Easily generate and customize documents with GetSign — natively on monday.com

Build, auto-fill, and manage documents using live monday.com board data. GetSign helps you eliminate formatting errors, manual exports, and version control issues with integrated document generation.

Doc Generation

All you need to manage documents effortlessly

Manual document creation introduces errors, delays, and copy-paste chaos. With GetSign’s document generation feature, teams can build dynamic, accurate documents directly inside monday.com. Whether you’re generating quotes, contracts, or onboarding forms — everything is automated and in flow.

Auto-generate personalized quotes from CRM boards

Build offer letters & onboarding packs from HR pipelines

Create NDAs with pre-filled employee or contractor data

Draft project SOWs mapped to milestones and deliverables

Issue branded invoices directly from board values

Generate client policy documents instantly from form entries

Experience the full power of document automation

Key capabilities that make GetSign seamless and efficient.

document generation

Generate documents instantly right from your boards

Create proposals, order forms, invoices, and more — in just a few clicks. No manual formatting, no copy-pasting errors.

Template Gallery on monday.com using GetSign

Use your own Word (.docx) documents as templates

Upload your existing DOCX files and build documents your way. No need to re-create your documents using another tool, no restrictions.

 

add sub items seamlessly

Insert items and subitems seamlessly

Pull live board items and subitems into your documents. Create detailed tables or filtered views with a click.

 

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Send documents automatically

Trigger documents to send from your own email address and templates. Personalize with live board data, no manual follow-up needed.

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Secure Document Storage

Store generated documents securely on their related monday.com items — easy to track, find, and manage.

preview document

Preview before you generate

No more guessing, you can generate unlimited previews of your documents to make sure they are exactly the way you want them. Once you’re ready, automate your documents with confidence.

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Custom Email Branding

Make emails feel like yours — add your logo and messaging so signers know it’s from your company, not a third-party tool.

Track every signature using GetSign Track

Track every Signature

Know who opened, who signed, and who still needs to — all in real time, right inside your monday.com board.

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Secure access with OTP

Add an extra layer of security by requiring a one-time password sent via SMS or email before document access and signing. Compliant with GDPR and HIPAA.

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Automatically remind users who haven't signed

Automatically remind recipients who haven’t signed yet — no need to follow up manually.

Results you’ll see with GetSign

The value GetSign brings to your workflow and productivity.

Generate documents in minutes, not hours

No more waiting for manual formatting — create contracts, quotes, and forms in a few clicks.

Ensure accuracy across all documents

Live board data means fewer typos, mismatched names, or outdated numbers.

Move faster across departments

Sales, HR, Legal, and Ops teams generate personalized documents without external tools.

Reduce tool fatigue

No more toggling between apps. Keep teams productive and focused by handling everything within monday.com.

Strengthen legal & security posture

Control who signs and when with OTP, defined signing orders, and built-in audit logs. Stay protected and compliant.

How signatures flow with GetSign

From document creation to final signature — in one workflow

Choose the right workflow

Select the monday.com board and decide how you want documents to be generated — whether it's creating templates for signing, generating PDFs for storage, or combining both. Pick the flow that matches your needs, ensuring every critical data point automatically moves into your documents.

Upload your document template

Quickly upload your existing DOCX or PDF files into GetSign. Turn your agreements, contracts, or proposals into dynamic templates. No need to recreate anything — just use your documents, ready to be filled with real-time board data.

Map fields to board data

Open the template editor, highlight dynamic fields (like Client Name, Project Title, Deal Value), and map them to corresponding columns on your board. Set automation triggers — like status changes — to generate documents exactly when you need them.

Customize documents with smart fields

Add personalization by dragging and dropping smart fields — like text inputs, dropdowns, checkboxes, and date pickers — into your templates. Whether you're collecting approvals or listing service items, GetSign’s flexible field options make customization effortless.

Generate and store documents instantly

Change a status, trigger an event, and watch GetSign automatically generate your document. Each file is saved securely in your monday.com File Column — ready to view, sign, or download without leaving your board.

Built for every team

Explore how different teams can streamline their workflows with GetSign.

Sales Teams

Auto-generate branded quotes, SOWs, and proposals that reflect deal size and timeline.

HR & People Ops

Create role-based offer letters and onboarding packs without rewriting each one.

Legal & Compliance Teams

Generate NDAs and policy acknowledgments dynamically per department or jurisdiction.

Finance & Procurement

Build invoices and vendor contracts with auto-calculated fields and live totals.

Generate documents faster. Automate smarter.

Start creating, customizing, and sending professional documents — natively inside monday.com with GetSign

GetSign guarantees secure, compliant, and legally binding e-signatures with enterprise-grade protection.