Create legal documents using DocuGen

DocuGen can help you quickly generate legal documents such as non-disclosure agreements or purchase agreements using your own template. In this tutorial we will set up DocuGen to generate an NDA using your own template. Before you start: Make sure DocuGen is installed on your monday.com account. Note: You can skip steps 1 and 2Continue reading “Create legal documents using DocuGen”

Automatically generate documents using DocuGen integrations

DocuGen allows you to automatically generate documents based on date, status, or a click of a button using integrations. Before adding a DocuGen integration, make sure you have a DocuGen view added to the board. If you try to add a DocuGen integration on a board that does not have any DocuGen views, you willContinue reading “Automatically generate documents using DocuGen integrations”

Automatically generate a document based on a status change

DocuGen allows you to automatically generate a document based on a status change. For example, you might want to automatically generate a report or invoice for your client when the status is “Approved” or “Done”. Before adding a DocuGen integration, make sure you have a DocuGen view added to the board. If you try toContinue reading “Automatically generate a document based on a status change”

Automatically generate a document based on a date trigger

DocuGen allows you to automatically generate a document based on a date trigger. For example, you might want to automatically generate a report or invoice for your client at the end of the month. Before adding a DocuGen integration, make sure you have a DocuGen view added to the board. If you try to addContinue reading “Automatically generate a document based on a date trigger”

Generate documents using a button column

You will sometimes need to pull values from a single, specific row on your board. For example, you might want to generate an offer letter to a candidate who is represented by a single row in you monday.com board. In this case, the row will contain columns for the candidate’s name, position, offered salary, andContinue reading “Generate documents using a button column”

Generate sales quotes using DocuGen

DocuGen can help you quickly generate quotes, proposals, or just about any kind of document using your own template. In this tutorial we will set up DocuGen to generate sales quotes using your own template. Before you start: Make sure DocuGen is installed on your monday.com account. 1. Set up the board Create a boardContinue reading “Generate sales quotes using DocuGen”

Create candidate offer letters using DocuGen

DocuGen can help you quickly generate form letters such as offer letters to successful candidates using your own template. In this tutorial we will set up DocuGen to generate offer letters using your own template. Before you start: Make sure DocuGen is installed on your monday.com account. Note: You can skip steps 1 and 2Continue reading “Create candidate offer letters using DocuGen”