Automate Program intake form on monday.com

Program managers send a program intake form to donors or applicants from a, collecting donor, grant and signatures in one guided flow. GetSign pre-fills known details from monday.com so donors only complete what's missing, then sign instantly.

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What is the Program intake form on monday.com?

Most teams handle this over email. They send a PDF, Donors, volunteers & grant applicants fills it manually, sends it back, someone re-enters the data into their system, and the file gets buried in a folder. GetSign replaces that entire process inside monday.com.

How It Works

How GetSign handles the Program intake form.

GetSign is a monday.com-native document app. Upload your Program intake form PDF once and GetSign auto-detects every field — donor, grant, program, amount, reporting dates. No manual field setup.

Auto-detect every
field, instantly.

GetSign auto-detects every field in the Program intake form PDF the moment you upload it. No manual setup, no dragging and dropping — every field, including donor, grant, program, amount, reporting dates , is identified instantly.

Pre-fill from your board, automatically.

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.

A clean guided interface, not a raw PDF.

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.

Setup

How to collect the Program intake form in monday.com.

No API setup. No third-party integrations. Everything happens inside monday.com.

Upload your Program intake form PDF

Add it once — GetSign auto- detects all fields immediately.

Map board columns to fields

Name, email, company — pre-filled on every send.

Trigger it from your board

Manually, or via a monday.com automation on status change.

Donors, volunteers & grant applicantsfill & sign

In their browser — no account no app to download.

Data syncs back to your board

Columns update and the signed PDF attaches immediately.

Who it's for

Who uses GetSign for the Program intake form ?

Program manager, donor, volunteer, grant officer use GetSign to send the Program intake form to Donors, volunteers & grant applicants directly from their monday.com board. Program or development teams send the Program intake form to donors or applicants from a campaign item in monday.com, collecting pledges or applications that update the fundraising board.

Sends the form

Contractor

Work straight from the board — one click sends
the form, pre-filled with what you already know.

Fills & signs

Employee

Open the link in any browser and complete a clean, guided form —
one question at a time. No login, no app.

Related forms

Related forms on monday.com.

Teams using GetSign for the Program intake form also automate these forms inside monday.com.

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FAQ

Frequently asked questions about the Program intake form on monday.com.

Can GetSign automatically detect fields in the Program intake form ?

Yes. GetSign automatically detects fields in the Program intake form. 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.

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

Yes. After GetSign automatically detects the fields in your Program intake form, 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 Program intake form PDF into a digital form?

Yes. GetSign allows teams to upload existing PDF Program intake form 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 Donors, volunteers & grant applicants need a monday.com account to complete the form?

No. Donors, volunteers & grant applicants 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 Program intake form be sent automatically on monday.com?

Yes. GetSign supports monday.com automations for Program intake form 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 Program intake form after sending it on monday.com?

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

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

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

Start automating your Program intake form workflow today on monday.com

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