An agency offboarding form documents client, project and creates a signed record between account manager and agency clients. With GetSign on monday.com, trigger it from your board, collect signatures, and auto-attach the signed copy.
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GetSign is a monday.com-native document app. Upload your Agency offboarding form PDF once and GetSign auto-detects every field — client, project, deliverables, timeline, budget, revision terms. No manual field setup.
GetSign auto-detects every field in the Agency offboarding form PDF the moment you upload it. No manual setup, no dragging and dropping — every field, including client, project, deliverables, timeline, budget, revision terms , is identified instantly.
If you already have the recipient’s name, company, or
contact details on your board, GetSign populates those
fields before sending. The recipient only fills what you do
not already know.
Recipients see one field at a time in a simple step-by-step
flow. No scrolling through pages, no missed fields — and
higher completion rates every time.
No API setup. No third-party integrations. Everything happens inside monday.com.
Name, email, company — pre-filled on every send.
Manually, or via a monday.com automation on status change.
In their browser — no account no app to download.
Columns update and the signed PDF attaches immediately.
Account manager, client approver, creative lead use GetSign to send the Agency offboarding form to Agency clients directly from their monday.com board. Account managers send the Agency offboarding form to clients from a project item in monday.com, collecting approvals or revision requests that update the project status automatically.
Contractor
Work straight from the board — one click sends
the form, pre-filled with what you already know.
Employee
Open the link in any browser and complete a clean, guided form —
one question at a time. No login, no app.
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