Automate Term sheet workflow on monday.com

Q: How to use signature on monday pricing free trial for Term sheet workflow?

GetSign is free to start, no credit card required. The free plan includes 20 Term sheet documents and 15 eSignatures per month. New users get a 14-day free trial with full access to all premium features. Paid plans start at $25/month billed annually with unlimited users, boards, and templates.

M&A teams use GetSign to manage due diligence requests, approvals, and track status for term sheets directly in monday.com. Target, transaction auto-filled from the board, corporate development lead and legal counsel signatures collected, signed copy archived automatically.

4.8 on monday.com Marketplace · 4,000+ teams

The problem

Your Term sheet workflow is broken without GetSign

Every manual step is a delay, a version risk, and a follow-up that shouldn’t exist.

Four manual hand-offs. Three tools. One increasingly anxious AE.

Copy-paste board data

Manually copy-paste data from monday.com into Term sheet templates

Email PDFs back & forth

Email PDFs back and forth, losing track of who signed what

Chase corporate development lead, legal counsel, counterparty

Chase corporate development lead, legal counsel, counterparty manually for pending signatures

Hunt signed copies

Signed documents scattered across email, Drive, and local folders

Maybe signed

Version unclear · Status unclear

Four automatic steps. One workflow. Everything stays on the board.

Auto-generated

Term sheet auto-generated from target, transaction, diligence item, owner, status in seconds

Sent in one click

Sent to corporate development lead, legal counsel, counterparty with one click — no switching apps

Live status on board

Signature status visible live on your monday.com board item

Auto-stored on item

Signed Term sheets stored automatically in the Files column

Signed & filed

On the right board item, automatically

Stop managing Term sheets outside monday.com

14-day trial · 20 free documents · Cancel anytime

How It Works

From board item to signed Term sheet in 4 steps

Manage due diligence requests, approvals, and transaction documents – without switching tools, fully automated inside monday.com.

Auto-fill from your monday.com board.

GetSign pulls target, transaction, diligence item, owner, status straight from your board columns and fills your existing DOCX template in seconds — no rebuilding, no copy-paste, no formatting drift.

One click to corporate development lead, legal counsel, counterparty.

The Term sheet lands in your signer’s inbox with a secure, mobile-ready signing link. No accounts. No apps. They open it, sign, done.

Sign - in seconds

Sign — from any device, in seconds. Signers receive a branded email with a secure one-click signing link. No account needed. No app to install. Sign on mobile, tablet, or desktop. GetSign supports batch signing, multi-party signing orders, and initial approval flows — all legally binding under ESIGN Act, eIDAS, and UETA.

Live status & auto- store on your board.

The moment Term sheet is signed, the status pill updates, your team gets pinged, and the signed PDF — plus the full audit trail — lands in the Files column. No filing, no follow-up.

Enterprise-grade by default.

Every Term sheet signed through GetSign is legally binding, encrypted at rest and in transit, and shipped with a full timestamped audit trail.

ESIGN Act

United States

eIDAS

European Union

UETA

US States

GDPR

EU privacy

HIPAA

US healthcare

FDA 21 CFR

Part 11

AES-256

Encryption

TLS 1.2+

In transit

Features

Everything you need for Term sheet management on monday.com

Built 100% inside monday.com. Works with your existing boards, automations, and columns – no setup friction.

01 · Document generation

Auto-fill any template

Upload your DOCX template. Map monday.com columns. GetSign auto-fills target, transaction, diligence item, owner, status every time – no copy-paste, no formatting errors.

02 · eSignature

Legally binding signatures

ESIGN Act, eIDAS, UETA, GDPR, HIPAA compliant. Signers get a secure link — no account needed on their end.

03 · Tracking

Real-time signature status

Know who opened, who signed, and who hasn’t — status visible directly on your monday.com board item. Zero chasing.

04 · Reminders

Auto-reminders that work

Automatic follow-up emails to pending signers. No manual chasing. Set the interval, GetSign handles the rest.

