Map your board
Choose the columns that supply customer details, prices, work notes, owners, dates, and statuses.
DOCUMENT GENERATION FOR MONDAY.COM
Board records,
ready to share.
Create polished quotes, service reports, and project summaries from the records your team already manages in monday.com.
See how it works3 workflowsquotes, service reports, and project summaries
50 recordsper batch with separate files or a ZIP package
Freewith no separate account or external document platform
Review every document
Check a live layout, optionally draft a summary with monday AI, and approve the text before export.
Export or save back
Download PDF, Word, or ZIP files, or upload a generated document to a file column on the board.