A sales tax exemption form captures purchaser name, entity type, exemption reason — required whenever tax and compliance forms 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 Sales tax exemption form PDF once and GetSign auto-detects every field — purchaser name, entity type, exemption reason, state of purchase, vendor name, description of goods, exemption certificate number, authorised signature. No manual field setup.
GetSign auto-detects every field in the Sales tax exemption form PDF the moment you upload it. No manual setup, no dragging and dropping — every field, including purchaser name, entity type, exemption reason, state of purchase, vendor name, description of goods, exemption certificate number, authorised signature , 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.
Finance manager, procurement team, accounts payable use GetSign to send the Sales tax exemption form to Customers, vendors & purchasing entities claiming tax exemption directly from their monday.com board. Procurement or finance teams send the sales tax exemption form to vendors or customers from a purchase order item in monday.com, collecting the signed exemption certificate and attaching it to the relevant purchase record before invoicing.
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
