Use monday.com to manage your entire sales process and generate professional sales documents with the click of a button – all within monday.com.
1. From any workspace in monday.com, click "+ Add" and go to the Template center.
2. In the Template center, search for "DocuGen proposals", click on it, then click the button "Use Template":
3. Now check your email inbox: you should have received an email containing the Word template you will use for generating your documents.