Getting new members started quickly starts with a customer onboarding form — capturing customer stakeholders, goals and formal sign-off from new customers and end users. CSMs trigger it from monday.com and have the completed, signed copy archived to the board automatically.
4.8 on monday.com Marketplace · 4,000+ teams
GetSign is a monday.com-native document app. Upload your Customer onboarding form 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 onboarding form 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 onboarding form to New customers & end users directly from their monday.com board. Customer success teams send the Customer onboarding form 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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