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Template gallery

  • Updated

This page contains links to sample Microsoft Word (.docx) documents that can be used as templates for DocuGen.

  1. Finance templates
  2. Sales templates
  3. Legal templates
  4. HR templates
  5. Other templates

Finance templates

These templates are ready for use with the DocuGen for Finance board templates.

Template_icon_-_Generic_invoice__1_.png

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.
Template_icon_-_Simple_invoice.png

Simple invoice

Professional invoice with itemized table of five columns and simple formatting.

The itemized table is based on your board's subitems.

Template_icon_-_Itemized_invoice.png

Itemized invoice

Very simple itemized invoice with one column listing each item (from your board's subitems.)

Template_icon_-_Shipping_invoice_with_discounts.png

Shipping invoice with discounts

Detailed shipping Invoice with discount. 

Template_icon_-_Detailed_shipping_invoice.png

Detailed shipping invoice

Detailed invoice with shipping information.

Template_icon_-_Service_invoice.png

Service invoice

Perfectly suited for professional service firm where billing is based on hours worked. 

 

Sales templates

Template_icon_-_Order_form.png

Order form

Order form with detailed breakdown products.

Click here for a tutorial using this template.

Template_icon_-_Itemized_quote.png

Quotation

Itemized quotation with product details.

Template_icon_-_Itemized_product_quote_with_shipping_info.png

Shipping quote

Itemized product quote with shipping information.

 

Legal templates

Template_icon_-_Non-disclosure_agreement.png

Non-disclosure agreement

Simple NDA that is filled from your board data.

For a step-by-step tutorial on using this template, check out this article.

To use this template, add these columns to your board:

  • NDA Date (date)
  • Jurisdiction (text or dropdown)
  • Courts (text or dropdown)
  • Our Signatory (text or person)
  • Counterparty Signatory (text)

 

HR templates

Template_icon_-_Candidate_offer_letter.png

Candidate offer Letter

Quickly generate employment offers for your successful candidates based on information in your board.

Click here for a tutorial using this template.

 

Other templates

Template_icon_-_Generic_letter.png

Generic letter

Multi-purpose template for generating letters.

To use this template, add the following columns to your board:

  • Address (text or location column)
  • Phone (phone or text column)
  • Date

Template_icon_-_Minutes_of_meeting.png

Minutes of meeting

Easily create an MoM document using your monday.com board.

To use this template, add these columns to your board:

  • Meeting Date (date)
  • Location (text)
  • Agenda (long text)
  • Action Items (long text)
Template_icon_-_Shopping_list.png

Shopping list

Take this to sheet to the supermarket and never forget an item again!

 

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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