| ℹ️ If you're looking for Excel (xlsx) templates, visit this article. |
This page contains links to sample Microsoft Word (.docx) documents that can be used as templates for DocuGen.
Finance templates
These templates are ready for use with the DocuGen for Finance board templates.
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Professional invoice template that is designed to work with the "DocuGen invoices" board template (go to the monday.com "Template center" and look for "DocuGen invoices".) |
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Generic invoice Professional invoice with itemized table of four columns: item, quantity, unit price, and amount. The itemized table is based on your board's subitems. Click here for a tutorial using this template. |
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Simple invoice Professional invoice with itemized table of five columns and simple formatting. The itemized table is based on your board's subitems. |
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Itemized invoice Very simple itemized invoice with one column listing each item (from your board's subitems.) |
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Shipping invoice with discounts Detailed shipping Invoice with discount. |
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Detailed shipping invoice Detailed invoice with shipping information. |
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Service invoice Perfectly suited for professional service firm where billing is based on hours worked. |
Sales templates
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This template is designed to work with the "DocuGen proposals" board template (go to the monday.com "Template center" and look for "DocuGen proposals".) |
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Order form Order form with detailed breakdown products. Click here for a tutorial using this template. |
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Quotation Itemized quotation with product details. |
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Shipping quote Itemized product quote with shipping information. |
Legal templates
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Simple non-disclosure agreement that is designed to work with the "DocuGen NDAs" board template (go to the monday.com "Template center" and look for "DocuGen NDAs".) For a step-by-step tutorial on using this template, check out this article. To use this template, add these columns to your board:
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HR templates
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Candidate offer letter template Quickly generate employment offers for your successful candidates based on information in your board. This template is designed to work with the "DocuGen offer letters" board template (go to the monday.com "Template center" and look for "DocuGen offer letters".) Click here for a tutorial using this template. |
Other templates
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Generic letter Multi-purpose template for generating letters. To use this template, add the following columns to your board:
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Minutes of meeting Easily create an MoM document using your monday.com board. To use this template, add these columns to your board:
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Shopping list Take this to sheet to the supermarket and never forget an item again! |
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Sample template Use this template as a generic starting point |
Looking for more? Send us your template sample (Google Doc or Microsoft Word) and an explanation of how you would like it to be filled: support@docugen.io
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