Ability to print Item Card to PDF

Feature requests
1

I work as a mortgage loan officer for a broker company. I work with 50+ different credit unions. I would love the ability to print off a nice looking PDF to send to the broker loan officers. Ability to select what items are included in the PDF. For example - I use submenu items as a “Needs list” for documents that I need to gather. So I would love the ability to add different columns plus submenu items to a PDF that I can send to the loan officer letting them know what is needed and who this PDF pertains to. They are not apart of monday.com so I can not add them as teams and send to them, this would need to be something I can create and send based on the values of each column.

2

Hi, @TroyL Welcome to the community! You can create custom PDF reports using a 3rd party app like Docugen. It can pull from both item and subitem data into a templated PDF, and save it back to monday for you as well. You can check Docugen out in the official Marketplace.

~ Deb Cinkus, PMP
Certified monday․com Partner
CEO & Principal Consultant, Polished Geek

Book a Consultation with a monday․com expert: https://meet.polishedgeek.com/more-with-monday

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1 Like
3

@PolishedGeek - Thank you!! Im going to try that now. :slight_smile:

5

@TroyL sounds like your completely on top of the game!

I would love to get in contact with you re some broking templates for Monday.com if your keen on sharing some ideas!

Please contact me via ginger@ollies.team

6

Yes, this is possible with The PDF Maker (app.thepdfmaker.com).

With The PDF Maker, you can fully customize the content of your PDFs by mapping specific columns and subitems (like your “Needs list”) to placeholders in the PDF template. This makes it easy to generate a tailored, professional-looking PDF for each broker loan officer. You can even automate this process based on status or other triggers in your workflow, so the right data is pulled and formatted without manual input.

Every new response triggers PDF generation automatically.

Please view the support article below:

1 Like
7

yes you can achieve this using DocCreate. :page_facing_up::sparkles:

With DocCreate, you can:

  • Automatically generate a PDF from board data — including from a Workdoc-style layout

  • Attach the generated PDF to a File column — no need to download or re-upload manually

  • Email the PDF to external clients instantly using pre-configured templates :love_letter:

  • Fully customize the layout with logos, headers, footers, and page breaks :artist_palette:

  • Embed images, data from connected boards, and subitems into your PDFs seamlessly :link:

Here’s a quick demo to see it in action: :play_button:
Watch Demo

And if you want to try it out, here’s the install link: :down_arrow:
Install DocCreate