No code. No hassle. Just pure automation.

Generate Documents from monday.com Items

Turn monday.com items and subitems into invoices, quotes, contracts, or reports—automatically. Save hours, reduce errors, and keep every document on the item it belongs to.

Contact Support Get Started for Free

FlexiPage editor with a templated invoice document

How it Works

Set up in minutes. Generate professional documents without coding—fully powered by your monday.com boards.

Connect your monday.com

Select Board & Create Document

Choose your board, create a new document, and pull columns instantly by typing “@”.

Automate with automation blocks

Add Generate template document to any monday automation—for example, when a status changes to Approved.

Why FlexiPage?

Creating documents by hand:

Copying board data into a document editor works for a few items, but it doesn't scale.

Slow and error-prone
Every invoice or quote means copying column values by hand, and one wrong paste reaches your customer.
Line items are retyped
Subitems and connected board items have to be retyped as table rows for every document.
Files end up somewhere else
Finished documents sit in download folders instead of on the item they belong to.

Why Choose FlexiPage?

FlexiPage turns any monday.com board into a document workflow—no code, no copy-paste.

Automation blocks
Generate template document for items and Generate template document from subitem for subitems. Use them in any monday automation.
Subitems & connected boards
Turn subitems or connected board items into table line items, then sort and filter the rows.
Delivered back to monday
Upload the PDF to a File column, post it to the item's Updates, or send it for e-signature.

What You Can Do with Flexipage + monday.com

Turn your monday.com boards into powerful, branded, and automated documents.

Bring Columns & Connected Boards

Type '@' to access any column. Each Connect Boards column becomes its own field, so you can reach columns on the connected board too.

Convert Subitems to Line Items

Generate invoices or reports by turning subitems or connected board items into table rows with the Dynamic Table component.

Add Dynamic Images

Pull client logos, product photos, or other images from File columns into your documents.

Sort, Filter & Conditional Logic

Sort and filter line items, hide columns on a condition, and show only the sections that matter.

Customize Delivery Options

Upload the generated document to a File column, post it to monday Updates, or collect e-signatures.

Documents from Subitems

Build a template on the subitems board and generate a separate document for every subitem.

monday.com PDF Generator Features

Control how every page looks, from the paper size to the file name.

Page size and orientation

A4, Letter or a custom size in millimetres, in portrait or landscape.

Headers, footers and page numbers

Put your logo and text on every page, with numbering like page 2 of 5.

Page breaks and long tables

Start a section on a new page, and let long tables continue onto the next one.

Images, barcodes and QR codes

Pull logos and photos from your records' files, and turn field values into barcodes or QR codes.

File names from your data

Name each PDF after a field, like the invoice number, instead of the template name.

Local dates, numbers and currency

Format values for your locale and time zone, in any pattern you need.

FlexiPage tools for monday.com

monday.com Invoice GeneratorCreate invoices with line items from related records.

monday.com Report BuilderSend status reports built from your tasks and records.

Simple pricing. Unlimited potential.

Start for free, upgrade as your automation grows.

Basic Plan

For small teams starting their automation journey.

$15/month

What’s included

200 documents/month
Draft mode
Unlimited templates
All Editor features
Branded Emails

Get Started

Pro Plan

For growing teams running automation daily.

$45/month

What’s included

1000 documents/month
Report builder & Charts
Pivot Table & Gantt Chart
Draft mode
Unlimited templates
All Editor features

Get Started

Business Plan

For organizations managing complex, high-volume workflows.

$95/month

What’s included

5000 documents/month
Reports & Charts
Pivot Table & Gantt Chart
Draft mode
Unlimited templates
All Editor features

Get Started

Our Customer Testimonials

See how businesses across different industries use FlexiPage to streamline operations and save hours every week.

FlexiPage pulls necessary data from CRM and sends invoices

FlexiPage fits seamlessly into our day‑to‑day operations, especially when it comes to invoicing. By linking FlexiPage with our CRM, we’ve turned a previously manual, error‑prone process into an automated workflow that generates invoices in just a few clicks. The integration pulls the necessary data from our CRM bases, formats it according to our branding guidelines, and sends the finished invoices out automatically.

Neuli Refurbished

https://www.neuli.co.uk

InvoicesCredit Notes & Receipts

Simplifies a manual task that the team has been typing up

This tool is exactly what I needed to simplify a manual task that the team have been typing up. This process now means this process is self automated via the requirements built in the form & will save so much time for us in our team. Paz was great & helped me along the way to set this up by understanding what I needed to implement.

David Regis

Invitation Letters

FlexiPage is easy

Flexipage is easy. I love being able to design, create, and store my files without having to leave Airtable.

Sean Pritzkau

https://seanpritzkau.com

Invoices & Reports

Created a system for managing purchase orders, invoices, inventory, and more for our surgery center

FlexiPage has been instrumental in making my Airtable app function as needed for our company. I created a system for managing purchase orders, invoices, inventory, and more for our surgery center, and without the ability to create, customize, and generate the required PDF files and exports, the whole system wouldn't work. I'm thankful for the quick and extremely helpful support, updates, and affordable price of FlexiPage. I highly recommend it!

Danielle

InvoicesPurchase ordersInventory lists

Transform Airtable data into easy to read reports

FlexiPage integrates seamlessly into our workflow, transforming clunky Airtable data into clean, easy-to-read reports we use for tax projections and client profitability analysis.

Nick Cmerek

Client Profitability reportsTax Projections

Built a variety of multipage staff instructional documents for a large event

FlexiPage allowed my team to build out a variety of multipage staff instructional documents for a large event, saving us hours of time by pulling in the data we already had entered in our AirTable view. The FlexiPage team was readily available to answer questions via email or call and quick to fix bugs as well!

Melanie

Staff Instructional documents