DocuGen

What do you like best?

Generating a document from Monday with just the click of a button is an amazing feature and is helping the company I work for to finally go paperless! It also helps automate so many processes that might take much more time when combined with the proper Monday integrations and automations.

Also the customer support is truly amazing! They have been there along every step of the way with a quick response and have helped to solve many of the issues we faced while setting it up.

What do you dislike?

The setup can definitely be challenging. This is especially true if you have a complex Monday board but it is totally worth it in the end. While it is a great app, there is certainly room for improvement. Some features that are currently unavailable that would be useful are:

Support for formula columns, as well as, all the other unsupported Monday columns.

The ability to filter a specific item on the mobile app and have it work with the integration.

(we currently just use the status integration and move the pulse to an empty group as a workaround to the above)

Allowing the user to select a specific folder in the google drive that the document gets generated in. (This would allow us to just share the folder and everyone can have their own google accounts instead of a bunch of people on one account)

The ability to automatically send the generated document to someone's email and possibly request a signature or upload it to a specific Monday pulse.

Recommendations to others considering the product:

It's free! Might as well try it if you need to generate documents.

What problems are you solving with the product? What benefits have you realized?

We currently use it for generating service tickets for our technicians in the field but plan to expand it into other areas of our business such as invoicing and proposal generating.