
Real-Time Monitoring: Keep tabs on when each recipient opens, reviews, or signs the document.
Status Updates: Track progress in your monday.com board to see which documents are pending, signed, or require follow-up.
Audit Trail: Every action is logged, ensuring you have a complete history of sign-offs and approvals.
Key Benefits of Using GetSign’s Template Creator for monday.com
When you integrate GetSign with your monday.com boards, you unlock a range of time-saving and efficiency-boosting advantages:
- Reduced Manual Work:
- Eliminate repetitive copy-pasting and manual data entry.
- Let automations handle the routine tasks so you can focus on high-value activities.
- Improved Data Accuracy:
- Automatically pull the latest project details or client information from monday.com.
- Minimize human error by mapping columns to template fields.
- Brand Consistency:
- Ensure every document you generate aligns with your company’s look and feel.
- Add logos, color schemes, and fonts that reflect your brand identity.
- Streamlined Approvals & Signatures:
- Combine template creation with GetSign’s eSignature feature for a complete end-to-end solution.
- Simplify the review and approval process without leaving monday.com.
- Enhanced Team Collaboration:
- Allow multiple team members to contribute to or update templates in real time.
- Keep communication centralized and transparent across departments.
- Scalable & Customizable Workflows:
- Use conditional logic and custom triggers to handle complex document processes.
- Adapt the system to your evolving business needs, from small teams to enterprise operations.
See GetSign eSignatures in action
Create secure and intuitive eSignature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.
