DocuGen Reviews & Product Details

We found that DocuGen was one of the only products that could replace our old Macros word templates that we used prior to Monday.com. You create the template, add the placeholders and you're ready to use! Their customer service is always quick to help, implementation is very easy, our entire company depends on these templates. Recently upgraded to even higher volume because we use so many! Review collected by and hosted on G2.com.

Currently at this time we are very happy with this product. Review collected by and hosted on G2.com.

So I am just starting with using DocuGen, but being able to create "hard-copies" for less tech-friendly staff is awesome. I loved the fact that the staff was super-responsive to my questions, honest about their limitations, and assisted with getting alternative methods to get what I was looking for. Review collected by and hosted on G2.com.

There are some limitations in the generation of documents that might have more than two tables in them. I was trying to create an agenda beyond the example they have on their page. (Anyone familiar with agendas knows their company has a way they like to see them). It would be nice to be able to directly format or call sub-items in the way you can with <<column_firstrow:ITEM>>, something like <<subitem_firstrow:ITEM2>>. This would allow for greater control of the document generation and using multiple tables on a page when needed. I am currently generating the document, having it sent to my email, cleaning it up and then adding back in as a version, which is cumbersome. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

So far I do not have any complaints, likely down the line I assume I will be frustrated at some of the limitations on columns allowed/recognized etc... But like with all software, you learn to live with it and create a workaround. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Unfortunately, some column types and formula types are not supported. Some of this I've found out the hard way - and learned to use generalcaster as a workaround. Still, I sometimes have issues getting the formatting I'd like in my document, such as with phone numbers. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I wish I could set up an automation to send the generated doc as a file attachment, but I think that's a shortcoming of Monday.com, not Docugen. And certain types of fields are not supported, but again, that may be on Monday.com's end. Review collected by and hosted on G2.com.

Let me start off by saying that im in the software world and am EXTREMELY critical of applications. Docugen has solved a serious gap in the Monday platform to export data in a clean professional way. It has added a huge amount of value to our deployment. We use it to generate internal, and external documents in an automated dynamic fashion. Their UI, and stability help them stand out from the rest of the so-called "PDF" apps, however, what makes them soar as a true business partner is how they work with you to implement it. My support tech Neda, has gone above and beyond, answering all my questions, building out my templates and even helping certain features get prioritized providing me even more value. Docugen has truly become a pillar in our Monday deployment and I couldn't imagine business life without it. Review collected by and hosted on G2.com.

I don't dislike anything, its a solid app Review collected by and hosted on G2.com.

From the minute I installed DocuGen, their customer service immediately engaged with me to see me through the entire installation and setup process. I've never had a company do this before—especially for free software. I had multiple problems on my end (not their fault, everything was documented and setup perfectly I just have a hard time learning new software) and they walked me through every single issue I had. And they even followed up with me when it took me a day or two to get back with them. The actual software itself is amazing! It is SO flexible and robust! I used it to create an Expense Report for the books we produce and it complied perfectly! And I love the one-click integration for the reports! Review collected by and hosted on G2.com.

The interface was a bit difficult for me to use. It wasn't intuitive for me. I don't usually like to read instructions on how to use a new piece of software. I like to just jump in and figure it out as I go. I had to read the documentation for this one. But their documentation was the best! Easy to understand. So maybe it's just me... Review collected by and hosted on G2.com.

What I like the most about DocuGen is the amount of time that is saved due to this auto-injection function. Our team funtions almost entirely on Monday.com, and the integration with the two is quite the benefit- especially when you can take relevant information and put it on forms, documents, and office material at the click of a button. Review collected by and hosted on G2.com.

The most notable downside I've encountered in my experience with DocuGen would be the format that's required to take information from one platform and put it into a specific document. An example would be our warehouse labels. When we get deliveries, we like to label all pieces in a bright neon-colored label; unfortunately, these labels aren't as big as a document.

Often, the text needed to indicate the correct Monday column to take the information from is too large to translate properly into a seamless auto-injected result. Instead of <<column_firstrow:Item>> it would be much further space preserving to type <CF:Item> for example. Review collected by and hosted on G2.com.

Timely answers, going a 1:1 session with me to figure out what the problem was and ultimately reaching out to Monday customer service directly to solve the problem. Review collected by and hosted on G2.com.

The process took a bit longer than expected, but considering that this was an issue involving software elements of two different companies, the wait was more than reasonable. Review collected by and hosted on G2.com.

Creating documents with a pre-set format with just a few clicks. Review collected by and hosted on G2.com.

Still needs some upgrades on some functionalities such as Date formatting. Also, having conditional data would be awesome. Moreover, I would love to create documents such as checklists.

So for example, we work with events. And for each event the producer is required to take specific hardwares. I would like to create such a checklist from Monday. I couldn't find a decent way to do that with docugen<>monday yet. Review collected by and hosted on G2.com.