With the new quote app, you can create quotes within your monday.com workflow and have them ready to send off to clients in no time. This app is perfect for sales teams, marketing teams, retail, and manufacturing. Any team that manages orders or services will find this feature useful!
Add the app
There are two ways to add the app to your workflow.
First, if you choose the Simple CRM, Advanced Sales CRM, or Contacts solutions from the Template center, the app will be built into your new boards.
If you've built your own boards, your second option is best. To add the app to your workflow,
1) Open any item on your board by clicking on the speech bubble to open the updates section.
2) Then click on the "+ Add View" button in the updates section.
3) The Item Views Center will open and you'll see Apps by Monday. Choose "Bill.it" by hovering over the app and selecting the button "+ Add Widget":
Once you add the app, you'll see the quote template in your updates section:
Add billing information
For this example, we're creating a quote for a company on our Sales Pipeline board.
There are two parts to the quote. First, there's the "Bill from:" fields for your company's information. Second, there's the "Bill to:" fields for the customer or client information.
On our quote template, we can manually add the details required for the "Bill from:" fields. We only need to add these details once for it to be reflected in the "Bill from:" fields on this board!
The "Bill to:" fields can't be manually altered. For the "Bill to:" fields, we can choose to populate the fields with data from our board or with data from a different board connected via the Connect boards column. Either way, the "Bill to:" fields must be populated from data created in advance.
If you would prefer to populate the fields in your quote with data from a different board, you'll need to add a Connect boards column. Let's look at how to connect a board.
Connect a board
Because our CRM board has all of the information we need to complete this quote, we'll be connecting to this board. This is what our CRM board looks like:
On our Sales Pipeline board, the "In CRM" column connects to our CRM board:
Once we connect an item on the Sales Pipeline board to its corresponding item on the CRM board, we can populate data from the CRM board into the quote. The connected board's data will appear below your board's data in the drop-down list in the Bill.it view:
Add your logo
To add your logo to the quote, click on the "Add company Logo" text:
This will open a window that allows you to select an image from your computer. The logo you upload will be visible for the quote view within each item's updates section.
Add a line item
To add a line item to your quote, scroll to the bottom of the view in your updates section and click "Add new":
You can customize the name of the line item, the quantity, and the unit price. The total will auto-populate. You also have the ability to add a discount as either a percentage or a fixed amount. Likewise, you can charge VAT as a percentage or fixed amount. The final total, considering the discount and VAT, will auto-populate.
Change the currency
To change the currency for your quote, click on the gear icon towards the top of the view.
Share your quote
To share your quote, you have two options. You can download and send a PDF to your clients or you can share a link.
Preview & download
First, you can preview or download the quote by using the buttons on the right-hand side above the template generator:
If you choose to preview the quote, you will not be able to edit the quote again until you select "Edit quote":
If you choose to download the quote, it will download to your computer as a PDF. You can then save the PDF, rename it, and attach it to an email to send to your client!
Share via link
You also have the option to share your quote via a link. To do so, select "Send":
You'll then see the shareable link:
Use the "Copy" button to copy the link and send the quote to your clients. Easy as that!
If you have any questions about this feature or this article, don't hesitate to reach out to us at email@example.com. We're here 24/7 and happy to help! 😄