Get Started with docotive
docotive allows users to generate, customize, edit, and produce data driven documents. It automates your document generation by getting rid of paperwork and transforming data into beautifully designed document that you can send and share anywhere anytime.
The prerequisite requirements to install docotive to have an account on monday.com. If you don’t have one than don’t worry you can always create 14 days free trial account on Monday.com and second is you need word processing software to create / edit / customize documents in Microsoft Word(.docx) format.
Let's Install docotive
You can specify a specific workspace or select all WS to be installed on. this will install docotive in your monday.com account.
- Business Proposals
- Invoices
- Legal Documents
- Offer Letters
- Confidentiality Agreement
- Brochures
Add docotive View
Once you’ve installed docotive on your Monday.com account, the next step is to configure it. Add a docotive view to the Monday board you plan to use for generating professional documents.
Get Your Template Ready
docotive designed to work seamlessly with items and sub-items.
Whether you need to select data from a specific sub-items, a specific column, or use a filter, docotive will do it for you!
- Invoices
- Project Tasks
- Activity List
- Purchase Orders
- Inspection Reports
- Receipts
Integrate Your Workflow
Are you juggling multiple documents—like a Cover Letter in one board, a Project Plan in another, and a Business Proposal in yet another?
Want to combine them seamlessly to send to your client?
With docotive Merge, it’s as simple as clicking a button!
- Invoices
- Project Tasks
- Activity List
- Purchase Orders
- Inspection Reports
- Receipts
Generate Documents
From status changes to button clicks and task completions, docotive is designed to adapt to your specific scenarios. With a variety of customizable integration recipes at your fingertips, automating your workflows has never been easier.
Select the recipe that fits your needs, configure it effortlessly, and start generating documents in no time with docotive.
Five-Star Feedbacks
We are very proud of the services we provide and stand by every product we carry.
We use Monday.com and docotive to generate agreements and invoices for our clients. The docotive support team is excellent—they not only helped us get started with their application but also assisted in setting up Monday.com.
Drew Cameron
CEO - Real Estate Business
A powerful addition to Monday.com, docotive has become indispensable for managing agreements, loan applications, and nearly all of our legal documents. Its product features are exceptional, setting it apart as a truly standout solution.
Parveen Jaswal
Business Owner - Loan Broker
We've been using docotive since last year to send quotations, business proposals, and invoices to our clients, and we've found it incredibly easy to use with a fantastic set of features. The support team is outstanding—truly deserving of a 5-star rating
Scott Evans
Business Owner - Logistics
