Wondering if you can use GetSign with Connect Board items? Well, now you can! Teams often manage different types of information on separate monday.com boards. For example, a sales team might track client details on one board and product pricing on another. When it’s time to generate documents like invoices or quotes, these teams need a way to combine data from multiple sources.
Manually copying details such as product quantities, prices, or line item costs from a “Products” board into an invoice or quote on a “Client Orders” board is slow and prone to errors. This manual data transfer creates friction, especially for documents that involve many dynamic items, leading to inaccuracies and wasted time that could be spent on core tasks.
This guide will show you how to leverage monday.com’s Connect Boards and Mirror Columns with GetSign. By linking items across boards, you can automatically pull dynamic data into your document templates, ensuring accuracy and streamlining the creation of professional documents like invoices, quotations, or contracts.
Step-by-Step Setup to generate documents from connect board data on monday.com
Follow these steps to configure GetSign to generate documents using data from linked monday.com boards:
- Upload Your Document Template to GetSign
- Open the monday.com item where you’ll be generating documents.
- Navigate to your GetSign app view within the item.
- Upload your document template. It must be in DOCX format.
- Add a Connect Boards Column to Your Main Board
- Return to your main monday.com board.
- Click the + icon to add a new column.
- Select Connect Boards.
- Search for and select the specific board that contains the data you want to pull (e.g., your “Products” or “Order Details” board).
- Click Connect Boards.
- Create Mirror Columns for Necessary Data
- For each piece of dynamic data you need from the connected board (e.g., Quantity, Price, Cost), add a separate Mirror Column.
- Click the + icon to add a new column and select Mirror.
- Choose the connected board you configured in the previous step.
- Select the specific column from that board you want to mirror (e.g., “Quantity”).
- Rename the Mirror Column on your main board for clarity (e.g., “Quantity” or “Item Price”).
- Repeat this process for all relevant data points, such as “Price” and a “Cost” column (which might be a Formula column on your connected board).
- Link Items in Your Connect Boards Column
- In the Connect Boards column you added to your main board, click inside a cell for an item.
- Search for and select the specific items from your connected board that you want to include in your document. This action populates your Mirror Columns.
- Configure Connected Board Data in GetSign Editor
- Go back to the GetSign app view within your monday.com item.
- Click on Edit Template to open the DOCX editor in a new tab.
- Inside the editor, click the Connect Board option.
- The “Configure Board Items” menu will appear. It will refresh automatically, pulling in the items you just linked in your Connect Boards column.
- Verify that all your mirrored columns (e.g., “Quantity,” “Price,” “Cost”) are present and displaying correctly. You can view a Table Preview to see how the data will appear.
- Insert the Dynamic Table into Your Template
- Once you’ve confirmed the data, click Save in the “Configure Board Items” menu.
- The dynamic table, populated with data from your linked items and mirrored columns, will be inserted into your DOCX template.
- Save and Exit the GetSign Editor
- Click Save Template, then Save and Exit to close the editor.
- Set Up Automatic Document Generation
- Return to the GetSign Settings within your monday.com item view.
- Turn on the Generate option.
- Select a Status column and a specific value (e.g., “Approved” in a “Status” column) that will trigger the document generation.
- Select a File column on your board where the generated document will be stored.
- Choose your desired File Format (e.g., PDF).
- You can choose to turn off signature collection if it’s not needed for this document.
- Click Save Settings.
Tips, Caveats, and Best Practices
- DOCX Template Format: Always ensure your document templates are saved in DOCX format for compatibility with GetSign.
- Link Items First: You must link items in your monday.com Connect Boards column before configuring the Connect Board feature within the GetSign Editor. The editor pulls data from already linked items.
- Clear Column Naming: Use clear and descriptive names for your Mirror Columns and the corresponding columns on your connected board. This makes mapping data easier within the GetSign editor.
- Utilize Formula Columns: For calculated values like “Cost” (e.g., `Quantity * Price`), create a Formula column on your connected board, then mirror that Formula column. This ensures accurate calculations are pulled directly into your document.
- Review Table Preview: Always use the Table Preview option in the GetSign Editor to ensure your dynamic table appears as expected before saving.
- Signature Workflows: Remember that GetSign can also collect signatures. If your document requires signatures (like a contract or final quote), ensure you configure that option in the GetSign settings.
What the User Can Now Do
With this setup, you can now seamlessly generate complex documents like invoices, quotations, and contracts directly from your monday.com boards. Your team will benefit from automated document creation, drastically reduced manual data entry, and improved accuracy. Data from linked boards will flow directly into your templates, allowing you to trigger document generation with a simple status change and instantly store the final files on your board. This streamlines critical workflows across sales, project management, and HR teams, freeing them to focus on high-value tasks.