Generate and sign professional sales quotations directly on monday.com

Turn your deals into high-quality quotes in seconds. Automate line items, calculate totals, and collect signatures without ever leaving your CRM or sales boards.

Native in monday.com

The Problem

Slow quote cycles are costing you sales.

In a fast-moving market, timing is everything. If your reps are stuck manually building PDFs and waiting for emails, your leads are growing cold.

Manual quote creation

Manually copying product SKUs, quantities, and pricing from your board into static documents leads to calculation errors and wasted hours.

Lack of line item clarity

Without sub-item integration, representing complex deals with multiple services or products becomes messy and hard for the client to read.

The "Wait to close" gap

Once a quote is sent, reps lose visibility. Is it viewed? Is it signed? The lack of real-time tracking stalls your pipeline momentum.

The Solution

From pipeline to "Closed-won" in one unified flow.

GetSign transforms your sales board into a professional CPQ engine. Generate branded quotes using live board data and close deals with one click.

Dynamic document generation

Map fields like Client Name, Expiry Date, and Grand Total to your DOCX template. Change a status to "Generate Quote" and GetSign does the rest.

Sub-item line item support

Automatically pull service lists or product SKUs from monday.com sub-items into a perfectly formatted table within your quotation template.

Integrated payment collection

Why wait for an invoice? Use the Stripe integration to collect deposits or full payments at the exact moment the client signs the quote.

Why top-performing sales teams choose GetSign

If you already manage your leads on monday.com, GetSign adds the formal closing layer needed to outperform your competition.

Zero friction for clients

Recipients sign on any device with a single tap. No logins, no software installs, and no complex PDF editors required for your customers.

Branded professionalism

Send your quotes from a custom domain with your company logo. Every touchpoint reinforces your brand rather than a third-party tool.

Real-time sales intelligence

Get instant notifications the moment a client views your quote. Equip your reps with the data they need to follow up at the perfect moment.

What this looks like in monday.com

A seamless 4-step process to automate your sales cycle

STEP 1

Update deal status

Change your deal status to “Ready for Quote” to trigger the automated generation.

STEP 2

Auto-generate

GetSign pulls products from sub-items and client info from the main item to populate the quote instantly.

STEP 3

One-click send

The client receives a branded email. They review, sign, and (optionally) pay via the integrated Stripe link.

STEP 4

Close & store

The signed PDF is saved to the board, the deal status updates to “Signed,” and your team is notified to begin fulfillment.

Common HR Use Cases

Built for modern sales workflows

Whether you’re selling simple products or complex consulting services, GetSign automates the paperwork.

Close standard deals and manage renewals in one board.

Manage detailed bids with multiple product SKUs.

Formalize service terms and project deliverables.

Handle international quotes and currency conversion.

Get the Sales quotation solution pack

Deploy a pre-configured Sales Board with sub-item support and GetSign quote templates ready to go. Start closing deals in under 10 minutes.

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Frequently Asked Questions

How do I include detailed line items from sub-items in my quotes?

GetSign features advanced sub-items table creation that seamlessly pulls data from monday.com sub-items. You map columns (SKUs, quantities, prices) into a formatted table within your template, allowing you to generate highly detailed quotes without manual copy-pasting.

Can I collect deposits or payments when a client signs a quote?

Yes, GetSign integrates with Stripe to streamline revenue workflows. You can add a Payment Item field, allowing clients to complete a secure transaction immediately after signing (“Sign-and-Pay”), accelerating cash flow and automatically updating your board status.

Is it possible to customize a quote for a specific client?

Definitely. GetSign offers item-level editing for all DOCX templates. While maintaining a standard master template, you can click the edit icon on a specific monday.com item to tailor content (e.g., pricing terms) for that unique deal. These changes only affect that specific signature envelope, allowing for customized sales proposals.

Can I send quotes from my own professional email domain?

Yes, you can configure GetSign to send signature invites from your own custom domain, which builds immediate trust and ensures your automated emails reflect your company’s brand identity. You can also add your company logo to the email branding for a fully professional touch.

How does the "Sign Anywhere" feature improve the client experience?

The Auto Sign Anywhere feature removes rigid signature boxes, allowing recipients to sign with a single tap anywhere on the document, which significantly reduces friction, especially on mobile devices. By simplifying the process, you improve conversion rates and close sales deals faster.