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.
4.8 on monday.com Marketplace · 4,000+ teams
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.
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.
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.
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.
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.
Tax · 3 board columns
NDA (Non-disclosure Agreement)
Legal · 2 board columns
HR · 5 board columns
Procurement · 3 board columns
Account · 2 board columns
Operations · 5 board columns
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