With the new Quotes & Invoices, you can create, manage, and track quotes and invoices. It integrates with your existing CRM boards to pull in information about your contacts, products, and services. Generate financial documents to manage client transactions more efficiently!

This article will walk you through how to create templates for your team to use with Quotes & Invoices.

 

Create a template

The new Quotes & Invoices app is only available in monday CRM. To open Quotes & Invoices, navigate to the CRM features in the top left navigation bar. Select "Quotes & Invoices":

Once you open "Quote & Invoices", click the "New document" button at the top left:

 

Template settings

Begin setting up your document in the "Template settings" section:

In this first section, you'll see the following options:

• Template name. Choose a name that is unique and clearly indicates the template's purpose. This is the name that your teammates will see in the list of available templates when they create a new document.
• Document type. You can choose to create a quote or an invoice. The main difference is that invoices include the option to add a payment button and link.
• Serial number. To properly track invoices, you need to create a serial number system. We recommend differentiating between quotes and invoices by using unique prefixes or suffixes. For example, you may want to indicate a quote with the letter "Q" as a prefix, e.g. Q-001.
• Currency. You can choose the currency for your template and the positioning of the currency symbol.
• Date format. You can choose the date format for your template.
• Main color. Choose the main color that you want your finished document to be.
• Company logo. Add your company logo as you want it to appear on your finished documents.
• My signature. You can upload an image of your signature to include on finished documents.

Once you make these choices, you can begin to further customize your template.

 

Document information

In this section, you can add details that will appear at the top of your final document. You can include a name for the document. This can be as simple as "Invoice", "Quote", or "Proposal". You can also include a description of what the document is or instructions for the recipient on how to view or respond to the document.

 

Company information

In this section, you can add your company's billing details. You can include your company's name, street address, phone number, and any other important details.

 

Recipient details

You can customize the way that recipient details will appear in your template.

• Section title. You can edit the "Section title" to change how this section appears in your final document.
• Pull data from. In the "Pull data from" field, you can choose a board to pull contact information from. This is likely to be your Contacts board, but you can use any board.
• Choose columns to display. You can select which data from the Contacts board to include by designating which columns will pull into your document. The information from your selected columns will automatically pull into a document when your teammate chooses the template and then chooses a recipient.
• Preview. To the right of the text fields, you'll see a preview of what the information will look like in your final document.

 

Add products & services

If you'd like to automatically pull products from another board, you can link the board to the template in the "Products & services" section. This is not required in order to create a template, but it is an ideal way to standardize the way that products and services offered by your team are listed on quotes and invoices.

Once you link a board, you can define which columns to include. In the preview section, you can adjust the column titles to alter how they will appear on an invoice.

 

Create price adjustments

In the "Price adjustments" section, you can add preset price adjustments to your template. Common adjustments include discounts, tax, VAT, etc.

These adjustments will be available to apply to an invoice once the template is chosen by your teammate.

 

Add a payment button

When you create an invoice template, you have the choice to provide a payment button and link. To enable this option, toggle "On" the payment button:

Once you've enabled this option, teammates who use this template will be able to input a custom payment URL. You can link to PayPal, Shopify, or any other external payment platform:

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