1. PDF Creation from Items and/or Subitems
Specifically inline creation of PDFs(or other supported documents) from items and/or subitems. I’ve tried three other Apps in the marketplace and they all miss the mark for my companies use. The crux is either complicated template creation, unsupported Monday columns/placeholders for templates or not integrating easily on an existing Monday board. I would like know where Monday.com is with their own built in PDF creation.
HTML Support for Email Integrations
The ability to send emails from integrations is great but currently we can only use it as automated notification system for reps outside our organization. But with only plain text, no way to included CC or BCC, add attachments, proper signatures, links etc., we cannot use it for more complicated emails. I would love to send quote request/orders/estimates, schedule shipments, send documents(PDFS generated by the other feature?!) but cannot until Monday natievely includes HTML for email integrations. I know of and used integrations like Integromat but the triggers for setting it up makes it more complicated than I would like. Its an okay solution for SOME use-cases in the meantime. But again I would like to know when Monday plans to have this feature built-in.
@andrewalmand have you found a solution or heard from Monday.com? I’ve tried Docugen, Eledo, and Docative, and am getting by with them, but I agree with you about the frustrations. I’d really like to see a user-friendly PDF generator with a polished looking final product native to monday.com.
We are also interested in a solution like this.
We use items for tasks that need to be actioned by a volunteer disaster response team, who do not have Monday access. Typically, these teams are best suited to a piece of paper with the job details.
This means we need a custom template with job details and an area for the volunteer to complete job notes that will be entered back into Monday.
I’ve had a quick look at Docotive & DocuGen but I feel they lack a custom template option that would allow the written feedback area.
Is that something you have found as well? (or should I keep looking)
