Document generation for monday.com

All-in-one solution to generate invoices, proposals, offers and all kinds of documents from your data

Trusted by over

businesses worldwide

G20Rating
Great product, even greater support. I loved the fact that the staff was super-responsive to my questions, honest about their limitations, and assisted with getting alternative methods to get what I was looking for."
Bill Duncan
Digital Project Manager
"Great product! Great customer service! From the minute I installed DocuGen, their customer service immediately engaged with me to see me through the entire installation and setup process. The actual software itself is amazing! It is SO flexible and robust!"
Cara Showers
Book Production Director

Generate documents instantly

Generate proposals, order forms, invoices, and other documents with a click. No more errors and no more wasting time copying and pasting information, formatting documents.

Preview before you generate

No more guessing: you can generate unlimited previews of your documents to make sure they are exactly the way you want them. Once you’re ready, automate your documents with confidence.

Use your own Templates

DocuGen uses your own Word (.docx) documents as templates. You don’t need to re-create your documents using yet another tool, nor are you locked with a proprietary template.

Send documents automatically

Have DocuGen send your generated documents by email from your own email address and using your own email templates. Even better: embed dynamic content inside your emails using data from your monday.com board!

Insert items and subitems

Everything in DocuGen works with items and subitems. You can generate documents directly from a specific subitem, or insert a table of subitems, including specific columns or filters!

Incorporate your workflows

DocuGen’s integration recipes allow you to automatically generate documents based on your own workflows. Whether it’s an approval column, a form submission, or a simple button click, your documents will become a natural part of your workflows.

Easy to set up, easy to use

Our customers said it best: “The app is so easy to work with!” No complicated setup or technical knowledge required. We built DocuGen from the ground up with ease of use as our top priority.

Five-star support

No chatbots or soulless AI: our support team are monday.com and DocuGen experts who enjoy helping customers. They are available via live chat (during US East business hours), email, and Zoom calls for those tougher situations.

We listen to our customers

Our product roadmap is guided by our customers. With at least six releases a year, we continuously add new features and enhancements that are aligned with what our users want.

See how DocuGen can help you

Close deals faster

Create and send client-facing documents like proposals, order forms, and more. Increase your close rate with faster turnaround time and consistent messaging.

Workflow that works for you

With brand-approved templates, you stay in control of the look, feel, and actions within every sales proposal going out the door.

Never miss an invoice

Whether it’s one-time or recurring, have DocuGen automatically create invoices and get reminders to raise them at the right time.

Stay on brand

Quickly issue corporate financial documents using approved templates.

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Delight candidates and employees

Generate candidate offer letters, employee welcome letters, staff memos, etc.

Say goodbye to grunt work

Reduce the time and effort required to generate personalized HR documents in large numbers.

Stay safe

Generate non-disclosure agreements, confidentiality agreements, etc. using your own templates.

Stay in control

Whether it’s terms and conditions, discount rules, or payment terms, make sure proposals and contracts going to clients are aligned with the latest templates. 

All-in-one document generator

Generate lease agreements, rent notices, payment receipts, etc.

Less typing, less clicking

Automate the leasing and property management lifecycles from end-to-end.

Delight customers

Improve the insurance customer experience starting with onboarding

Stay compliant

Generate insurance quotes, insurance policies, claim forms, etc. with your legally compliance templates.

From desktop to workbench

Generate manufacturing documents of all types with the right information at the right time. 

Drive efficiency

Improve the efficiency of manufacturing operations and reduce friction.