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Document templates for HubSpot and monday.com, already built.

Every template below comes with DocuGen. Install the app, pick your template and it will populate from the HubSpot record or a monday.com item.

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All templates

13 templates

To use these templates, install DocuGen on HubSpot or monday.com. You'll have access to these templates, and they will populate with your data automatically from a Hubspot record or monday.com item.

Invoice template preview

Invoice

Bill-to and ship-to blocks, PO number, terms and line items.

HubSpotmonday.com
Simple invoice template preview

Simple invoice

One page. Line items, tax, discount and total due.

HubSpotmonday.com
Itemised invoice template preview

Itemised invoice

Line items with a PO number, payment terms and a 30-day due note.

HubSpotmonday.com
Service invoice template preview

Service invoice

Hours, rate and amount per line, under the project description.

HubSpotmonday.com
Shipping invoice template preview

Shipping invoice

Ship-to address, carrier, F.O.B. point and terms beside the line items.

HubSpotmonday.com
Invoice with discounts template preview

Invoice with discounts

Bill-to and ship-to, delivery date, Net 30 terms and a discount line.

HubSpotmonday.com
Generic invoice template preview

Generic invoice

Client, line items and totals, with payment instructions and a signature block.

HubSpotmonday.com
Quotation template preview

Quotation

Quote number, payment terms, due date and an itemised table with tax.

HubSpotmonday.com
Shipping quote template preview

Shipping quote

Shipping method, terms and delivery date beside the quoted items.

HubSpotmonday.com
Order form template preview

Order form

Quotation number, expiry date, customer contact details and the ordered items.

HubSpotmonday.com
Sales proposal template preview

Sales proposal

Prepared-by and customer blocks, an expiry date and the proposed items.

HubSpotmonday.com
Mutual NDA template preview

Mutual NDA

Both parties, the date and the confidentiality terms, ready to sign.

HubSpotmonday.com
Candidate offer letter template preview

Candidate offer letter

Position, manager, start date and pay rate, addressed to the candidate.

HubSpotmonday.com

Document templates for HubSpot

Install once and every template above is in your portal. Generate from a deal, company, contact, ticket or order, and the finished PDF attaches to the record.

Add DocuGen to HubSpot →

Document templates for monday.com

The same library sits on every monday.com board. Generate from any item, and DocuGen saves the finished document back to that item.

Add DocuGen to monday.com →

Stop rebuilding the same document.

Install DocuGen on HubSpot or monday.com, open a template, and send the finished document in one click.

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