PDF Fillable Form

Feature requests
1

Is there any option to integrate or create pdf fillable form / templates in monday.com?

2

I support this…
Featuring custom form templates for input data easily into pulses…

3

HI @Ragie and @hlopezvc! I’d love to learn more what you’re looking to accomplish. We do have a native forms feature where you can easily input information into columns. Would you be able to expand on your use case and what you’re looking for a bit more specifically? Cheers!

5

Hello @lauralev, native forms actually are only for first input purposes.

our use case is to fill, edit, erase pulse information in a customizable view with maybe our company logo, free selection on what pulses to be shown, setting the pulse default value, setting rules (ex.not allowing empy fields), i mean free design as an alternative to the standard way to work with boards.

I have seen today´s webinar, and i noticed a short video introducting monday app´s, maybe this app builder can do what im saying?

for more information see:

3 Likes
6

Hi lauraglev… I’m using a fillable pdf and I want to integrate it in my monday.com instead of using acrobat pdf.

7

Hi @Ragie! Can you let me know a bit more about the use of acrobat vs fillable pdf and our native forms feature? Curious to understand the pain point here so we can pass this feedback onward to our team! Cheers!

8

Hi Lauraglev,

We need the pdf form that can fill up information. Do you have feature or app that can integrate?

Regards

9

I have also had to create a fillable pdf, link to it in an item, have the user open it, fill it in, then save it, then email it. It is really cumbersome and not user friendly.

However, the native monday forms are currently too inflexible. The limitations on column types are frustrating.

I’ve noted elsewhere that there is a need to be able to flag a form to be used for display and edit of an item, rather than just for capturing a new item (record), as per the previous comment by @hlopezvc .

In addition, I have a use case for being able to print an item as it appears in a form view. Ideally, this would also include photos that are attached in a files column. If an item could be displayed in a form, it would go part of the way to meeting this requirement.

4 Likes
10

So there is no response or solution to this topic since 02/20??? I would also like to integrate a fillable PDF form into the workform on my boards. Is this presently possible, or will an application need to be built for this?

1 Like
11

Unfortunately, the only way to do this is through a form, and another app called Eledo. But even this is a little wonky.

I would like to see it where if I upload a fillable PDF into a file column, you could open it up and input information directly. Right now, you have to upload the file after you fill the information in the PDF outside of the Monday platform, and then upload it to the table afterwards.

13

What you can do with The PDF Maker + monday.com:

  1. Use your existing PDF or Word templates
    Create fillable-like templates using placeholders like {{Name}}, {{Email}}, {{Item Status}}, etc.

  2. Map monday.com data into those templates
    Every time a new item is added to a board (for example, from a form submission), The PDF Maker pulls that data and fills it into your template.

  3. Auto-generate PDFs
    PDFs are generated automatically and can be:

    • Saved as a file in your monday.com item

    • Emailed or sent via webhook to other tools

    • Stored in Drive, Dropbox, etc.

  4. Supports tables, line items, conditional logic
    Perfect for more complex documents like invoices, contracts, or reports.

    Please view the support article below:
    Automate Documents with the Monday App - Full Guide | The PDF Maker Help Center

14

With The PDF Maker, you can design your own PDF layout using placeholders. You simply map whatever you want — text fields, updates, tables, even images — and it pulls that data directly from your Monday board.

So if you want a section with the issue/task details, a few key fields, all updates listed as bullet points, and any images attached — you can set that up exactly how you want it.

Once done, every PDF generated will follow that structure. Super handy for issue tracking or client reports where only certain parts of the data need to be shared.

Please view the support article, we can have a quick 1 on 1 meet to discuss your requirement if needed.