![]() VAT or tax) can be changed in the Settings. ![]() If you would prefer to add tax rather than VAT, you can select VAT from the dropdown and adjust the name of the item. To add a discount, VAT, or a fee, click on "Add adjustment". For each line item, you can customize the item description, the quantity, and the unit price. To add a line item to your document, scroll to the bottom of the Quotes & Invoices app and click "Add line item". The logo you upload will be visible for the Quotes & Invoices view within each item's updates section. This will open a window that allows you to select an image from your computer. To add your logo to the document, click on the "Add company Logo" text: The connected board's data will appear below your board's data in the drop-down list in the Quotes & Invoices view: 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. On our Sales Pipeline board, the "In CRM" column connects to our CRM board: ⬇️īecause our CRM board has all of the information we need to complete this quote, we'll be connecting to this board. If you would prefer to populate the fields in your document with data from a different board, you'll need to add a Connect Boards Column. Either way, the fields beneath "Bill to:" must be populated from data created in advance. 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. ![]() The fields beneath the "Bill to:" header can't be manually altered. We only need to add these details once for it to be reflected in the "Bill from:" fields on this board. On our quote template, we can manually add the details required for the "Bill from:" fields. For example, you can change the headers to your preferred language. By clicking on each of these headers, they can be edited to reflect anything that fits your workflow. Second, there's the "Bill to:" fields for the customer or client information. First, there's the "Bill from:" fields for your company's information. ![]() If you are building an invoice, this would be the appropriate place to rename your document accordingly.įor this example, we're creating a quote for a company on our Sales Pipeline board. If you wish, you can click on the word "Quote" to change the name of the document. Once you add the app, click on the blue "Create document" button and then you'll see the document template in your item's Updates Section: Choose "Quotes & Invoices" by hovering over the app and selecting the button "+ Add to item": The Item Views Center will open and you'll see Apps by Monday.Then, click on the "+ Add View" button on the top right of the Updates Section.To add the app to your board, start by clicking on the speech bubble to open the Updates Section, or the CRM item page if you are using the monday sales CRM product. Any team that manages orders or services will find this feature useful! This app is perfect for sales teams, marketing teams, retail, and manufacturing. ![]() With the new Quotes & Invoices app, you can create quotes and invoices within your workflow and have them ready to go in no time. ![]()
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