Collect requests through monday.com

Sharable Online Forms on monday.com using GetSign

Collecting data from colleagues, partners, or customers shouldn’t be a tedious process. With monday.com’s no-code form builder, you can create sharable web forms that automatically feed information into your boards—eliminating manual entry and potential errors. In this guide, we’ll walk you through setting up, distributing, and maximizing the potential of monday.com forms.

Why Sharable online Forms Matter?

1. Centralized Data Collection
   • Forms automatically map responses to board columns, keeping all relevant info in one place.
2. Reduced Manual Work
   • No more copy-pasting details from emails or spreadsheets—everything syncs in real time.
3. Enhanced Collaboration
   • Team members can easily review submissions, track status, and provide updates, all within monday.com.
4. Faster Approvals & eSignatures
   • Integrating with GetSign lets you incorporate collected data into documents for quick eSign workflows.

Step-by-Step: Creating Sharable Online Forms on monday.com

We’ll also show you how to connect that data to your documents via GetSign for a complete, streamlined workflow.

1. Access the No-Code Form Builder

1. Open Your Board
Log into monday.com and choose the board where you want to gather responses.
Each column represents a data field (e.g., Name, Email, Project Details).
2. Form View
Click the “+” icon next to your board’s existing views.
Select “Form” to launch the no-code form builder.

The form builder automatically converts your board columns into fillable fields, ensuring a smooth data flow.

2. Customize Your Form Fields

1. Add or Edit Columns
– If you need extra data fields (like “Department” or “Preferred Contact Method”), add columns in your board before creating the form.
– The form builder instantly reflects these columns as fields.

2. Rename Fields & Provide Instructions
– Edit field labels to clarify what information you’re collecting.
– Add placeholder text or descriptions to guide respondents.

3. Set Field Types
– Monday.com supports text fields, dropdowns, dates, checkboxes, and more.
– Choose the right field type to capture accurate data (e.g., “Email” field for contact addresses).

Outcome: A user-friendly form that captures exactly what you need without overwhelming respondents.

3. Share Your monday.com Web Form

1. Generate a Shareable Link
In the form view, click “Share Form” to create a unique URL.
Anyone with the link can fill out the form, even if they don’t have a monday.com account.

2. Embed on Websites (Optional)
Copy the embed code to place the form on your website or intranet.
This allows visitors to submit data directly, with responses auto-syncing to your board.

3. Distribute via Email or Chat
Share the form link with colleagues, clients, or partners.
They can complete the form at their convenience, and you’ll see new items created in real time.

4. Mapping Form Data to Documents with GetSign

Once you have structured data flowing into your board columns, you can use GetSign to generate documents—like contracts, proposals, or agreements—that automatically populate fields with the information your partners provided. Here’s how:
1. Open GetSign in Your Board:
– Switch to the GetSign view on the item created by the form submission.

2. Add Board Fields to Your Document:
– In GetSign’s document editor, drag and drop “Board Fields” onto your template.
– Map each field (e.g., Name, Email, or Project Details) to the corresponding column from your form.

3. Send for eSignature:
– Dispatch the document for signing, confident that all the data is already accurately filled in.

Result: A fully automated workflow—from form submission to eSignature—without manual data entry.

Benefits of Using monday.com Forms and GetSign

1. End-to-End Automation
   • Collect data via forms, then merge that info into eSignature-ready documents.
2. Reduced Errors & Miscommunication
   • Real-time updates ensure your team sees the latest information, minimizing mistakes.
3. Scalable & Versatile
   • Perfect for HR onboarding, client intake, event registrations, and more.
4. Secure Document Management
   • Keep track of every step—who submitted, who signed, and when—all within monday.com.

Use Cases for Sharable Online Forms

• Client Onboarding
  • Collect essential details—like company name, contact person, or project scope—via a single form.
  • Auto-generate proposals and NDAs for eSignature.
• Employee Requests
  • From leave applications to equipment requests, internal teams can quickly submit forms, and managers can approve or sign off via GetSign.
• Partner Collaborations
  • Distribute a form for project specs or budgets. Once submitted, convert data into a contract or MOU for signatures.
• Customer Feedback & Surveys
  • Gather testimonials or post-purchase surveys. Integrate feedback data into future contracts or service agreements.

See GetSign eSignatures in action

Create secure and intuitive eSignature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.