Frequently asked questions

It turns monday.com items into finished documents (PDF, and Word for documents that come as Word), emails them from your own Gmail and collects eSignatures, all from a board view. Signed copies and documents are saved back on the item.

Install it from the marketplace, add its view to a board (+ next to the views, Apps, then PDF Docs, Invoices + eSignatures) and press Connect to monday once. See how to add it to a board.

Everyone on your monday.com account with edit access to the board. Viewers cannot use the app.

Five ready-made documents: Item summary, Invoice or quote, NDA, Event ticket and Board report. Name your columns like their fields and they fill themselves in. See ready-made documents.

It works on monday.com boards, so any product built on boards, including CRM deal boards.

PDF, plus a Word (.docx) file for documents that come as Word, so you can edit them before sending.

Yes. Paste fields such as {{Item.Client}} into your Word file and upload it under My own Word file. See how Word templates work.

Yes. Upload a PDF form or letterhead and drag your board's columns onto the page. PDF templates print Western European letters only, so use Word for other alphabets. See PDF templates.

Yes. An invoice uses one line per subitem, an Item summary can include a subitem table, and Word templates can repeat a row for each subitem with {{#subitems}} … {{/subitems}}. See lists in Word templates.

Yes. {{Item.Files}} prints the first image in a Files column and {{QR.Website}} prints a QR code for a link or text.

Yes. Choose Board report to get every item in one PDF, grouped like your board, with status colours. See export a board to PDF.

In the item's file column, if Save it on the item is on. Automations can also save them in Google Drive.

No. They get an email with a Review and Sign button and sign in their browser. Nothing to install.

Use numbered fields in a Word template ({{Signature1}}, {{Signature2}} and so on), or place up to 5 signature boxes on a PDF.

Yes. When everyone has signed, a signing record is saved on the item showing who opened and signed the document, when, and from which IP address.

Not yet. Every signer gets their link at the same time.

No. Use Remind in History to send the link again to anyone who has not signed (at most once an hour).

Signature requests sent from the app do not count. The automation that makes and sends a contract counts as one document.

Your own Gmail. Connect it once and it is available to everyone on your account. You can connect more than one and choose the sender.

Yes. Six recipes make a PDF, email it, save it to Google Drive, or send a contract for signature, for example when a status changes. See automations.

In emails, spaces and symbols in column names become underscores, and capitals must match: {{Item.Due_Date}}.

Each plan includes 50, 250, 500, 1,000, 5,000 or unlimited documents per billing period. Every document made counts as one, in the app or by an automation. Emails and signature requests from the app do not count. See plans and limits.

Documents saved on an item can be up to 25 MB and email attachments up to 20 MB. The item list shows the first 100 items on a board.

On monday Code, monday.com's own infrastructure, which is SOC 2 and ISO 27001 certified and GDPR and HIPAA compliant.

Both make PDF and Word documents from items. PDF Docs includes eSignatures on every plan with no separate signature allowance and sends from your own Gmail; DocExport adds a signing order and charts. See PDF Docs vs DocExport.

Both generate documents and collect signatures. GetSign counts signatures separately and offers form fields, OTP and Stripe payments; PDF Docs has no signature allowance and uses Word templates. See PDF Docs vs GetSign.

Email support@fortimus.co or book a 15-minute call. Support is run by the founder.