Creating, formatting, and manually sending documents across departments or to clients can slow down your workflow and introduce unnecessary risk. With GetSign’s document generation and eSignature automation for monday.com, you can instantly turn your board data into professional PDF documents—ready for signing, storage, and action.
This guide walks you through how to set up document generation, automate delivery, and integrate signatures—all inside monday.com.
What is document generation in GetSign?
Document generation automates the creation of files like contracts, agreements, invoices, or proposals using live data from your monday.com boards. Instead of manually editing templates, GetSign pulls data directly from fields like names, emails, dates, and status to populate your documents dynamically.
With GetSign’s document generator, you can:
- Create fillable, brand-aligned PDF templates
- Merge them with board data in real time
- Trigger automatic generation and signing workflows
Why document generation matters
- Reduces manual tasks: No more copy-pasting or repetitive formatting
- Eliminates errors: Dynamic fields prevent typos and inconsistencies
- Standardizes branding: Use custom templates with consistent layouts
- Automates workflow: Generate documents when status or item conditions are met
- Accelerates turnaround: Send, sign, and store PDFs in minutes, not hours
Use cases for document generation with GetSign
1. Auto-generate client agreements at project kickoff
Scenario: A marketing agency needs to send a pre-approved agreement to every new client after the sales lead marks a deal as “Closed Won.”
Without automation: The sales team fills in a template manually, sends it by email, and waits for a signed copy—often taking hours.
With GetSign:
- The document is generated instantly using board data
- Signature fields are pre-filled and triggered automatically
- The client receives a branded, sign-ready PDF within seconds
This saves hours of admin work each week and improves client experience.
2. HR onboarding documentation
Generate offer letters, onboarding checklists, and compliance forms for every new hire when their status changes to “Hired.” HR teams save time and ensure all documentation is consistent and stored in one place.
3. Sales proposal automation
Auto-generate customized sales proposals using client-specific data when a deal stage changes. Sales reps no longer need to reformat or copy information manually.
4. Vendor or subcontractor agreements
Automatically create and distribute contracts to vendors when their onboarding is approved. This ensures timely execution and standardized documentation.
5. Event registration confirmations
Generate confirmation letters, itineraries, or consent forms for event registrants based on their sign-up details stored in monday.com.
These use cases show how GetSign’s document generation supports multiple departments in automating manual processes and reducing turnaround times.
Step-by-step: How to generate documents for eSignatures with GetSign on monday.com
Step 1: Configure the document generation flow in settings
Go to your GetSign settings panel. You will now see a GetSign Generate toggle:
- Enable it to activate document generation
- Choose a column and a specific label (e.g., “Generate Now”) that will act as a trigger
- If you upload a DOCX file, you can choose whether to generate a PDF or a DOCX output
There is no need to use the marketplace or a separate integration anymore—everything is handled directly in settings.
Step 2: Upload and pin your template file
- Upload your document (DOCX or PDF)
- Pin the file in the document field to make it active for generation
Important: If the file is not pinned, generation will not work. Files added via “Use Stored Documents” or “Upload File” remain unpinned by default.
Step 3: Generate the document manually or via status change
After configuring your flow in settings:
- A Generate button will now appear in the item view
- You can click this button to generate the document manually
- Alternatively, you can change the status to the configured label (e.g., “Generate Now”) to trigger document creation automatically
Step 4: View and access the generated document
Once generated:
- The document will appear in the File column of the item
- From there, you can view, download, or route it for signing via the Sign Documents workflow
Benefits of using document generation with GetSign
- Automates repetitive paperwork: Generate polished PDFs using your real-time board data
- Works at scale: Ideal for teams managing dozens of client files, projects, or contracts weekly
- Secure and compliant: All documents follow audit standards and data encryption
- No manual formatting: Consistent output with pre-approved templates
- Fully integrated with eSignatures: Route generated documents directly to recipients for signing
FAQs:
Can I generate different documents for different workflows?
Yes. Each workflow can have its own template, mapping, and trigger conditions.
What file formats are supported for upload?
GetSign accepts DOCX and PDF files when uploading templates.
Can generated PDFs include signatures?
Yes. You can add eSignature fields to any template using the signature builder.
Where are generated documents stored?
In the file column of the related item on your monday.com board.
What happens if I forget to pin the uploaded file?
The document will not generate. Pinning the file is required for generation to work.
Conclusion
Document generation with GetSign on monday.com streamlines how your business creates, customizes, and delivers client-ready documents. From contracts and forms to internal checklists, this feature helps you:
- Save time
- Eliminate errors
- Deliver faster
Start generating dynamic PDF documents today and empower your monday.com workflow with smarter automation.