05 · Automations

Trigger from any column

Trigger Term sheet generation on status change, button click, or form submission. Zero manual steps in the workflow.

06 · Audit & compliance

Tamper-proof audit trail

Time-stamped activity log on every Term sheet. AES-256 encryption, TLS 1.2, GDPR, HIPAA, FDA 21 CFR Part 11.

Trusted by 4,000+ teams

What monday.com teams say

Used by Sales, HR, Finance, Legal, and Operations teams across 50+ countries.

As a Go-to-Market manager for monday CRM, I see many of our CRM clients actively using GetSign — from generating contracts to issuing invoices. It’s incredibly user-friendly and requires no complex setup.

Dana A.

CRM GTM Manager · monday.com

For our municipal clients, GetSign
transformed PDF signing from a slow,
manual hassle into a fast, seamless
experience — signed in seconds,
tracked in real time.

Nir Levenberg

Origamii

As a monday.com partner, I’ve
implemented GetSign for many clients
over three years. It’s consistently
reliable, keeps evolving, and just
works.

Meital P.

CEO · YEP Solutions

Teams use GetSign

0 +

Countries

0 +

Marketplace rating

0 ★

Starting price

$ 0 /mo

Why GetSign

GetSign vs. standalone tools for Term sheet workflow

DocuSign and HelloSign work. But they were built before monday.com existed. GetSign is built for Term sheet workflows on monday.com.

Feature

Native

GetSign

DocuSign / HelloSign

Native monday.com integration

Auto-fill Term sheet from board

Signature status on board item

monday.com automation triggers

Signed document stored on item

Free trial

Pricing model

Setup time

The only eSignature and docuement tool built inside monday.com

No Zapier. No tab-switching. No extra logins. Never.

Related workflows on monday.com

More M&A and Due Diligence workflows on monday.com

Other documents teams in M&A and Strategy automate with GetSign.

Sales agreement

Sales · 3 board columns

Non-disclosure agreement (NDA)

Legal · 2 board columns

Offer letter

HR · 5 board columns

Purchase order

Procurement · 4 board columns

Invoice

Account · 1 board column

Vendor onboarding

Operations · 6 board columns

FAQ

Questions about Term sheet workflows in GetSign

Everything you need to know before you install theTerm sheet on monday.com.

How do I automate Term sheet document workflow on monday.com?

GetSign pulls data directly from your monday.com board and auto-fills your Term sheet template — triggered by a status change, button click, or form submission. Upload your DOCX once, map your columns, and every new board item generates the document automatically. No copy-pasting, no switching apps.

Can I use GetSign specifically for Term sheet on monday.com?

Yes. GetSign supports any document type. It works natively inside monday.com — no Zapier, no separate login. Your M&A and Strategy installs GetSign from the marketplace, maps board columns to the template, and the workflow runs automatically for every item.

Do signers need a monday.com account for Term sheet?

The typical signers are corporate development lead, legal counsel, counterparty. Each receives a secure email link and signs in their browser — from any device, in any timezone. For multi-party documents, GetSign enforces signing order so the right person signs first.

Is the eSignature on Term sheet legally binding by GetSign?

Yes. GetSign complies with ESIGN Act (US), eIDAS (EU), UETA, GDPR, and HIPAA. Every signed Term sheet includes a timestamped audit trail — signer identity, IP address, time of signing — encrypted with AES-256. Legally enforceable in 50+ countries.

How does GetSign track Term sheet signature status on the board?

Live, on the board item. GetSign shows who opened, who signed, and who’s pending — updated in real time for your M&A and Strategy. Auto-reminders go to pending signers at set intervals. No chasing, no manual follow-up needed.

How to use signature on monday pricing free trial for Term sheet workflow?

GetSign is free to start , no credit card required. The free plan includes 20 Term sheet documents and 15 eSignatures per month. New users get a 14-day free trial with full access to all premium features. Paid plans start at $25/month billed annually with unlimited users, boards, and templates.

Start automating your Term sheet workflow today on monday.com

14-day free trial · 20 free documents · No credit card · Cancel anytime