DocCreate

Flowtech Apps LLC •

58 installs, since April 7, 2025. 19 installs/month. Updated May 27, 2025.

Free plan available No touch

Import & export Productivity & efficiency CRM Featured

View on Marketplace

Auto-Create Branded PDF & Word documents and add Images

DocCreate is an all-in-one document automation platform built to supercharge how you create, customize, and deliver documents—directly from your monday.com boards. Combine speed, visuals, branding, and advanced features in one seamless solution. ✅ No manual entry. Create with a single click.

🖼️ Embed Visuals with Ease

Capture and embed images directly from file columns in your boards. Perfect for inspections, property assessments, and proposals.

📋 Pull Live Board Data

Auto-fill templates using real-time board data, including ➕ formula columns and subitems — instantly formatted into branded Word or PDF documents.

📨 Email Your Docs Instantly

Once generated, send documents directly via email to clients, team members, or vendors—right from your board's email column.

📚 Browse or Upload Templates

Use your own designs or choose from our growing template library:

🧾 Invoices • 🛒 Sales Receipts • 📦 Purchase Orders • 🏠 Inspections • 📈 Performance Reviews • 👥 Hiring Docs • 🔐 Agreements • 🚨 Reports and more.

⚙️ Automate Your Workflows

Use our built-in monday.com automation recipes to trigger document creation at any step in your workflow.

🧩 Intuitive Interface

Insert dynamic placeholders with one click. 📎 Follow simple guides to embed tables, lists, and conditional logic into your templates.

💬 Need Help?

We offer free support to help you get the most out of DocCreate. 📧 Email us at [email protected] or 📞 Schedule a call using the calendar link on our DocCreate Contact Us page—we’d love to connect! https://doccreate.io/contact/

Review our How To Videos on YouTube: https://www.youtube.com/@DocCreate

🌐 Visit https://doccreate.io/faqs/ for FAQs and more resources.

✨ Build faster, smarter, and with less effort using DocCreate.

From proposals and reports to contracts and evaluations, DocCreate brings clarity and automation to every step.

Security & Compliance

Security

Does the developer periodically perform penetration testing?

Does the developer have a dedicated security and privacy point of contact for such issues or questions?

Yes

[email protected]

Does the app restrict redirects and forwards only to approved destinations, or show a warning when redirecting to potentially untrusted content?

Yes

We use a whitelist-based redirection system that only permits redirects to pre-approved, trusted destinations. Any attempt to redirect to an unlisted destination is blocked, and users are notified with an appropriate message.

Does the app protect against mass parameter assignment attacks?

Yes

We prevent mass parameter assignment attacks by enforcing strict input validation and leveraging libraries that offer built-in protection. These libraries support strong typing and parameter whitelisting, significantly reducing the risk of unauthorized parameter manipulation.

Does the app perform encoding and sanitization on all user supplied parameters to protect against Cross-Site Scripting?

Yes

We prioritize defense against XSS attacks by following industry best practices, including rigorous user input validation and the use of official, up-to-date libraries for secure data handling.

Does the developer protect all state-changing actions against Cross-Site Request Forgery (CSRF)?

Yes

We ensure strong CSRF protection by securing all endpoints with user-specific tokens that are time-bound and uniquely generated. These tokens serve as a safeguard against unauthorized state changes or data access any request lacking a valid token is automatically denied, reinforcing the overall security of our application.

Does the developer have mechanisms to notify monday.com in case of a security breach?

Yes

Our team maintains ongoing communication with the monday.com team, actively discussing features, bug reports, and security best practices. In the event of a data breach that could affect monday.com, we prioritize immediate notification via our direct communication channels. We are committed to transparent and collaborative response efforts, working closely with monday.com to quickly contain the breach and minimize any potential risks or data exposure.

Does this developer have a process for installing application-level updates and security patches for the service (such as software packages and databases)?

Yes

Our infrastructure is hosted and managed on Amazon Web Server (AWS), with our databases handled via MongoDB Atlas. Both platforms deliver regular security updates and patches to help protect our systems. To stay ahead of emerging threats, our team continuously monitors industry sources and threat intelligence feeds. When new vulnerabilities arise, we act quickly applying patches and implementing mitigation measures without delay to ensure ongoing security and resilience.

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)?

Not answered

Is the app certified with System and Organization Controls (SOC 2 or SOC 3)?

Not answered

Is the app compliant with the General Data Protection Regulation (GDPR)?

Not answered

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).

Yes

Yes, our app sends limited data outside of monday.com. specifically, only the user input data that is necessary for the app’s functionality. This data is securely stored and used solely to support the app’s operations, with no unnecessary or sensitive information transmitted or retained beyond what is required.

Where does the app store logs data?

aws

The application stores log data securely in AWS, where it is retained for a period of three months. This retention ensures that logs are available for review in case of emergencies or for troubleshooting purposes, while also aligning with our data management and security policies.

