Streamlining document workflows starts with a formal proposal — capturing line items, quantities and formal sign-off from clients and prospects. Account executives 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 Formal proposal form PDF once and GetSign auto-detects every field — line items, quantities, pricing, taxes, discounts, validity date. No manual field setup.
GetSign auto-detects every field in the Formal proposal form PDF the moment you upload it. No manual setup, no dragging and dropping — every field, including line items, quantities, pricing, taxes, discounts, validity date , 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 executive, finance approver, customer signer use GetSign to send the Formal proposal form to Clients & prospects directly from their monday.com board. Account managers send the Formal proposal to prospects once a quote is prepared, capturing acceptance or change requests that sync back to the deal board in real time.
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
14-day free trial · 20 free documents · No credit card · Cancel anytime