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1. What is DocCreate?
DocCreate is a document automation application available on the monday.com Marketplace that lets teams generate professional PDF and Word files directly from their monday.com board data — no manual copy-pasting required. Instead of exporting data and rebuilding it in a separate tool, DocCreate connects to your boards and merges live column values into a pre-built template the moment you click generate. For example, a sales team managing deals in monday.com can use DocCreate to instantly produce a branded proposal PDF populated with the client name, deal value, and service details pulled straight from the board item. DocCreate supports a wide range of document types including invoices, offer letters, project summaries, RFPs, checklists, and more. It is built and maintained by Flowtech Apps LLC and is available as a paid subscription directly through the monday.com Marketplace.
Using DocCreate takes just a few minutes to set up. Start by opening the monday.com Marketplace and installing DocCreate on your account. Once installed, open any board and add DocCreate as a board view or use it via the monday.com apps panel. From there, select or create a document template and map your board columns to the corresponding placeholders in the template — for example, mapping a “Client Name” column to the {{client_name}} field. When you are ready to generate a document, select the board item you want to use and click Generate. DocCreate will pull the live data from that item and produce a finished PDF or Word file within seconds. For teams generating documents regularly, monday.com automations can be configured to trigger document generation automatically, removing the need for any manual steps after the initial setup.
DocCreate currently supports two output formats: PDF and Microsoft Word (DOCX). PDF is the most commonly used format and is ideal for documents that will be shared externally — such as invoices, proposals, contracts, and offer letters — because the layout and formatting remain fixed regardless of the recipient’s device or software. Word (DOCX) format is better suited for documents that need further editing after generation, such as draft agreements or reports that a recipient will customise before returning. Both formats are generated from the same template, so you can choose your preferred output format at the point of generation without maintaining two separate templates. Support for additional formats may be introduced in future releases. For the latest information on supported file types, check the DocCreate changelog page or the monday.com Marketplace listing.
Yes, DocCreate templates are fully customisable. You can design templates that reflect your brand identity — including your logo, colours, fonts, and page layout — and then insert dynamic placeholders that map to specific monday.com columns. When a document is generated, each placeholder is replaced with the live data from the selected board item. For example, a project summary template might include placeholders for {{project_name}}, {{assigned_team}}, {{deadline}}, and {{budget}}, all pulled from a single board row. Templates support rich formatting such as tables, multi-column layouts, conditional sections, and repeating rows for line-item data. This means a single invoice template can handle orders with one product line or fifty, automatically expanding to fit the data. Templates can be saved and reused across multiple boards and team members, making them a one-time investment that pays off across every document your team generates.
Yes, DocCreate is designed to scale from small teams to large enterprises. Small teams benefit from the time saved on repetitive document tasks — even generating five invoices a week manually can cost hours per month that DocCreate eliminates. Medium-sized businesses with higher document volumes can use bulk generation and automations to handle dozens or hundreds of documents without additional headcount. Enterprise teams managing complex, multi-department workflows can take advantage of advanced features such as conditional logic, dynamic field mapping, and multi-board data sources. DocCreate offers four subscription tiers — Basic, Standard, Pro, and Business — with action limits scaled to match different usage levels, so you only pay for the capacity your team actually needs. All tiers are billed through the monday.com Marketplace, so there is no separate billing relationship to manage.
DocCreate integrates natively with monday.com as a Marketplace app, meaning it operates directly within your existing monday.com workspace without requiring any third-party connectors or API configuration. Once installed, DocCreate can access the boards, columns, and items your account has permission to view. You select the source board within the DocCreate interface, map your board columns to template placeholders, and generate documents from individual items or in bulk. Every supported monday.com column type — including text, numbers, status, date, people, dropdown, and formula columns — can be mapped and inserted into your templates. DocCreate respects monday.com’s existing permission model, so users can only generate documents from boards they already have access to. This native integration means your data never leaves the monday.com ecosystem unnecessarily, and there is no need to export or re-import data at any stage of the process.
Yes, DocCreate supports bulk document generation, allowing you to produce documents for multiple monday.com board items in a single operation. This is particularly useful for scenarios like end-of-month invoicing, where you might need to generate a separate invoice PDF for each of twenty or thirty clients without repeating the process manually for every item. To use bulk generation, select the items you want to include — either by filtering your board view or manually selecting rows — and trigger the generation from the DocCreate panel. Each item produces its own individual document populated with that item’s specific data. Bulk generation is available on Standard plans and above, with the number of documents you can generate in a given billing period determined by your plan’s action limit. This feature integrates well with monday.com automations for fully hands-off, scheduled document runs.
DocCreate can be accessed through the monday.com mobile app on iOS and Android, since it runs as an embedded Marketplace app within the monday.com interface. This means you can trigger document generation or review completed documents while away from your desk. However, desktop use is recommended for initial template setup and configuration, as the template editor involves column mapping and layout adjustments that are more comfortable to work with on a larger screen. Day-to-day document generation — particularly for simple, single-item documents — works well on mobile once your templates have been set up. For teams using monday.com automations to trigger document generation automatically, mobile access is less critical since documents are generated without any manual interaction. If your workflow requires frequent mobile-first document generation, we recommend testing your specific use case on mobile before fully committing to that setup.
