eQuotes for monday.com brings the power of quoting directly inside of monday.com. eQuotes for monday.com automatically creates your quotes, products and templates boards so that you can be up and running within minutes.
Our easy to use quote tool is connected to the items on your Quote board so that you can quickly create a list of quotes or even invoices directly inside of monday.com.
Using your own Templates Board in monday.com, you can upload as many templates as you want for your sales representatives to access. They can then configure their quote and quickly generate a document that can be sent to your prospect or client.
Digital Signatures are coming by December 2020.
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You can set eQuotes View to the default display view when opening up the Item View.
You can set your currency type by clicking on the Settings option in the Item View.
Add as many columns as you want to your boards and inclue them in your templates.
You can add any compatible (see list of non-compatible columns) by using the merge field example of:
${Column Name Here}
You can add these throughout the system.
You can also download this sample template for an example including how to display rows.
The following column types are currently not supported by the template generator:
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