Where does the app store the app data?

Does the developer ensure application logs do not contain secrets or personally-identifiable information (PII)?

Yes

Our logging practices are designed with privacy as a priority. We ensure that personally identifiable information (PII) is never stored in our logs. Instead, we log only relevant identifiers (IDs) needed for processing, striking a careful balance between operational usefulness and the protection of user privacy.

Is customer data segregated from the data of other customers (for example logically or physically)?

Privacy

Does the developer enforce multi-factor authentication on employees access to systems which may process customer data?

Yes

Access to customer data within our organization is tightly controlled and restricted to authorized personnel only. Individuals must authenticate using their private access credentials, and access is granted strictly on a need-to-know basis. This ensures that only those with a legitimate business purpose can view or interact with customer data, maintaining confidentiality and security at all times.

Does the developer protect access to customer data based on the principle of least privilege?

Yes

Yes, access to customer data is protected based on the principle of least privilege. Only authorized individuals with a legitimate business need are granted access, and permissions are tightly scoped to ensure users can access only the specific data necessary for their role. This minimizes exposure and enhances the overall security of customer information.

Reviews

No reviews yet.

Installation history

We have data for December 28, 2024 onwards only. Collected sometime after 00:00 UTC daily.

ID: 10000773 • App ID: 10332571 • Listing updated: June 9, 2025

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  "description": "<p><strong>DocCreate</strong> is an all-in-one document automation platform built to supercharge how you create, customize, and deliver documents—directly from your monday.com boards. Combine speed, visuals, branding, and advanced features in one seamless solution. ✅ No manual entry. Create with a single click.</p><p><br></p><p><strong>🖼️ Embed Visuals with Ease</strong></p><p>Capture and embed images directly from file columns in your boards. Perfect for inspections, property assessments, and proposals.</p><p><br></p><p><strong>📋 Pull Live Board Data</strong></p><p>Auto-fill templates using real-time board data, including ➕ formula columns and subitems — instantly formatted into branded Word or PDF documents.</p><p><br></p><p><strong>📨 Email Your Docs Instantly</strong></p><p>Once generated, send documents directly via email to clients, team members, or vendors—right from your board's email column.</p><p><br></p><p><strong>📚 Browse or Upload Templates</strong></p><p>Use your own designs or choose from our growing template library:</p><p>🧾 Invoices • 🛒 Sales Receipts • 📦 Purchase Orders • 🏠 Inspections • 📈 Performance Reviews • 👥 Hiring Docs • 🔐 Agreements • 🚨 Reports and more.</p><p><br></p><p><strong>⚙️ Automate Your Workflows</strong></p><p>Use our built-in monday.com automation recipes to trigger document creation at any step in your workflow.</p><p><br></p><p><strong>🧩 Intuitive Interface</strong></p><p>Insert dynamic placeholders with one click. 📎 Follow simple guides to embed tables, lists, and conditional logic into your templates.</p><p><br></p><p><strong>💬 Need Help?</strong></p><p>We offer <strong>free support</strong> to help you get the most out of DocCreate. 📧 Email us at <strong>[email protected] or </strong>📞 Schedule a call using the calendar link on our DocCreate Contact Us page—we’d love to connect! <a href=\"https://doccreate.io/contact/\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>https://doccreate.io/contact/</strong></a></p><p><br></p><p>Review our <strong>How To Videos</strong> on YouTube: <a href=\"https://www.youtube.com/@DocCreate\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>https://www.youtube.com/@DocCreate</strong></a></p><p>🌐 Visit <a href=\"https://doccreate.io/faqs/\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>https://doccreate.io/faqs/</strong></a> for FAQs and more resources.</p><p><br></p><p><strong>✨ Build faster, smarter, and with less effort using DocCreate.</strong></p><p>From proposals and reports to contracts and evaluations, DocCreate brings clarity and automation to every step.</p>",
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    },
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      "versionId": 3,
      "versionState": "live",
      "name": "Business Plan",
      "description": "For departments creating high-volume documents.",
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          "Unlimited Users",
          "Unlimited Boards & Workspaces",
          "Full Access to the DocCreate Template Gallery",
          "Free Support for Template Creation"
        ],
        "monthlyFee": 240,
        "yearlyFee": 200
      },
      "isTrial": false,
      "isRecommended": false,
      "isFree": false,
      "currency": "USD",
      "prices": {
        "type": "standard",
        "monthly": 240,
        "yearly": 200
      }
    }
  ],
  "featured_for_categories_ids": [],
  "pinned_for_categories_ids": [],
  "pricing_model": null,
  "app_type": "app",
  "display": null,
  "is_connector": null,
  "google_analytics_tag_id": "G-E40BHY3L2E",
  "app_live_version": {
    "updated_at": "2025-05-27T20:33:16Z",
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}

DocCreate

Auto-Create Branded PDF & Word documents and add Images

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