PDF Use Cases for monday.com
Pre-made workspace templates and workflow descriptions for PDF use cases to enhance your processes.
Form submissions to PDF
Automatically convert monday form submissions into PDFs using your own docx template to match your CI.
You can even email the PDFs automatically using a custom email template. Read more
- General
Quotes & Invoices
Create Quotes & Invoices with monday.com and export them as a PDF. Use your own docx template to match your CI.
You can create Quotes & Invoices one by one or on auto-pilot with premade recipes based on specific triggers (e.g. Status change). Read more
- Finance
Contracts & NDAs
Create NDAs with monday.com and export them as a PDF. Use your own docx template and branding.
You can create NDAs one by one or on auto-pilot with premade recipes based on specific triggers. Read more
- Legal
Inventory Management with QR codes
Manage your inventory with monday.com and create QR codes that lead you directly to your inventory list. Use your own docx template and branding.
Create PDFs containing QR codes one by one or on auto-pilot with premade recipes based on specific triggers. Read more
- Operations
Course Certificates
Create certificates with monday.com and export them as a PDF. Use your own docx template and branding.
You can create certificates one by one or on auto-pilot with premade recipes based on specific triggers. Read more
- Operations
More use case ideas
Find more inspiration in our free template gallery: