4 min read

Feature

Who can use this feature:

monday CRM users

Available on Pro & Enterprise plans

The new Quotes & Invoices app is only available in monday CRM. 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 using default templates or creating templates for your team to use with Quotes & Invoices.

Default templates

For your convenience, monday.com has created default templates for your team to use. To access these templates, click Create new:

From there, select the Default Quote or the Default Invoice option:

Create a template

To open Quotes & Invoices, navigate to the CRM features in the top left navigation bar. Select Quotes and Invoices:

Once you open Quote and Invoices, click the Create new button at the top left:

Using the Quotes & Invoices column

To add the Quotes & Invoices column to any CRM board, open the Column Center and search for "Quotes & Invoices". Click Add to board:

In the Quotes & Invoices column, click an empty cell to add a document. Select a template from the list or create a new template:

Using the Item Card

On any board, open the updates section of an item:

Click More to see available Item views. Select Quotes & Invoices [New version]:

Using the new view, click Create new:

Invoices created through any of these methods will appear on the main Quotes & Invoices page.

Template settings

Begin setting up your document in the Template settings section:

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

• 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.
• 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.
• Serial number format. 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.
• Recipient's locale. Choose the location where your recipient does business.
• Date format. You can choose the date format for your template.
• Currency. You can choose the currency for your template and the positioning of the currency symbol.
• Accent color. Choose the accent color for your finished document.

Note: At the moment, the currency options are limited. We're working to expand these options!

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

Invoice header and Company brand

Invoice header

In this section, 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 brand

• Your organization's logo. Add your organization's logo for your finished documents.
• Your organization's signature. You can upload an image of your signature to include in finished documents.

Company details and Recipient details

Company details

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. A preview will appear on the right.

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.
• Source board. Choose a board to pull contact information from. This is likely to be your Contacts board, but you can use any board.
• Source columns. You can select which data from the source board to include by designating which columns will be pulled 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. The preview will populate using the first item on the chosen board. When you use the template, it will populate with the information for the actual recipient of your document.

Products & services and Price adjustment presets

Product & service pricing table

This section is optional. While this is not required, it is an ideal way to standardize the way that your team's products and services are listed on quotes and invoices.

• Source board: If you'd like to automatically pull products from another board, you can link the board here. Once you link a board, you can define which columns to include.
• Scroll to preview: In the preview section, you can adjust the column titles to alter how they will appear on an invoice.

Price adjustment presets

Add preset price adjustments to your template. Common adjustments include discounts, tax, VAT, etc. Once your teammate chooses the template, these adjustments will be available to apply to a document.

Add a payment link and Footer notes

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:

Note: We're working on integrations to directly link your payment platform with Quotes & Invoices!