DocuGen can help you quickly generate quotes, proposals, or just about any kind of document using your own template.
In this tutorial we will set up DocuGen to generate sales quotations using your own template.
Before you start: Make sure DocuGen is installed on your monday.com account.
1. Set up the board
Create a board using the pre-built DocuGen board templates. Once you add the DocuGen templates, go to the board “Customer Quotations”.
Here is how the board looks like:
2. Add DocuGen view
You need to add a DocuGen view to the board and call it “Quotations”. Follow these simple instructions.
3. Generate a test document
Click on the green “Generate document” button:
Within seconds you should receive an email containing the generated document. You will also see a new entry under the Documents tab. Open the document you received by email. It should look like this:
As you can see, the document lacks branding and styling, and it doesn’t filter the board rows. Worry not: this is our next step!
4. Make your document look pretty
Instead of blank documents, we need to tell DocuGen to use a document template. The easiest way to start is by using the “Sales quotation” template in our Template Gallery. Download the “Sales quotation” template and give it a helpful name, say “My Quotation Template”.
Go to the DocuGen Settings on your board and select “My Quotation Template” as the template:
We want to select the subitem columns that will appear in the generated document. Our guide table in the Word template has seven columns being pulled from the subitems:
... so we will select the following seven columns from the board (and we will make sure to set the units for the Formula columns):
You can learn more about the item and subitem placeholders in the Placeholders article.
Click again on “Generate document” and check the result you received by email — much better!
5. Add a button integration recipe
The board already includes a Button column called "Generate" and a Files column called "Quotations". Click on "Integrate" and search for DocuGen integrations, then select the button integration recipe:
Fill the integration recipe as follows and add it to your board:
Make sure to change your DocuGen Settings to deliver the generated document to the Quotations column:
You're set! Whenever you click on the button, a new document will be generated and saved in the Quotations column.
- Templates use placeholders to indicate where to place the information from your board. You can find out more about placeholders here.
- If you want to insert the sum of the “Total” column (or any other number column) within the body of your document, you can use the sum placeholder.
- monday.com filters are a very powerful tool when used along with DocuGen. Learn more about this here and here.