Easily Generate Documents Automatically
GetSign is an effective eSignature tool that works with monday.com to simplify creating PDF documents directly from your boards.
Find the workflow that's right for you
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.
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. It’s that easy!
You can either use an existing document or upload a new one. The choice is yours!
Create your GetSign Automation
- Navigate to the automation section on monday.com and find the GetSign automation labeled “When status changes, generate document from this template and save it.”
- When you choose “template,” the document you uploaded earlier will be shown.
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.
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.
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!
See your created document in the file column
