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.

1. Prepare your board

We recommend using the pre-built DocuGen board templates. Once you add the "DocuGen proposals" template, go to the board “Proposals”.

2. Upload the document template

Download the proposal document template from our Document template gallery.

Go to the "DG proposal" view and click on the Setup tab. Click on "Upload template" and upload the document template.

3. Select the columns that will appear in the document

We want to select the subitem columns that will appear in the generated document. Our guide table in the Word template has seven columns that get populated 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 List of DocuGen Placeholders article.

4. Add a button automation

Make sure to change your DocuGen Settings to deliver the generated document to the Quotations column:

4. Generate documents

You're set! Whenever you click on the "Generate" button, a new document will be generated and saved in the Proposals column.