DocGenerator enables teams to generate professional PDF, Docx, and Excel files directly from monday.com boards and items. Whether you need contracts, invoices, project reports, or customized templates, our solution offers powerful automation and seamless customization.
Item-Based Document Generation
Create detailed, structured documents based on individual items:
✅ Contracts – Auto-generate legally compliant agreements with placeholders for client details, project scope, and terms.
✅ Invoices – Pull in order details to generate branded invoices with dynamic pricing, tax calculations, and customer information.
✅ Proposals & Reports – Convert item data into well-formatted project reports, proposals, and timesheets.
✅ Custom Templates – Use Word-based templates with placeholders for a fully flexible document layout.
Board Export
Turn entire monday.com boards into shareable, professional reports:
✅ Export board views as PDFs for internal reports, client presentations, or archival.
✅ Select specific columns to include for a focused, structured document.
✅ Choose between portrait, landscape, or auto layout based on content needs.
✅ Multiple standard page sizes available (A4, A3, A2, A1, A0).
Automate Document Creation
Save time with powerful automation triggers:
✅ Generate PDFs when a date arrives, item moves, button is clicked, or a form is submitted.
✅ Store generated files in a selected column with custom file names and formats.
✅ Send documents automatically via custom-branded emails to clients and team members.
Does the developer periodically perform penetration testing?
Yes
Penetration testing is conducted regularly, focusing on identifying and addressing security vulnerabilities in the system. This involves running simulated attacks to test the app’s defenses, using tools like Burp Suite and Nessus. These tests are aligned with major releases and adhere to OWASP guidelines to ensure that the app remains secure against potential threats
Does the developer have a dedicated security and privacy point of contact for such issues or questions?
Yes
connect@datanexify.com
Does the app restrict redirects and forwards only to approved destinations, or show a warning when redirecting to potentially untrusted content?
Yes
The app ensures safe redirects and forwards by implementing an allow list of trusted destinations. Before performing a redirect, the app checks the target URL against this allow list to verify it is an approved location.
Does the app protect against mass parameter assignment attacks?
Yes
Yes, the app protects against mass parameter assignment attacks by implementing strong parameter filtering and whitelisting. Only explicitly permitted fields are allowed to be updated when handling user input, preventing unauthorized or unintended attributes from being modified. Additionally, sensitive fields are excluded from mass assignment by default, ensuring they cannot be manipulated through bulk input. Regular code reviews are also conducted to identify and mitigate potential vulnerabilities related to mass assignment.
Does the app perform encoding and sanitization on all user supplied parameters to protect against Cross-Site Scripting?
Yes
To prevent XSS, we use DOMPurify before accepting input in the backend. Input is validated to allow only expected formats, and special characters (e.g., ``, `&`) are encoded into safe HTML entities. Contextual escaping and libraries like OWASP’s ESAPI enhance protection.
Does the developer protect all state-changing actions against Cross-Site Request Forgery (CSRF)?
Yes
To protect against CSRF, use anti-CSRF tokens in forms and API requests, ensure tokens are unique per session.
Does the developer have mechanisms to notify monday.com in case of a security breach?
Yes
In case of a security breach, I will notify monday.com immediately upon detection. I will reach out through their developer support or report the issue via Monday’s support email. The notification will include critical details such as when the breach was discovered, the affected data, and steps already taken to contain it.
Does this developer have a process for installing application-level updates and security patches for the service (such as software packages and databases)?
Yes
Here’s a concise 5-step process for installing application-level updates and security patches: 1. Identify and Assess: Regularly check for updates from vendors and review release notes. Assess the impact on your system’s compatibility and functionality. 2. Backup: Create a complete backup of your system, including databases and configurations, ensuring you can restore if issues arise. 3. Test: Apply the update in a staging environment to identify and resolve potential issues before applying it to production. 4. Deploy: Schedule and execute the update during off-peak hours to minimize disruption. Monitor the deployment process for any problems. 5. Verify and Document: After the update, verify that the application works correctly and monitor system performance. Update documentation to reflect the changes and inform stakeholders of any new features or adjustments.
Compliance
Is the app certified with the information security standard ISO/IEC 27001:2022?
Not answered
Is the app compliant with the Health Insurance Portability and Accountability Act (HIPAA)?
No
Is the app certified with System and Organization Controls (SOC 2 or SOC 3)?
No
Is the app compliant with the General Data Protection Regulation (GDPR)?
Yes
Data
Does the app send any data outside of monday.com? If yes, indicate whether the data is customer-submitted (e.g., board names, item names, doc content) or non-customer-submitted (e.g., account ID, board ID, user ID).
Not answered
Where does the app store logs data?
monday
Where does the app store the app data?
monday
Does the developer ensure application logs do not contain secrets or personally-identifiable information (PII)?
Yes
We ensure that logs do not contain secrets or Personally Identifiable Information (PII) thorough code reviews. During the review process, we verify that sensitive data like passwords, API keys, and PII are not logged. Developers are guided by best practices and logging guidelines that focus on excluding confidential information.
Is customer data segregated from the data of other customers (for example logically or physically)?
Yes
We do not store any customer data for this app!
Privacy
Does the developer enforce multi-factor authentication on employees access to systems which may process customer data?
Yes
At our company, only the development team has access to customer data, and this is done through a secure VPN that requires multi-factor authentication (MFA) for access. This layered security approach ensures that only authorized personnel can reach sensitive data, further protecting it from unauthorized access.
Does the developer protect access to customer data based on the principle of least privilege?
Yes
At our company, only the development team has access to customer data, and this access is strictly controlled through a secure VPN. Access is limited to necessary personnel, ensuring data is handled responsibly and securely. Regular audits and monitoring are conducted to maintain compliance and data protection standards.
Reviews
June 17, 2025
JE: I found limitations and scheduled a meeting with them to discuss (Twice). No one showed up to either meeting. Uninstalling.
May 15, 2025
PV: Support from Tarun was very good. He fixed the issue in a day. Now we can catch more then 5 formula feelds in pdf doc. We can recommend.
Developer response:
thanks for your feedback
August 17, 2024
SH: No PDF actually created. After clicking the "Generate PDF" button, the message "Generating PDF" appeared momentarily. Then a "Vew PDF" button appeared. When I click the "View PDF" button, nothing happens even after waiting for several minutes.
Historical data
Installation history
We have data for December 28, 2024 onwards only. Collected sometime after 00:00 UTC daily.
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Ratings history
Categories history
Each of the following is a yes/no answer, so the graphs show 1 for yes, and 0 for no.
