DocuGen App Setup on monday.com
Integrate dynamic document generation with DocuGen on monday.com in 30 days or less!
Pre-requisites:
- Must have a Pro or Enterprise monday.com account
- DocuGen Subscription on monday.com (any plan)
Your App Setup
Automatically generate documents from board data with DocuGen’s integration into monday.com, perfected by trained professionals.
Streamlined Document Creation
We help map data into a dynamic template to streamline document creation
Ready for the Future
Our team trains you on template setup and customization so you're ready for the future
Seamless Automation
Get hands-on experience automating your document creation workflow so you know how it functions
What’s Included
Every DocuGen App setup comes with all the tools you will need to start generating documents from board data inside monday.com
Kickoff
We'll start by discussing your needs and getting logged in, then add DocuGen to your account.
Assessment
Next, we'll assess your desired use case and determine a board template to begin with.
Customization
We'll custom-tailor your chosen board template to your specific needs.
Dynamic Field Mapping
We'll work with you to map your desired fields into the provided doc template.
Automation
We'll work together to create some automation in your document generation workflow.
Offline Support
Post delivery, we provide a window for offline Q&A and additional support.
The Journey
In order to ensure a smooth onboarding and setup of the DocuGen App, we follow the stringent process below:
Kick-off Meeting
- Establish timeline and deliverables
- Review available DocuGen templates and select desired use case
- Discovery questionnaire and next steps
Offline Between Calls
- Finish customizing DocuGen board template
Offline (Post Delivery)
- One week window for Q&A and support
Review & Template Installation
- Session to review questionnaire responses
- Install the chosen DocuGen board template
- Customize DocuGen board template
- Discuss desired document template and dynamic fields
- Discuss how to create the document file offline
Document Creation & Automation
- Review the board template setup and make final adjustments
- Review the document the client has provided
- Walkthrough of how to monday.com data to dynamic fields
- Edit document name to be dynamic
- Determine when the document is generated and its final location
- Discuss and implement automation surrounding document creation
Deliverables
These deliverables encompass the essential components and milestones that will drive the successful integration and utilization of the DocuGen App.
- Select (1) DocuGen template and install in your monday.com account
- Customize DocuGen board template for up to (1) hour
- Map in fields to the initial document from the monday.com board
- Edit document name to be dynamic
- Set where documents go and what file type they're created as
- Add up to (3) automations around the document being created
- Walkthrough of creating a template design and mapping dynamic fields
- (1) week window post-delivery for Offline Support and Q+A
$1,250
- Dedicated Implementation Consultant
- 30 day deployment window
- *monday.com plans purchased separately *DocuGen subscription purchased separately