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DocuGen

DocuGen, Inc.

4.7 (95)

30,518 installs, since September 14, 2020.   526 installs/month.   Updated June 12, 2025.

Free plan available Existing legacy
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Create documents and collect signatures

DocuGen is the #1 document generation and signature app for monday.com


All-purpose document generation with HIPAA compliance* and total privacy and security.


  • Generate any document -- proposals, invoices, receipts, legal documents, letters, HR documents, etc. 
  • Populate dynamic information from your boards
  • Bring your own Word templates and branding
  • Collect signatures from one or more signers
  • Automate workflows with our ready-to-use integration recipes
  • Save generated and signed documents to your board 
  • Free support provided by real experts via live chat and email


Visit our support page at https://support.docugen.io 

Visit our community page at https://community.docugen.io/


*We offer compliance with the Health Information Portability and Accountability Act (HIPAA) for enterprise customers upon request. With DocuGen HIPAA compliance, your health Information is protected in compliance with HIPAA standards. Learn more: https://docugen.io/hipaa/

Security & Compliance

Security

Does the developer periodically perform penetration testing?

Not answered

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

Not answered

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

No
Users manage their own bookings pages, so we do not generally expect them to see any external user-generated redirects. Hyperlinks are not allowed on the client booking pages, so no one can add external links on these pages.

Does the app protect against mass parameter assignment attacks?

Yes
Mass parameter assignment attacks are protected against by following best practices similar to the linked guide. Objects are restricted by authentication tokens that only have the required access level for the task.

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

Yes
Docugen interface is built with Angular Framework, where the XSS most common vulnerable scenarios are by fault handled by the framework.While using Docugen, there is no flow or scenarios where users are able or needed to generate HTML. Because of this, the HTML Sanitization on our user interface is not needed.We allow users to build templates as .docx, where the user uses placeholders that are after replaced with actual board data. Docugen does the replacing of the placeholders with the actual data, using the replace pattern and does not store the data in any datasource. Also any placeholder is validated against specific REGEX, to make sure that the placeholder is valid, to avoid any malicious code to be inserted inside the document. The same is applied for the filename, that we allow user to specify it, the filename is validated against an REGEX as well. Example : UNSUPPORTED_CHARACTERS_REGEX = new RegExp(/[\/\\?%*:;\|"<>=#~@^&\[\]{}`,\+\$]/,'gi’);

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

Yes
We use CSRF tokens to validate all requests.

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

Yes
In case of a security breach, we would notify monday.com by email as soon as we are aware of the scope of the breach, and would also contact our monday.com contacts directly via monday.com. In addition, we are connected to the London team, and would give them a call to ensure speedy communication.

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

Yes
Critical patches are installed as soon as we are aware of the issue High vulnerabilities we aim to address within a week Medium within a month Low within a quarter

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).

Not answered

Where does the app store logs data?

Not answered

Where does the app store the app data?

Not answered

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

Yes
Logs are restricted to limited parameters following best practices (similar to the linked guide) and are rotated daily.

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

Yes
Customer data is segregated logically. DocuGen is a multi-tenant app with application-level isolation of customer data.

Privacy

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

Yes
Authentication for accessing systems that process/hold customer data is done through both a password and a private key

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

Yes
Only the CTO has full access to the data, which requires an encrypted key and secure connection.

Reviews

June 9, 2025

JV: I am still getting the app up and running, this seems like an incredible game changer depending on your business needs, you have to dedicate your time to learn the platform, this process has been amazing all thanks to Barnabas who has been amazing !

May 30, 2025

A: DocuGen is the best document generation app integrated with Monday.com, and it comes with an outstanding customer support team as a bonus.

May 28, 2025

LB: Docugen's powerful subitem table feature with filtering has allowed us to generate complex documents which have previously taken huge amounts of staff time to assemble, significantly reducing admin load for our team.

May 22, 2025

JA: Thank you for the support; it has been precise and easy to understand. I hope I was able to help resolve some details within the tool.

April 17, 2025

CG: Great app to get your contracts signed by clients and integrate them with Monday.com

April 11, 2025

JM: Barnabas is great. I enjoy working with him. I would however love to see more flexibility in the layout. For example, being able to display subitem notes column directly below the subitem instead of linearly with a cell that grows in height

April 10, 2025

MJ: Very usefull app and easy interaction with the settings

April 1, 2025

PT: As a project manager in marketing, Docugen has significantly reduced the amount of time it takes me to generate creative briefs for the production team. It's easy to use once it's set up, and the customer help desk is responsive and helpful!

March 25, 2025

AM: DocuGen is a great tool for document automation in Monday.com. Simple, fast, and reliable. Big thanks to Darko from support! He’s always kind, helpful, and takes the time for us. I really appreciate the personal touch.

March 17, 2025

CR: We implemented Docugen to streamline both internal and external processes. The software is incredibly user-friendly, making document automation seamless and efficient. Great support from Docugen and embraced by both our team and clients.

March 17, 2025

GL: The DocuGen App seamlessly integrates document generation and signing capabilities, making the process convenient. Their tech support is responsive and helpful, ensuring a smooth experience. Plus, they welcome feature requests.

March 13, 2025

K: Very easy to use and the service/support is incredible

March 13, 2025

CF: Very powerful app, excellent customer support - went above and beyond in helping with optimal integration!

March 13, 2025

MF: I've been using Docugen for a while and it works great! I want to compliment Darko Antic and Sami Caracand for the great service! Darko answered all my questions and gave me some great tips. I would highly recommend Docugen to anyone!

