I set up Docugen to plug in to my Monday.com boards and was connected with Neda from Customer Success Team. Neda was extremely knowledgeable, quick and a great teacher. She showed me around and concisely showed me around. I am excited to implement the use of Docugen within my Monday workflows.

I use Docugen to generate prep documents for my clients. Once you figure out how the placeholders are generated, it's really easy to create your own template in Word and create a personalized doc in one click. The integration with monday.com is pretty simple to execute too. And if you have any issues, the support team is really friendly and super responsive.

The best part about using DocuGen is being able to use my own templates. I briefly looked at other options to integrate with Monday.com but they didn't seem to have the same amount of design flexibility.