eQuotes for monday.com
Quoting directly inside of
monday.com
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.
- Configurable Product Catalog Board
- PDF and Microsoft Word Document Generator
- Configurable Template Board to add custom templates
- Quote Dashboard providing deal info
- Drag & Drop Product Line Item Organizer
- Fully Integrated with monday.com framework
- Compatible with eDigital Signatures add-on (coming soon)
- Unlimited Quotes, Products and Templates
- Default Currency Configuration
Generate PDF’s
and Word Documents
right from 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.
Support Resources
Quick eQuotes for monday.com Tips
Current Client? Looking for support? Contact Us!
Use Default View
You can set eQuotes View to the default display view when opening up the Item View.
Set Currency Type
You can set your currency type by clicking on the Settings option in the Item View.
Add More Columns
Add as many columns as you want to your boards and inclue them in your templates.
Video Tutorials
Frequently Asked
Questions
How do add columns & line items to my 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.
What fields are not compatible with templates?
The following column types are currently not supported by the template generator:
- Progress Tracking
- Auto Number
- Item ID
- Last Updated
- Creation log
- Formula