March 12, 2025

MS: A very usefull, very intuitive app that allows to use mirrowed columns and formula columns, the only one that I've find that gives you such flexibility, with a supportive customer service team and a very useful and alive community! It's 5 stars for me!

March 12, 2025

TP: Barnabas was such a huge help! So glad to have had a call with him today!

March 12, 2025

RR: The customer support is super, but when making test we need to consume credit, this is not ideal

March 12, 2025

ᲐᲑ: Great Product

March 12, 2025

נט: Very easy to use and very versatile. The company itself is super helpful and helps with everything you need. When I had a problem, they even scheduled a Zoom with me to fix it as quickly as possible. Highly recommended.

March 12, 2025

오: It's best tool for making reports for monday items! and the support team works really well and fast! Always thanks!

March 11, 2025

PO: Great addition to my workspace and a very helpful support team who are always available to help!

March 11, 2025

NM: Professional and swift service!

March 11, 2025

J: we loved the hands on approach of founder Sami as well as the great customer care provided. not to mention that the app itself is versatile for pdf creation and well suited for our business purposes.

March 10, 2025

SC: We just started DocuGen to incorporate with Monday.com and utilize for contracts and change orders in our construction world. It is easy to set up and flows nicely in projects.

March 10, 2025

IC: Es una muy buena que nos ha ayudado con nuestro proceso, si hemos tenido detalles con la app pero considero que el soporte también es bueno, a veces es más rápido y a veces no, pero se entiende las diferentes situaciones. Sin duda lo recomendamos.

March 10, 2025

RF: We are very happy to use DocuGen for our automatically generated documents. This includes, but is not limited to: Identification slips for the warehouse and the warehouse. We are excited to continue working with DocuGen!

March 5, 2025

CM: Really well designed app. The document center to help you with the solution is complete. Though, the best is the consulting team who helps you with your question as Darko for example. Responsive, very helpful and problem solver. Keep going.

February 25, 2025

MA: DocuGen has been a crucial application we use in Monday.com to support our business needs. The support provider by DocuGen has been fantastic & I would recommend this application to anyone.

January 26, 2025

DR: Practica y funcional

January 18, 2025

ED: Fantastic app!

December 4, 2024

DM: Easy for people who can follow instructions

November 12, 2024

GJ: Doing the set up by my own would have been a little challenging and would have given 4* but having Darko at the end of a zoom meeting made things SO easy and simple, a true 5* deserving review. Once set up, DocuGen Create & sign work a charm. Well done!!

October 2, 2024

EO: Great App, easy to use and very helpful!

July 15, 2024

JY: Docugen es unaa herramienta fantástica, que permite crear documentos dinámicos. Sin embargo, cosas que debería mejorar a mi parecer serían: 1. Que pueda tomar la totalidad de un valor que está en un campo tipo fórmula, que trae el reflejo de otra columna

May 21, 2024

MM: We use DocuGen to automate team member assessments. Managers, team members, and partners complete surveys, and the responses are emailed to the person managing the member's personal file. It's efficient, easy, and DocuGen's support is fast and reliable.

April 30, 2024

GC: Incredibly helpful customer service. Prompt responses to emails and useful webinars. I have a use case that DocuGen currently does not have a solution for, however they still scheduled a 1-on-1 help session to try to find a workaround.

April 30, 2024

SK: DocuGen integrated with Monday.com saves us a lot of time on generating documents that we previously had to create manually. It is also easy to use. We are exploring other ways we can utilize DocuGen to improve efficiency in other areas of our business!

April 24, 2024

VG: We're thrilled with Docugen! The app has significantly streamlined our paperwork, allowing us to effortlessly replicate our contracts complete with headlines, photos, and formulas. It's an essential tool for anyone in sales! From a non-techy perspective

April 22, 2024

LS: Great for small and medium businesses. Quite easy to set up and the support team is amazing.

April 12, 2024

AT: I would like to send the document created to more than just one email address.

April 3, 2024

SK: DocuGen has been an excellent tool for our company to streamline and track our agreements.

March 19, 2024

TT: awesome integeration. once you put forth the effort to understand how it works, it is easy to add and update. we have been using docugen for over a year for purchase agreements, addendums, disclosures, and it is awesome. saves us tons of time.

March 5, 2024

SS: Having DocuGen made a process that took 15 minutes per event down to 30-seconds per event. This is huge for my team.

January 31, 2024

K: It is very rare that you have a problem with this platform and in the rare case that it does happen, the Docugen team is always on hand to fix it! They have very good customer service and a platform that works wonderfully.

January 12, 2024

RC: This app is very helpful to our company's workflow and the customer service support is very great!

January 4, 2024

JN: Very good application. We use it a lot to generate different types of reports automatically. DocuGen has made our work much easier. 100% recommended. The support is fast and their response is always very helpful.

December 12, 2023

: This application significantly aids in my tasks and comes equipped with a team to provide fast and great support.

November 28, 2023

נח: Ive been using DocuGen for a few months now and im super satisfied! The app is so easy to work with! There was a time I didnt understand how to fix something and Alex from the support team was so helpful! Hihly recommended!

November 23, 2023

M: Une application très facile à utiliser et puissante. Elle permet de manipuler des subitems, chose qu'on retrouve difficilement dans d'autres applications interfacées avec Monday pour la génération de documents. Le support est très réactif et efficace.

November 6, 2023

CR: Love this app. It has solved a problem we had been facing for such a long time. We worked directly with Neda who was so helpful. I would recommend this app to everyone!

Installation history

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

ID: 12App ID: 113Listing updated: March 20, 2025