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 quotes 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 Quotes”.
Here is how the board looks like:
2. Add DocuGen view
You need to add a DocuGen view to the board and call it “My Quotes”. Follow these simple instructions.
4. 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 quote” template in our Template Gallery. Download the “Sales quote” template and give it a helpful name, say “My Quote Template”.
Go to the DocuGen Settings on your board and select “My Quote Template” as the template:
We want to make the header row bold, and we want to make sure only some columns are included in the generated document:
Changes to DocuGen Settings are saved automatically.
Click again on “Generate document” and check the result you received by email — much better!
5. Filter the rows going to the document
We want to make sure only the rows belonging to KraftHeinz are sent to the document. To do this, we just use the monday.com built-in Filter button:
Click again on “Generate document” and check the result:
- 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.