Need help figuring out how to export information from a board into a Document template that we then send out to our customer to sign.
Have a look at the Panda Doc app in the Marketplace on your monday.com account. Sounds like that’s the sort of thing you’re after. Let us know if you need a hand with anything!
@jmkst26 GetSign monday.com eSignature solution can help you with your goal using its uper easy drag and drop experience. See the video below. Happy to help with the setup!