Generate PDF Documents for eSignatures: Your Document Generator for monday.com
In the modern business environment, document automation is no longer a luxury—it’s a necessity. Manually creating, editing, and distributing documents consumes time and increases the risk of human error. That’s where GetSign comes into play. By integrating a document generator for monday.com, you can effortlessly produce, sign, and manage PDF documents at scale.
GetSign is an effective eSignature tool that works with monday.com to simplify creating PDF documents directly from your boards.
Understanding Document Generation
Document generation involves automating the creation of various documents—such as contracts, invoices, and proposals—using pre-designed templates that dynamically integrate data from your workflow management system.
When implemented as a document generator for monday.com, the system pulls real-time data from monday.com boards and columns, ensuring that every generated document is accurate, consistent, and aligned with your current project status.
Key Features of GetSign Document Generator for monday.com
- Automated Document Creation: Eliminate manual tasks by automatically generating documents from pre-defined templates.
- Customizable Templates & Branding: Personalize your documents with company logos, colors, and formatting standards.
- Real-Time Data Integration: Connect directly with monday.com to ensure that the latest data populates your documents.
- Workflow Automation: Trigger document creation based on specific status changes or events within monday.com.
- Security & Compliance: Maintain an audit trail with encrypted data and secure document storage.
Step-by-Step Process for Document Generation
Implementing the document generator within monday.com involves a series of clearly defined steps. Each phase of the process is critical to ensure that the integration is seamless and effective. Below, we outline each step along with suggested screenshots and description.
1. Find the workflow that's right for you
Start by selecting the monday.com board or workflow where you want to implement automated document generation. This ensures that every piece of relevant data—such as client names, project milestones, or due dates—flows directly into your PDF documents.
Discover the perfect approach for your business needs.
1. Create Templates + Sign Documents
Merge data from my board into documents that need to be regularly signed.
2. Sign Documents
My documents are ready to be signed.
3. Create Templates + Generate Documents
Merge data from my board into documents and save them on my board. For automatic PDF generation, you need to select this workflow.
2. Upload Your Document in a Snap
After you’ve chosen the workflow that’s right for you, simply click on the “Upload a New Template” button. Whether it’s a contract, an agreement, or a project proposal, GetSign accepts multiple formats (e.g., Word, PDF) and quickly transforms them into templates ready for dynamic data entry. It’s that easy!
You can either use an existing document or upload a new one. The choice is yours!
3. Create Your Template Automations
After uploading your document, configure the template automations. Within GetSign.io, you can map specific fields (like “Client Name,” “Project Title,” or “Deadline”) to corresponding columns in your monday.com board.
- Open the Template Editor: Identify which fields in your document need to be dynamic.
- Map the Data Fields: Link each dynamic field to the relevant column in monday.com (e.g., “Status,” “Item Name”).
- Set Trigger Conditions: Decide when to generate the PDF—such as when a status changes to “Ready to Sign.”
4. Document customization made easy
- To get started, give the “Prepare” button a click, and you’ll be smoothly guided to the GetSign signature builder.
- Drag and drop the fields you need to personalize your document.
- Hit “Save” and we’ll take care of the rest.
Once your automations are set, GetSign.io will handle the rest. When a trigger condition is met—like a completed task or a status change—your PDF document is generated automatically.
We have all the fields you need to collect information from your customers:
- Text boxes for collecting free-form text
- Checkboxes for getting agreements
- Sign Date fields for capturing signed date
- Drop-downs for selecting options
- Line items for listing products or services
Here are the fields you can find on your board: Item name, status, email, text, number, formula, date, and many more.
5. Ready to Roll? Generate your document Now!
Once you’ve got all the vital details in place and your signature fields set up, you’re good to go! Just change the status to kickstart the document-generation journey. It’s that simple!
6. See your created document in the file column
With the document generator for monday.com, you can store and access the newly created PDF right inside your monday.com board. The File Column conveniently houses all generated documents, so your team can review, sign, or download them instantly.
