Automate Referral agreement form on monday.com

A referral agreement form captures referring partner name, referred customer — required whenever partnership and reseller agreements needs a complete, signed record on file. GetSign sends, fills, and syncs it from monday.com, with the signed copy attached to your board automatically.

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What is the Referral agreement form on monday.com?

Most teams handle this over email. They send a PDF, Referral partners 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 Referral agreement form.

GetSign is a monday.com-native document app. Upload your Referral agreement form PDF once and GetSign auto-detects every field — referring partner name, referred customer, referral fee or commission, payment trigger, qualifying criteria, exclusivity, term, partner signature, company signature. No manual field setup.

Auto-detect every
field, instantly.

GetSign auto-detects every field in the Referral agreement form PDF the moment you upload it. No manual setup, no dragging and dropping — every field, including referring partner name, referred customer, referral fee or commission, payment trigger, qualifying criteria, exclusivity, term, partner signature, company signature , 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 Referral agreement form in monday.com.

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

Upload your Referral agreement 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.

Referral partnersfill & 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 Referral agreement form ?

Sales director, partnerships manager use GetSign to send the Referral agreement form to Referral partners directly from their monday.com board. Sales or partnerships teams send the referral agreement to new referral partners from the partnerships board item in monday.com, collecting signed agreements, and automatically tracking referred deals and commission calculations on the 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 Referral agreement form also automate these forms inside monday.com.

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Offer letter form

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Invoice approval form

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Vendor agreement form

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FAQ

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

Can GetSign automatically detect fields in the Referral agreement form ?

Yes. GetSign automatically detects fields in the Referral agreement 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 Referral agreement form with data from monday.com?

Yes. After GetSign automatically detects the fields in your Referral agreement 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 Referral agreement form PDF into a digital form?

Yes. GetSign allows teams to upload existing PDF Referral agreement 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 Referral partners need a monday.com account to complete the form?

No. Referral partners 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 Referral agreement form be sent automatically on monday.com?

Yes. GetSign supports monday.com automations for Referral agreement 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 Referral agreement form after sending it on monday.com?

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

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

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

Start automating your Referral agreement form workflow today on monday.com

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