Upgrade to the new DocuGen

Smarter. Easier. Better.

Gain improved customisation and a smoother experience.And send your documents for signature in the same view.

Want to upgrade? Click the Upgrade now button back in monday.com.

What you get in the new DocuGen

Signature settings in the new DocuGen, with one signer added

Generate and sign in one stepPlace signature fields once in the template, and DocuGen keeps each field with its text as the document grows.

Merge templates into one PDFCombine a contract and its terms, so your signer gets one document to sign.

Several templates listed in one document setup in the new DocuGen

Several templates in one document setupAdd Word, PDF and Excel templates to one document setup, and generate them all in one go.

Checkbox, dropdown and radio button fields for signers in the new DocuGen

More field types for signersAdd checkboxes, dropdowns and radio buttons to the document for your signers to fill in.

The preview in the new DocuGen, listing empty fields before you generate

Missing fields listed before you generateBefore you generate, DocuGen flags any field with a problem, like an empty value or a deleted column.

The template gallery in the new DocuGen

21 ready-made templatesPick a template by category, or drag in your own Word, Excel or PDF file.

All your templates and settings stay the same.

The new DocuGen starts with a copy of your templates and document setups.

What to know before you upgrade

  • Your Classic templates stay as they are

    The copy is taken once, when you upgrade, and Classic keeps the originals untouched.

  • Your plan and billing stay the same

    There's no new subscription to set up. The new DocuGen uses the plan you have now, at the price you pay now.

  • New changes stay in the new DocuGen

    Templates you create or edit after you upgrade don't appear in Classic. Go back any time from the Subscription tab.

Book a call with our team

Our customer success team can build your first document setup with you, on one of your own boards.

Book a call
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