Verified User in Insurance
II
Verified User in Insurance
Small-Business (50 or fewer emp.)
"Effortless with abundant support available immediately"
5/5
What do you like best about DocuGen?

The autofill capability in conjunction with monday.com Review collected by and hosted on G2.com.

What do you dislike about DocuGen?

the checkbox feature that autofills all the checkboxes sometimes Review collected by and hosted on G2.com.

Verified User in Food Production
UF
Verified User in Food Production
Mid-Market (51-1000 emp.)
"Docugen has made document creation so simple!"
5/5
What do you like best about DocuGen?

I can create automatic document creations via excel, but this way there aren't as many bugs and anyone can use it! Review collected by and hosted on G2.com.

What do you dislike about DocuGen?

I wish creation of documents from subitems wasn't so restricted. Review collected by and hosted on G2.com.

Verified User in Real Estate
CR
Verified User in Real Estate
Small-Business (50 or fewer emp.)
"Docugen with Monday.com"
4/5
What do you like best about DocuGen?

Flexibility to create any microsoft word template and populate it with nearly any information you produce in your Monday.com boards. Review collected by and hosted on G2.com.

What do you dislike about DocuGen?

It would be useful if Docugen could:

-Work with Microsoft excel. Word isn't the friendliest with a lot of formatting

-Work with formula columns in Monday.com. Having the build a bunch of integrations with General Caster is time consuming, difficult to learn, slower processing, and difficult to maintain.

-Side note, it's that this survey asks you to upload a picture to prove you are a Docugen user...you reached out to me with this survery because I actively reached out to your support team...of course I am a user. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"Instant and effective technical support"
5/5
What do you like best about DocuGen?

I am using the Docugen integration in Monay.com which helps saving much time in generating standardized administrative and financial documents. Review collected by and hosted on G2.com.

What do you dislike about DocuGen?

The set up could be quite complicated for a beginner but become fine after adopting. Better if the use of subitem could be more flexible, e.g. direct extract of single information from subitem to documents Review collected by and hosted on G2.com.

Jacopo B.
JB
Jacopo B.
IoT specialist
Small-Business (50 or fewer emp.)
"Very useful extension, great support"
4/5
What do you like best about DocuGen?

The customer service via chat is efficient and the operation of the extension simple and intuitive. Definitely the best solution for creating PDFs with monday.com. Review collected by and hosted on G2.com.

What do you dislike about DocuGen?

During the creation of the Word template is not possible to use the text boxes. Without text boxes is hard to create a good layout on word. I hope that in the future there will be more format that can be uploaded Review collected by and hosted on G2.com.

Ash M.
AM
Ash M.
Managing Director
Small-Business (50 or fewer emp.)
"Incredible. Lovely service and they really care about their clients."
5/5
What do you like best about DocuGen?

Docugen is a great company, the customer service is brilliant. They listen to their clients and want to help. Review collected by and hosted on G2.com.

What do you dislike about DocuGen?

Nothing to dislike. Obviously can't wait for extra features. Review collected by and hosted on G2.com.

AH
Alexia H.
Project Manager
Mid-Market (51-1000 emp.)
"A simple and intuitive tool with fantastic customer support"
5/5
What do you like best about DocuGen?

Our company's aim has been to create a 100% digital onboarding platform for our Agents. As Project Manager, it was my responsibility to investigate how we could do this in the simplest, most user-friendly way. Being able to generate a document that pulls all the necessary information from the Monday platform into the required document has been a revelation. Docugen is simple, straightforward, intuitive and has enabled us to create an efficient and diligent way of onboarding our Agents without the complications of any other applications within the process. We have, in turn, been able to integrate docugen with scribe to be able to send contracts straight to an Agent to be signed digitally. From a process that previously required the posting of documents once signed, this has reduced processing times significantly.

Our team has also been very impressed with the support we have received. The team is always on hand, efficient, and ready to develop innovative solutions to think outside the box. Review collected by and hosted on G2.com.

What do you dislike about DocuGen?

Implementation is a bit of a pain and fiddly but once this has been done it works like clockwork. Review collected by and hosted on G2.com.

AS
Anthony S.
Manager, Technical Sales
Small-Business (50 or fewer emp.)
"Very prompt and knowledgeable customer service."
5/5
What do you like best about DocuGen?

Quick and accurate responses, quick resolutions, follow up. Review collected by and hosted on G2.com.

What do you dislike about DocuGen?

Nothing, This is a great product that did exactly what I needed it to. Review collected by and hosted on G2.com.

Verified User in Legal Services
UL
Verified User in Legal Services
Small-Business (50 or fewer emp.)
"DocuGen is a great tool"
5/5
What do you like best about DocuGen?

DocuGen makes it very simple to generate documents based on the information in my Monday.com tables Review collected by and hosted on G2.com.

What do you dislike about DocuGen?

Sometimes there is a delay between the time I set up a new view in Monday.com and the time that I can set up a DocuGen integration using that view. Review collected by and hosted on G2.com.

Verified User in Computer Software
CC
Verified User in Computer Software
Small-Business (50 or fewer emp.)
"Docugen has allowed me to output invaluable documents throughout Monday"
4.5/5
What do you like best about DocuGen?

You can format your own documents and can generate more than one docugen view on a single board. Review collected by and hosted on G2.com.

What do you dislike about DocuGen?

Not being able to output a full board's information from a status change. Review collected by and hosted on G2.com.