Automate Customer information sheet on monday.com

CSMs collect customer stakeholders, goals from new customers and end users using a customer information sheet before the next stage can begin. GetSign pre-fills known details from monday.com so new customers and end users only complete what's missing, then sign instantly.

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What is the Customer information sheet on monday.com?

Most teams handle this over email. They send a PDF, New customers & end users fills it manually, sends it back, someone re-enters the data into their system, and the file gets buried in a folder. GetSign replaces that entire process inside monday.com.
How It Works

How GetSign handles the Customer information sheet.

GetSign is a monday.com-native document app. Upload your Customer information sheet PDF once and GetSign auto-detects every field — customer stakeholders, goals, timeline, system details, contacts. No manual field setup.

01

Auto-detect every
field, instantly.

GetSign auto-detects every field in the Customer information sheet PDF the moment you upload it. No manual setup, no dragging and dropping — every field, including customer stakeholders, goals, timeline, system details, contacts , is identified instantly.

GetSign Form - Auto detection of fields
02

Pre-fill from your board, automatically.

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.

03

A clean guided interface, not a raw PDF.

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.

A clean guided interface, not a raw PDF.
Setup

How to collect the Customer information sheet in monday.com.

No API setup. No third-party integrations. Everything happens inside monday.com.

Upload your Customer information sheet PDF
Add it once — GetSign auto- detects all fields immediately.
Map board columns to fields

Name, email, company — pre-filled on every send.

Trigger it from your board

Manually, or via a monday.com automation on status change.

New customers & end usersfill & sign

In their browser — no account no app to download.

Data syncs back to your board

Columns update and the signed PDF attaches immediately.

Who it's for

Who uses GetSign for the Customer information sheet ?

CSM, implementation manager, customer admin use GetSign to send the Customer information sheet to New customers & end users directly from their monday.com board. Customer success teams send the Customer information sheet on deal close, pre-filling company and contact details from monday.com so new customers only need to confirm or add missing information.

Sends the form

Contractor

Work straight from the board — one click sends
the form, pre-filled with what you already know.

Fills & signs

Employee

Open the link in any browser and complete a clean, guided form —
one question at a time. No login, no app.

Related forms

Related forms on monday.com.

Teams using GetSign for the Customer information sheet also automate these forms inside monday.com.

W-9 Tax form

Tax · 3 board columns

NDA (Non-disclosure Agreement)

Legal · 2 board columns

Offer letter form

HR · 5 board columns

Purchase order form

Procurement · 3 board columns

Invoice approval form

Account · 2 board columns

Vendor agreement form

Operations · 5 board columns

FAQ

Frequently asked questions about the Customer information sheet on monday.com.

Yes. GetSign automatically detects fields in the Customer information sheet. Upload the PDF once and GetSign automatically identifies fillable fields throughout the document. Text inputs, dropdowns, dates, checkboxes, signatures, and other supported fields are detected without requiring manual setup. Once detected, those fields can be mapped to monday.com data and used with GetSign Form Filler.
Yes. After GetSign automatically detects the fields in your Customer information sheet, GetSign Form Filler can populate those fields using data already stored in your monday.com board. Information such as names, emails, company details, reference numbers, and other mapped values can be inserted automatically before the form is sent. This reduces repetitive data entry, improves accuracy, and helps teams generate completed forms faster.
Yes. GetSign allows teams to upload existing PDF Customer information sheet and transform them into interactive digital experiences. Instead of printing, scanning, or editing PDFs manually, recipients can complete the form through a guided online workflow.
No. New customers & end users receive a secure link and can complete the form directly in their browser. They do not need access to your monday.com workspace, a monday.com license, or a separate GetSign account.
Yes. GetSign supports monday.com automations for Customer information sheet that can generate and send forms based on workflow events. This helps teams eliminate repetitive manual tasks and ensure documents are sent at the right stage of a process.
Yes. GetSign provides visibility into the document lifecycle, allowing teams to see when the Customer information sheet has been sent, opened, completed, or signed. This makes it easier to follow up and keep processes moving forward.
Yes. GetSign supports legally binding electronic signatures and maintains an audit trail for completed Customer information sheet. Teams can collect approvals, acknowledgements, and signatures without requiring recipients to print or scan paperwork.

Start automating your Customer information sheet workflow today on monday.com

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