The Easy Way to Get Things Signed
Integrating monday.com with PDF document generation tools is a game-changer for businesses aiming to enhance efficiency, accuracy, and collaboration. By automating the creation of professional documents, you not only save time but also empower your team to make data-driven decisions based on the most up-to-date information. Embrace the future of streamlined business operations by harnessing the synergy between project management and document generation.
GetSign is a powerful eSignature tool that integrates with monday.com, making it easy to create, send, sign, and track documents from within your boards. Whether you need to sign purchase orders, price quotes, contracts, or agreements, GetSign has you covered.
Find the workflow that's right for you
Here is how you get you PDF documents generated with GetSign on monday.com
First, discover the perfect approach for your business needs.
1. Generate documents from board data: Take data from my board, incorporate it into my documents and generate docs. No eSignature required.
2. Generate documents + Collect eSignatures: Take data from my board, incorporate it into my documents and collect eSignatures.
3. Collect eSignatures: I have documents ready and stored on my board. I need to send them and collect eSignatures.
1. Generate documents from board data
Take data from my board, incorporate it into my documents and generate docs. No signature required.
Install GetSign Automation
Once document is uploaded, you need to install the GetSign automation by going to the Automation center > search for GetSign
2. Generate documents + Collect eSignatures
Take data from my board, incorporate it into my documents and collect eSignatures.
Upload document for signing
Take data from my board, incorporate it into my documents and collect eSignatures.
Upload & Column Map
After you’ve effortlessly uploaded your document, it’s time to chart the course by mapping email, files, and status columns in the lower section.
Don’t forget to provide the sender’s name and email address. Once you save your changes, we’ll prompt you to verify your sender email address for an extra layer of spam protection.
Customize your document
Choose the “Prepare” button to customize your document by adding signature fields and other vital elements. After making your adjustments, click the Save button to save the changes to your document, making it ready for sending.
3. Collect eSignatures
I have documents ready and stored on my board. I need to send them and collect eSignatures.
Outline the columns
Effortlessly delineate the columns for pre-signed files, completed files, and status to track the various stages of workflow. Next, specify the sender information.
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
- And so much more!
Ready to Roll? Send 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 give that ‘Send’ button a tap to kickstart the document-sending journey. It’s that simple!
Rembmber, You can setup multiple workflows for generating documents and getting them signed form the same monday.com board.
The advantages are increased efficiency, reduced paperwork, enhanced collaboration, improved accuracy, and the ability to conduct business processes remotely. Electronic signature solutions contribute significantly to a more streamlined and agile workflow across various industries.
Here are the most popular use-cases used by GetSign customers on monday.com
Real Estate for Streamlining Property: Accelerates the buying and selling process by enabling electronic signatures on contracts, agreements, and disclosure forms. Reduces paperwork, speeds up the closing process, and enhances overall efficiency in real estate transactions.
Human Resources for employee Onboarding: Facilitates a paperless onboarding process by generating offer letters, contracts, and other HR documents. Candidates can sign and submit necessary paperwork electronically, expediting the onboarding process and reducing administrative overhead.
Legal Services for Contract Management: Simplifies the contract lifecycle by allowing legal professionals to draft, review, and sign contracts digitally. Enhances collaboration, ensures version control, and speeds up the negotiation and approval processes.
Finance for loan and Mortgage Processing Advantages: Enables the secure and efficient processing of loan and mortgage documents. Borrowers can sign necessary paperwork remotely, reducing the time required for loan approvals and disbursements.
Sales and Marketing for Proposal and Contract Management: Streamlines the creation and approval of sales proposals, quotes, and contracts. Sales teams can customize documents, obtain electronic signatures, and track engagement, ultimately accelerating the sales cycle.
Health care for patient Consent Forms: Improves the efficiency of healthcare providers by digitizing patient consent forms and medical documentation. Enables patients to sign consent forms electronically, reducing paperwork and ensuring compliance. eversign in.
