We actually built a solution for this with The PDF Maker, which integrates directly with Monday. It lets you:
Upload your own logo (in the header or anywhere on the page)
Fully customize the layout using drag-and-drop placeholders
Exclude certain fields or sections (like instructions or internal notes)
Choose your font family, size, and spacing
Add headers, footers, and even page numbers across all pages
Define exactly where page breaks should happen — super helpful for contracts or proposals
Basically, instead of exporting the doc as-is, you pull your Monday data into a custom-designed PDF template that looks exactly the way you want. And it’s all automated — once you set it up, it just works.
You can view this quick demo. Please feel free to reach out if you need anything else also.
Hi @therese
I wanted to let you know that many of the features you’re looking for are already possible with the DocCreate app, which integrates directly with monday.com and supports advanced PDF generation from your board data.
Add a logo in the upper-left corner on all pages – You can upload your logo and place it anywhere in your custom template, including consistent placement across all pages. Exclude certain fields or instructions – Easily hide or exclude specific fields from your PDFs using conditional placeholders or by simply omitting them from the template. Change the font family – Full typography control allows you to select fonts, sizes, and spacing to match your brand guidelines. Remove borders around dynamic values – Dynamic fields in DocCreate are designed to blend seamlessly into your layout — no extra borders or styling unless you choose to include them. Add headers and footers – Create global header and footer sections that appear across all pages — ideal for branding, contact info, or page numbers. Control page breaks – You can define exactly where page breaks should occur, which is especially useful for multi-section documents like contracts or proposals.
If you’re currently using WorkDocs and want more design flexibility for your exported PDFs, DocCreate is a great alternative that puts layout control back in your hands — and it works with monday automations too!