Generate, approve, and track purchase documents automatically
One place to manage purchase orders, vendor agreements, and procurement approvals without leaving monday.com. Automate your entire procurement workflow on monday.com with GetSign.
Native in monday.com
- Auto-generated purchase orders
- Multi-step approval workflows
- Audit-ready audit trails
The Problem
Procurement approvals are slowing you down
Even with monday.com boards in place, purchase documents are often handled manually, creating delays and confusion that impact your bottom line.
Manual purchase order creation
Purchase orders and vendor documents are created outside monday.com, requiring repetitive data entry and increasing the risk of costly errors.
Approval bottlenecks
Approvals happen over email or chat, making it unclear who has approved a request and who is still pending, leading to fulfillment delays.
Limited visibility & audit trail
Procurement documents end up scattered across drives and personal inboxes, leaving you with no centralized record of who signed what and when.
The Solution
Make Procurement part of your workflow
GetSign turns your procurement board into a structured document hub. Generate, route, sign, and store purchase documents automatically inside monday.com.
Auto-generate purchase orders
Create formal POs and vendor agreements automatically using board data like Vendor Name, Total Amount, and Payment Terms.
Triggered approval routing
Automatically generate and send documents for internal manager approval or vendor signature the moment you change a status label to "Approved."
Store & track
Signed and approved documents are saved back to the item automatically. Track every step of the procurement lifecycle directly on your board.
Top choice for procurement automation solutions on monday.com
6,000+ monday teams use GetSign
Why teams choose GetSign for procurement workflows
If you are already managing your purchasing on monday.com, GetSign provides the formal documentation layer needed to control your spend.
Built specifically for monday.com
A native Item View experience designed to work seamlessly with your existing procurement and budget boards.
Structured approval flows
Easily configure multi-step internal approval logic (Requester → Manager → Finance) to ensure no high-value purchase goes unverified.
Secure & compliant documentation
Maintain a clear, cryptographically secured audit trail with legally binding e-signatures that meet global regulatory standards.
What this looks like in monday.com
No manual uploads. No switching tools. No follow-ups.
STEP 1
Submit or update request
A purchase request is marked “Approved” on your board to trigger the GetSign automation engine.
STEP 2
Auto-generate document
GetSign automatically creates the Purchase Order or Vendor Agreement using your predefined template and live board data.
STEP 3
Route for approval
The document is sent sequentially to internal stakeholders or external vendors for signature via a secure, branded link.
STEP 4
Store & track
The status updates to “Fully approved,” and the finalized document is stored permanently on the original request item.
Common HR Use Cases
Built for controlled purchasing
From initial requests to final vendor contracts, GetSign handles the legal and administrative layers of your procurement cycle.
- Request automation
Convert approved requests into formal POs automatically
- No manual drafting
- Accurate data sync
- Vendor auto-fill
- Status-triggered generation
- Multi-level internal approvals
Route high-value purchases through structured sign-off
- Sequential signing logic
- Finance team notifications
- Mobile-friendly review
- Secure digital signatures
- Vendor agreements
Standardize and sign agreements in one board.
- Centralized vendor files
- Branded signature emails
- Legally binding eSignatures
- Automated follow-ups
- Records & compliance
Maintain a transparent record of every purchase.
- Permanent audit logs
- Locked file columns
- Budget alignment visibility
- Secure cloud storage
- Free Download
Get the free procurement automation solution setup
We’ve built a ready-to-use procurement workflow solution pack you can adapt to your own organization. It Includes pre-built board structures and PO templates.
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Frequently Asked Questions
How do I convert a purchase request into a formal Purchase Order?
Automate this transition by setting a status trigger: when a request is marked “Approved,” GetSign pulls vendor details, amounts, and payment terms to auto-generate a Purchase Order. The document is then automatically routed to the vendor for digital signature, ensuring a fast, structured purchasing process.
Can I manage complex multi-level approvals for high-value orders?
Yes, GetSign’s Signing Order feature is ideal for multi-level internal procurement governance. You configure a flow (e.g., Requester, then Department Head, then Finance) where the document only moves forward after the previous stakeholder signs, providing a secure approval chain on your monday.com board.
How are vendor agreements and contracts managed within the board?
All vendor agreements can be sent for signature directly from your vendor management board. Once signed, the final documents are saved as Completed Documents on the specific vendor’s item, ensuring your procurement team has instant access to the latest contracts and NDAs linked directly to the vendor record.
Can I use GetSign to digitize old paper-based procurement forms?
Definitely. With Automatic Form Field Detection (AcroFields), upload a PDF and GetSign instantly identifies text boxes and checkboxes. You can then migrate these into interactive digital forms mapped to your monday.com columns, allowing you to quickly modernize compliance documentation without manual reconstruction.
Is it possible to use data from multiple boards for one Purchase Order?
While GetSign generates from a single board, you can pair it with the VLOOKUP Auto-Link app to consolidate data. Use VLOOKUP to pull pricing or budget codes into your procurement board; once synced, GetSign uses these values to populate the PO template, creating a connected workflow.