Yes, DocCreate integrates with monday.com’s native automation engine, allowing you to trigger document generation automatically based on events that happen on your board — no manual clicks required. Common automation triggers include status changes (e.g., generate a contract PDF when a deal moves to “Won”), date arrivals (e.g., send a project summary every Friday), and item creation (e.g., generate a welcome document whenever a new client is added to the board). You configure these automations directly within monday.com’s automation centre, selecting DocCreate as the action to run when your chosen trigger fires. The generated document is automatically saved to the item’s file column or sent via monday.com update, depending on how your automation is set up. Automations are especially powerful for high-volume teams who need consistent, timely documents without relying on a team member to remember to generate them manually.
Yes, documents generated by DocCreate can be shared in several ways depending on your workflow. Every generated file is saved directly to the monday.com board item it was created from, where it appears in the item’s file column and can be downloaded by any team member with access to that item. From there, you can download the PDF or Word file and share it by email, upload it to Google Drive or another storage platform, or attach it to a monday.com update to notify colleagues automatically. For client-facing documents like proposals or invoices, the most common workflow is to download the PDF and send it via email or your CRM. If you are using monday.com automations, you can configure the automation to post the generated document as an update on the item, which can trigger a notification to relevant team members or external stakeholders connected to your board.
Installing DocCreate takes under two minutes. Open monday.com and navigate to the Marketplace by clicking the grid icon in the left-hand sidebar and selecting “Explore Apps.” In the search bar, type “DocCreate” and select the DocCreate listing published by Flowtech Apps LLC. Click the Install button and authorise the OAuth permissions that DocCreate requires to access your board data — these permissions follow monday.com’s standard app framework and are limited to what the app needs to function. Once installed, DocCreate will appear in your apps panel and can be added to any board as a board view. If you are an account admin installing on behalf of a team, the app will be available to all members of your monday.com account immediately after installation. For a step-by-step walkthrough with screenshots, visit the DocCreate tutorials page at doccreate.io/tutorials/.
DocCreate is a paid application with four subscription tiers designed to suit different team sizes and usage volumes. The Basic plan starts at $25 per month and includes 250 document generation actions. The Standard plan is $49 per month for 500 actions, the Pro plan is $79 per month for 1,000 actions, and the Business plan is $149 per month for 2,000 actions. One action equals one document generated. Typical teams use between 150 and 300 actions per month, making the Basic or Standard plan suitable for most small to medium teams. All plans are billed through the monday.com Marketplace, so the subscription appears on your existing monday.com invoice. There is no free tier at this time, but the Marketplace listing may include a trial period. For the most current pricing information, visit doccreate.io/pricing/.
DocCreate is built on monday.com’s secure app framework and accesses your board data only through the OAuth permissions you grant at installation. It does not store copies of your board data on external servers beyond what is temporarily needed to render a document — once the document is generated and returned to your monday.com item, any transient data used in the process is discarded. DocCreate respects monday.com’s existing permission model, meaning the app can only access boards and items that the authorising user has permission to view. All connections between DocCreate and monday.com are made over HTTPS using encrypted transport. Flowtech Apps LLC follows industry-standard security practices for Marketplace app development as required by monday.com’s app review process. For detailed information about OAuth scopes, data retention, and GDPR compliance, visit the DocCreate security page or contact the support team via the details on the contact page.
DocCreate support is available through several channels. The fastest route for most issues is the DocCreate contact page at doccreate.io/contact/, where you can submit a support request directly to the Flowtech Apps LLC team. For how-to questions and setup guidance, the tutorial library at doccreate.io/tutorials/ covers the most common configuration tasks with step-by-step video walkthroughs. The DocCreate community forum is also available for peer-to-peer questions and to browse answers to previously asked questions. If you encounter an issue directly within monday.com, you can also reach the team through the app’s support link in the monday.com Marketplace listing. When submitting a support request, including your monday.com account name, a description of the issue, and any error messages you see will help the team resolve your issue faster. Response times and SLAs vary by subscription tier.
Yes, DocCreate is built to handle sophisticated document automation scenarios beyond simple single-field substitution. Advanced features include dynamic field mapping — where the content of one column determines which template section is used — conditional logic that shows or hides template sections based on item data, and repeating row blocks that expand automatically to accommodate variable-length data like itemised product lists. For example, a sales team could build a proposal template where the pricing table section automatically includes only the products that have been selected on the board item, while an optional “enterprise support” section appears only when the deal size exceeds a certain value. These capabilities make DocCreate suitable for complex operational workflows in departments like HR, finance, operations, and sales, where document requirements vary significantly from one record to the next. For guidance on setting up advanced templates, refer to the tutorials at doccreate.io/tutorials/.

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