With the Quotes & Invoices app on monday.com, stop switching between online platforms to get out a sales document! Ross shows you how the app can streamline your sales process.
00:00 - Introduction
00:08 - Find/add Quotes & Invoices app
00:21 - Filling in the 'Bill from' fields
00:30 - 'Bill to' data fields
00:48 - Adding line items // pricing adjustments
01:14 - Add notes and signature/date lines
01:26 - Download/send your document
01:42 - Outro
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#quotes #invoice #proposal #salesdocuments