How to create PDF fillable forms on monday.com using GetSign

Collecting signatures and customer data shouldn’t require juggling multiple tools or re-entering data manually. With GetSign’s fillable form builder inside monday.com, you can transform documents into interactive, signable forms—all while storing responses directly in your board.

Whether it’s a client intake form, NDA, registration sheet, or internal checklist, GetSign lets you build dynamic fillable PDFs and automate the entire process end-to-end.

What is a fillable form in GetSign?

A fillable form is a document with interactive fields such as text boxes, checkboxes, dropdowns, and signature blocks. These forms let recipients enter information directly into the document, which is automatically captured and mapped to your monday.com board columns.

GetSign allows you to upload any DOCX or PDF document and add interactive form fields that:

• Collect typed responses, dates, or options
• Capture eSignatures
• Push all submitted data into the board in real-time
  

Why fillable forms matter

• Eliminates manual entry: Data goes straight from recipient input to your board
  
• Improves accuracy: No more copy-paste or formatting inconsistencies
  
• Saves time: Forms are pre-filled, personalized, and easy to complete
  
• Enables automation: Trigger next steps after form submission (e.g., notify team, update status)
  
• Secure and compliant: Each signed form is stored and timestamped with a full audit trail
  

Use cases for PDF fillable forms on monday.com

1. Client onboarding

Capture key information like name, email, company name, and scope of work in a standardized form sent right after sign-up.

2. HR & recruiting

Let candidates fill out digital job applications, policy agreements, or NDAs, with data stored instantly in one shared board.

3. Sales proposals & contracts

Allow clients to review and complete forms tied to pricing, deliverables, and terms—including digital signature fields.

4. Event registrations

Collect participant names, dietary preferences, activity selections, and e-consents—all in a single fillable PDF.

5. Internal approvals or checklists

Distribute forms for procurement, onboarding, or audits, with required fields and sign-off tracking.

Step-by-step: How to create fillable forms using GetSign on monday.com

Step 1: Upload your document

From your monday.com board:

• Open the GetSign app view
  
• Click “Upload a New Template”
  
• Upload any supported format (PDF, DOCX, DOC)
  
• Click Next to open the document editor
  

Step 2: Add fillable fields (text boxes, checkboxes, etc.)

In the document editor:

• Drag and drop Text Box, Signature, Checkbox, Dropdown, or Date fields
  
• Position them over the corresponding areas in your form
  
• Use multiple field types to collect all needed inputs
  

Step 3: Map fields to board columns

Click each field to open its settings:

• Assign it to an existing column (e.g., Email, Phone Number, Department)
  
• If a matching column doesn’t exist, create one directly from the mapping window
  
• Once mapped, any data entered will auto-populate into the column
  

Benefit: No re-entry or manual formatting—your data stays structured and centralized.

Step 4: Save and send your fillable form

Once you’ve mapped all fields:

• Click Save to finalize the template
  
• Click Send to deliver the form to recipients
  
• They receive a secure link to complete and sign the form online
  

Step 5: Track progress and data in real time

In your monday.com board:

• View which recipients have signed and which are pending
  
• All text inputs and signatures are stored with timestamps
  
• The completed, signed form is saved in the File column for future reference
  

Transparency: Always know who completed what, when—with full visibility for your team.

Benefits of using fillable forms with GetSign

• Supports various formats: Create fillable forms using PDFs, DOCs, or DOCXs
  
• Built-in eSignature support: Add legal signatures to any form you generate
  
• Live data mapping: Seamlessly integrate user responses into board columns
  
• Faster turnaround: Forms are easier to complete and ready for workflow automation
  
• Audit-ready compliance: Every action is recorded and stored securely
  

FAQs: 

Can I reuse a fillable form for multiple recipients?
Yes. Templates can be used repeatedly and mapped to different board items or recipients.

Can I customize field types?
Absolutely. Use text, dropdowns, checkboxes, date fields, and signature blocks.

Are the forms mobile-friendly?
Yes. All forms can be opened and signed from any device.

Do I need to manually update the board?
No. Data from fillable fields is automatically synced with the mapped columns.

Are signed forms legally binding?
Yes. GetSign ensures every signed form meets eSignature compliance standards.

Conclusion

GetSign’s fillable forms on monday.com make it easy to collect structured information and eSignatures with no coding, no third-party tools, and no clutter. From onboarding forms to approval workflows, you can digitize everything in one place.

Start building interactive PDF forms today and transform how your team collects, tracks, and acts on key data.