Can GetSign Form Filler populate the with data from monday.com?

Yes. After GetSign automatically detects the fields in your , 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.

Can I convert an existing PDF into a digital form?

Yes. GetSign allows teams to upload existing PDF 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.

Do need a monday.com account to complete the form?

No. 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.

Can the be sent automatically on monday.com?

Yes. GetSign supports monday.com automations for 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.

Can I track the status of a after sending it on monday.com?

Yes. GetSign provides visibility into the document lifecycle, allowing teams to see when the has been sent, opened, completed, or signed. This makes it easier to follow up and keep processes moving forward.

Can the collect legally binding electronic signatures on monday.com?

Yes. GetSign supports legally binding electronic signatures and maintains an audit trail for completed . Teams can collect approvals, acknowledgements, and signatures without requiring recipients to print or scan paperwork.

Accounts Receivable and Payments · monday.com

Automate Pro forma invoice on monday.com

Q: Can GetSign automatically detect fields in the ?

Yes. GetSign automatically detects fields in the . 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.

Finance admins use a pro forma invoice to formalise accounts receivable and payments details and get sign-off before the process moves forward. GetSign pre-fills it from your monday.com board and collects customers and billing contacts sign-off without any manual follow-up.

Add to monday.com Watch demo

14-day free trial20 free documentsNo credit card

What is the Pro forma invoice on monday.com?

A finance form that collects payment authorizations or customer billing details and records them in monday.com.

How it works

How GetSign handles the Pro forma invoice.

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 invoice number, amount, due date, customer, and payment terms 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 Pro forma invoice in monday.com.

No separate form system or custom integration is required.

Upload your form

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

Map board columns

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

Trigger from the board

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

Collect responses

Customers & billing contacts complete and sign through a secure browser link.

Sync the result

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

Who it's for

Who uses GetSign for the Pro forma invoice?

Finance teams send the Pro forma invoice to customers or counterparties directly from a payment item in monday.com, collecting authorizations that update the board status on completion.

Finance admin, customer, finance manager

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

→Secure link
No login

Customers & billing contacts

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

FAQ

Frequently asked questions about the Pro forma invoice on monday.com.

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

Can GetSign automatically detect fields in the Pro forma invoice?−

Yes. Upload the form once and GetSign identifies supported text inputs, dropdowns, dates, checkboxes, and signature fields.

Can the Pro forma invoice be pre-filled from monday.com?+

Yes. Map board columns once and GetSign can pre-fill known values such as invoice number, amount, due date, customer, and payment terms before sending.

Do recipients need a monday.com account?+

No. Customers & billing contacts receive a secure browser link, complete the required fields, and sign without joining your monday.com account.

Who can start this form workflow?+

Finance admin, customer, finance manager can trigger it from the relevant board item or through a monday.com automation.

monday.com certified app

Start automating your Pro forma invoice workflow today.

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

Add to monday.com