Tutorials | monday.com - Quotes and invoices | monday.com tutorials

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4 hours of video
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Full Transcript

With the Quotes & Invoices app on monday.com, stop switching between online platforms to get out a sales document! Ross shows you how the app can streamline your sales process. 00:00 - Introduction 00:08 - Find/add Quotes & Invoices app 00:21 - Filling in the 'Bill from' fields 00:30 - 'Bill to' data fields 00:48 - Adding line items // pricing adjustments 01:14 - Add notes and signature/date lines 01:26 - Download/send your document 01:42 - Outro Want to dive deeper? Check out our Academy and more resources in our help center! https://monday.com/helpcenter/ Curious about our live webinars? Join us here: https://monday.com/cs/webinars/ Haven't checked out our free trial? Sign up here: https://hey.monday.com/CS #quotes #invoice #proposal #salesdocuments

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