Early access
Crimson FernWord Templates to PDF & DOCX, an app for monday.com

Boards that write their own documents.

Generate project cards, status reports and handover protocols from monday.com items with the Word templates your team already trusts. One item, five hundred at once, or automatically the moment a status changes.

Get early access Try the template preview
Free plan, 20 documents a monthBilled by monday.comNo Word license needed

Illustration: a monday.com board with projects. When a status changes to Done, Word Templates to PDF & DOCX adds a PDF to the item's Files column.

99.5%of text lines laid out exactly as the reference renderer
10/10documents with the same page count as the reference
3.6 sfor 100 documents, from board data to files on the items
3,174/3,174accented characters rendered correctly (ą, ć, é, ö, ł…)

Measured in our test lab on 2026-10-12 on 10 real-world templates, with LibreOffice as the reference renderer and a 2-CPU server.

Project cardsStatus reportsHandover protocolsClient onboarding packsWork ordersSite survey reportsMeeting minutesOffer lettersService reportsStatements of workInspection checklistsCertificates
Crimson Fern apps for monday.com

Seven small apps. One sharp job each.

Word Templates to PDF & DOCXWord templates to PDF and DOCX from items, one by one, in bulk or by automation.Guide Board to PDF & Excel ReportsBoard or group to a print-ready PDF and a formatted Excel file, on demand or on a schedule.Guide Required Fields & ApprovalsRequired fields, allowed status changes and approvers, enforced on every board change.Guide Recurring Tasks & TemplatesRecurring items and subitems from a template on a schedule, plus a status reset every week or month.Guide Paste from Excel & Bulk EditPaste cells from Excel or upload a file, preview every change, apply it to a board and undo it.Guide Dashboard Formulas & PivotMetrics, formulas and pivot tables across boards as a dashboard widget, with exact numbers.Guide Inventory with QR CodesStock on a board: QR labels, phone scanning and a movement log, counted exactly once.Guide
The copy-paste tax

Your board already knows everything. Your documents don’t.

Projects, clients and handovers live on monday.com. Then someone copies the same twelve fields into Word, again, for every item. It’s slow, it drifts out of date and it’s where typos are born.

Today

Manual documents

  • Open the item, open last month’s file, “Save as…”
  • Retype client, dates, owner, scope and budget
  • Export to PDF, download, upload back to the item
  • Repeat for every project, every week
Minutesper document, every single time
With Word Templates to PDF & DOCX

Documents that build themselves

  • One Word template per document type, made once
  • Fields filled from the item, subitems as table rows
  • PDF and DOCX saved to the item’s Files column
  • Triggered by a status change, a button or bulk select
0.04 sper document in bulk (100 in 3.6 s)
One connected workflow

Board, template and document, finally in sync.

Word Templates to PDF & DOCX sits between the data your team keeps current and the documents your clients actually read. Change the board and the next document is already right.

monday boarditems, columns, subitemsWord templateyour .docx, {{Placeholders}}Document enginefill · lay out · renderPDF + DOCXprint-ready, editableFiles columnon the same itemtriggered by a click, a bulk selection or an automation
monday board + Word templateitems, columns and subitems meet your .docx
Docs enginefills, lays out and renders
PDF + DOCX in the Files columnon the same item, by click, bulk or automation
01

Your templates

Keep the branding, fonts, tables and headers you already designed. No proprietary editor, no lock-in: a template is just a .docx.

02

Your data

Word Templates to PDF & DOCX reads the item when the document is made, so every file reflects the board at that moment. It never edits your items.

03

Your workflow

Documents appear where work happens: in the item’s Files column, triggered by the status changes your team already makes.

How it works

Live in an afternoon. Useful for years.

Four steps, no code, no consultants. Start with one of the sample templates if you don’t have your own yet.

1

Open Word Templates to PDF & DOCX on your board

Add the Word Templates to PDF & DOCX view to any board. It reads your columns, groups and subitems; nothing on the board changes.

2

Upload the Word template you already use

Type {{Column name}} where board data should go. Word Templates to PDF & DOCX checks every placeholder against the board before you generate anything.

3

Preview, then generate in bulk

Preview one item as a PDF for free. Select ten or five hundred items and get PDF, DOCX or both in each item’s Files column.

4

Put it on autopilot

Add the automation: when a status changes, generate a document from a template into a file column. Your team never opens Word again.

Try it here

Type into the “board”. Watch the document follow.

This is how a template sees your item. Change a value or the status and the page updates, just like a generated PDF would.

Board item

Project card
Client:  {{Client}}
Project: {{Name}}
Budget:  {{Budget | number:2}} EUR
{{#Status == "Done"}}Ready for sign-off.{{/}}
{{^Status == "Done"}}In progress: {{Status}}{{/}}
Live preview
NORTHWIND · PROJECT CARDPage 1 of 1

Website relaunch

Generated from monday.com by Word Templates to PDF & DOCX
ClientNorthwind Logistics
ProjectWebsite relaunch
Budget18,500.00 EUR
StatusWorking on it
In progress: Working on it
project-card.pdfcrimsonfern.com
Features

Everything a document team needs. Nothing it doesn’t.

