A retainer agreement form captures client name, retainer value, billing cycle — required whenever agency client workflows 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.
4.8 on monday.com Marketplace · 4,000+ teams
GetSign is a monday.com-native document app. Upload your Retainer agreement form PDF once and GetSign auto-detects every field — client name, retainer value, billing cycle, included services, hours per period, out-of-scope rates, notice period, auto-renewal terms, signatures. No manual field setup.
GetSign auto-detects every field in the Retainer agreement form PDF the moment you upload it. No manual setup, no dragging and dropping — every field, including client name, retainer value, billing cycle, included services, hours per period, out-of-scope rates, notice period, auto-renewal terms, signatures , 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 director, business development, legal team use GetSign to send the Retainer agreement form to Clients directly from their monday.com board. Account directors or business development teams send the retainer agreement to clients from the account board item in monday.com, pre-filling the agreed fee and service scope, collecting the client's signature, and automatically setting up recurring billing and monthly reporting on the board.
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
