Generate quotes and invoices instantly — and close deals faster, all from monday.com

Auto-generate and personalize sales documents from your monday.com board — with quotes, invoices, and signatures in one smooth flow.

From board data to branded docs — Instantly

No more copy-paste errors, formatting work, or switching between tools.
GetSign lets you turn monday.com item data into professional quotes and invoices in seconds — complete with branding, totals, taxes, and optional signature or payment links.

Close deals. Get paid. Do it all inside monday.com.

Whether you’re quoting a new project or billing an existing client, GetSign streamlines your document flow from offer to payment — fully automated, fully accurate.

Auto-fill documents with pricing, product, and contact data
Include tax calculations, subtotals, and totals — no formulas needed
Add eSign fields and payment links for instant action
Apply your logo, brand colors, and custom layout
Export to PDF or send directly from your board

Build & send revenue documents

Transform your monday.com boards into a powerful sales engine — Here’s how

Select the items from your board

Use any item on your monday.com board with pricing, customer, or deal info.

Choose your template

Start from a quote, invoice, or custom format tailored to your use case.

Configure subitem columns to display

(e.g., product name, quantity, unit price, discount). Save changes to finalize the document structure.

Send

Dispatch your quote or invoice via email, share the link. Recipients can view, sign, and approve your document immediately.

Track progress from your board

Real time updated along with the progress

Real-world wins

Explore how different teams can streamline their workflows with GetSign.

Operations & Service Managers:

Trigger post-project billing or SOWs the moment a job status moves to “Completed”—no follow-up required.

Legal & Compliance

Distribute updated policies or compliance docs to every employee with a single click.

Sales Operations

Quickly assemble itemized proposals with subitems, including product details, prices, and discounts.

Finance & billing

Automate monthly or quarterly invoices with pre-set line items, minimizing repetitive work.

Client onboarding

Send ready-to-sign welcome packages with pricing, service details, and first-payment terms—all automated from the board.

Built for speed, accuracy, and scale

Whether you’re sending one quote or hundreds of invoices each month, GetSign ensures every document is consistent, accurate, and ready to act on — without slowing down your workflow.

Faster turnaround

send out quotes or invoices within minutes, speeding up approvals and payments.

Professional-looking PDFs

Generate branded quotes or invoices, itemized lists, all from a single interface.

Full visibility on every action

See who signed, who hasn’t, and what’s overdue at a glance.

Secure & Compliant

Every signature includes a legal audit trail and meets global standards.

No extra tools required

Use it inside monday.com — no integrations, no juggling apps.

Quote faster. Bill smarter. Close directly from monday.com.

From first offer to final payment—automate your entire sales document flow with GetSign.