Real Word templates, rendered faithfully

Our own DOCX-to-PDF engine keeps your line breaks, tables, repeating header rows, page breaks and fonts. We measure it against a reference renderer on every release.

Same lines99.5%
Page counts10/10
Same page100%

Template check

Every placeholder is matched to a column before you generate. Typos are caught, not printed.

Free previews

Preview any item as a PDF as often as you like. Previews never count toward your plan.

Bulk generation

Select up to 500 items. Watch progress live; each file lands on its own item.

Generating…500 items

Subitems as tables

Repeat a table row per subitem, with totals and counts: {{subitems | sum:"Hours"}}

Automations that just run

Each run is verified and idempotent: a retried automation never makes a duplicate file.

When Status changes to Approved, generate Offer letter into Files

Logic and formatting built in

Conditions, “if empty” blocks, number and date formats, upper/lower case, defaults and joins, all inside Word. Accented characters and non-English text render exactly.

{{#Priority == "High"}}{{^Notes}}| date:"DD.MM.YYYY"| default:"n/a"| upper
Built for operations

One engine, every team’s paperwork.

Agencies & PMOs

Project cards and status reports

Weekly client reports straight from the delivery board, subitems as the task table.

  • Status report
  • Project card
  • Change request
Facilities & field teams

Handover and inspection protocols

Generate the protocol when the job is marked Done, ready to print and sign on site.

  • Handover protocol
  • Site survey
  • Work order
Sales ops & CS

Client briefs and onboarding packs

Turn a won deal into a welcome pack with the right contacts, scope and dates.

  • Onboarding pack
  • Client brief
  • Offer letter
HR & people teams

Letters and certificates

Consistent letters and course certificates from the HR or training board, in bulk.

  • Certificate
  • Confirmation letter
  • Checklist
Pricing

Simple monthly plans. No annual lock-in.

Every plan includes every feature: automations, bulk runs, PDF and DOCX. You only choose how many documents you make.

Free

$0/ month

Try it on a real board, no card needed.

  • 20 documents / month
  • 3 templates
  • Up to 10 items per bulk run
  • Automations, PDF & DOCX
  • Unlimited free previews
Start free

Basic

$19/ month

One team with a few recurring documents.

  • 300 documents / month
  • 20 templates
  • Up to 100 items per bulk run
  • Automations, PDF & DOCX
  • Unlimited free previews
Choose Basic
Most popular · 14-day trial

Pro

$39/ month

Several teams and automations running daily.

  • 1,500 documents / month
  • 100 templates
  • Up to 500 items per bulk run
  • Automations, PDF & DOCX
  • Unlimited free previews
Choose Pro

Business

$79/ month

Document-heavy operations across the account.

  • 6,000 documents / month
  • 500 templates
  • Up to 500 items per bulk run
  • Automations, PDF & DOCX
  • Unlimited free previews
Choose Business

Prices in USD per monday.com account, billed monthly by monday.com. A PDF and its DOCX twin count as one document. Unused documents don’t roll over.

Security & privacy

Your data stays on your board.

We built Word Templates to PDF & DOCX to hold as little as possible, for as short as possible.

Documents are not stored

Files go straight to your item’s file column. Previews are kept in memory for 10 minutes.

Encrypted at rest

Templates and access tokens are sealed with AES-256-GCM. All traffic uses TLS.

Every request verified

Signed monday session tokens and signed automation calls, checked on every request.

Uninstall means deleted

Uninstalling removes your templates and tokens immediately, and never later than 10 days.

Read the security overview

FAQ

Questions, answered.

Do I need Microsoft Word or a special editor?
No editor to learn. Write the template in Word, Google Docs (exported as .docx) or LibreOffice and upload the .docx. Word Templates to PDF & DOCX renders the PDF with its own engine, so neither Word nor LibreOffice is needed on our side or yours.
Which board data can I use?
Every column by its title (for example {{Client}} or {{Due date}}), the item name, group, board name, today’s date and subitems. Subitems can repeat as table rows, with sums and counts.
Where do the documents go?
Into a file column of the same item, so they stay with the work, inherit the board’s permissions and show up in monday’s search. You choose the column, the format and the file name pattern.
Do you keep copies of my documents?
No. Generated documents are uploaded straight to your board and not stored by us. Previews live in memory for 10 minutes. Your templates are stored encrypted and deleted when you uninstall the app.
Can it make invoices or tax documents?
Word Templates to PDF & DOCX is built for operational documents: project cards, reports, protocols, briefs and letters. It does not calculate taxes or number invoices, so use your accounting tool for those.
How does billing work?
Plans are billed monthly by monday.com, on the same invoice as your monday subscription. No annual lock-in: change or cancel from the monday marketplace at any time. A PDF and its DOCX twin count as one document.
Who can use it on my account?
Members and admins generate documents. Viewers and guests can see the view but cannot generate or change templates. Only monday account admins can install apps.

Stop copying. Start generating.

Install Word Templates to PDF & DOCX on your monday.com account, add a sample template and have your first PDF on an item in under five minutes.

Get early access Read the template guide