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M&A and Due Diligence · monday.com

Automate Exclusivity agreement form on monday.com

Legal counsels use an exclusivity agreement form to formalise m&an and due diligence details and get sign-off before the process moves forward. GetSign pre-fills it from your monday.com board and collects counterparties in a transaction sign-off without any manual follow-up.

14-day free trial20 free documentsNo credit card

What is the Exclusivity agreement form on monday.com?

An exclusivity agreement form grants a prospective buyer or partner a defined period during which the seller agrees not to negotiate with other parties, giving the buyer time to complete due diligence and finalise terms.

How it works

How GetSign handles the Exclusivity agreement form.

Upload the form once, connect it to monday.com, and give recipients a focused completion experience.

01 · DETECT

Auto-detect every field, instantly.

GetSign detects supported text inputs, dropdowns, dates, checkboxes, and signatures.

Field detectionReady
Document form
Name FIELD
Company FIELD
Email FIELD
Signature FIELD
Board data mappingReady
Sourcemonday.com board
StatusReady to send
Recipient ← Contact
Company ← Account
Email ← Email
02 · PRE-FILL

Pre-fill known details from your board.

Map party names, transaction description, exclusivity period, territory, and restrictions on the seller once so known values are ready before the form is sent.

03 · COMPLETE

Guide recipients through a clean form.

Recipients complete only what is missing and sign from a secure browser link without a monday.com account.

Guided completionReady
Review your information
Recipient input
Continue →
Setup

How to collect the Exclusivity agreement form in monday.com.

No separate form system or custom integration is required.

1

Upload your form

Add the source document once and let GetSign detect supported fields.

2

Map board columns

Connect existing monday.com values to the fields that can be pre-filled.

3

Trigger from the board

Send manually or start the form when a workflow status changes.

4

Collect responses

Counterparties in a transaction complete and sign through a secure browser link.

5

Sync the result

Update the board and attach the completed document to the source item.

Who it's for

Who uses GetSign for the Exclusivity agreement form?

Legal or corporate development teams send the exclusivity agreement to counterparties from the deal board item in monday.com, collecting signatures, and automatically setting the exclusivity period tracking milestone on the board.

S

Legal counsel, CFO, CEO

Works from the relevant monday.com board item and sends it with known details already filled.

Secure link
No login
R

Counterparties in a transaction

Opens a secure browser link and completes a guided, one-question-at-a-time form — no account required.

FAQ

Frequently asked questions about the Exclusivity agreement form on monday.com.

How GetSign connects the form, its data, and the completed record to your board.

Yes. Upload the form once and GetSign identifies supported text inputs, dropdowns, dates, checkboxes, and signature fields.
Yes. Map board columns once and GetSign can pre-fill known values such as party names, transaction description, exclusivity period, territory, and restrictions on the seller before sending.
No. Counterparties in a transaction receive a secure browser link, complete the required fields, and sign without joining your monday.com account.
Legal counsel, CFO, CEO can trigger it from the relevant board item or through a monday.com automation.
monday.com certified app

Start automating your Exclusivity agreement form workflow today.

14-day free trial · 20 free documents · No credit card