Are you on the lookout for a solution that can simplify and elevate your CPQ (Configure, Price, Quote) process, making it smoother and more user-friendly? Just picture the convenience of effortlessly crafting detailed proposals, including perfectly integrated line items, right within your PDF documents.
Quotes and Invoices on monday.com using GetSign
Managing quotes and invoices is a critical part of any business’s workflow. With GetSign integrated into monday.com, you can transform your CPQ (Configure, Price, Quote) process and invoice creation into a streamlined, automated system.
Unlock Seamless Proposals and Quotes from Board Subitems
But there’s more to it – what if you also need a seamless way to generate invoices that not only exude professionalism but also automatically take care of intricate calculations like taxes, totals, and credits?
Well, your search ends here because GetSign holds the solution. With GetSign’s robust capabilities, you can turn these daunting tasks into swift and straightforward processes. This not only saves you precious time but also ensures precision. Experience the convenience and efficiency of GetSign today!
Step-by-Step: Generating Quotes and Invoices on monday.com with GetSign
This guide walks you through everything from setting up subitem line items to sending professional, eSignature-ready documents—all within minutes.
1. Choose the Workflow That’s Right for You
GetSign offers three main workflow options:
1. Create Templates + Sign Documents:
– Ideal if you regularly merge board data (like item names, prices) into documents needing signatures.
2. Sign Documents:
– Use this if your documents are pre-made and only need signatures.
3. Create Templates + Generate Documents:
– Perfect for saving the generated quotes or invoices back to your board for future reference.
Pro Tip: If you frequently send out quotes or invoices, opt for “Create Templates + Generate Documents” for a fully automated cycle.
2. Effortless Document Upload
1. Click “Upload a New Template.”
– Add an existing invoice or quote template in PDF or DOCX format.
– If you don’t have one, create a fresh document right within GetSign.
2. Map Board Columns
– In the lower section, link relevant monday.com columns (like email, files, or status) to ensure real-time updates and secure sending.
3. Verify Sender Email
– After saving changes, GetSign prompts you to confirm your sender email address for added spam protection.
Outcome: A centralized template that can be reused for future quotes or invoices, eliminating manual duplication.
3. Incorporate Subitems as Line Items
1. Click “Prepare” to Enter the Signature Builder
– This opens GetSign’s drag-and-drop editor, where you can add text fields, signatures, or line items.
2. Drag the “Line Items” Field
– Place it where you want the subitem details (like product name, quantity, or price) to appear in the final PDF.
3. Configure Columns
– Tap “Configure Line Item” to select which subitem columns you want to display (e.g., product name, quantity, unit price, discount).
4. Save Your Changes
– Once you’ve tailored the line items, click “Save” to finalize.
Important: Ensure your board subitems contain the data you want to reflect in the final document.
Benefit: Subitems let you break down quotes or invoices into detailed line items, ensuring clarity and precision in your pricing.
4. Send Your Quote or Invoice
1. Review Fields & Signature Requirements
Double-check line items, totals, and any necessary signature or date fields.
5. Start sending your document
1. Click “Send”
Dispatch your quote or invoice via email, or copy the link to share through another channel (e.g., chat or CRM).
2. Real-Time Updates
Recipients can view, sign, and approve your quote or invoice immediately.
The document’s status updates automatically in monday.com, so you know when it’s reviewed, signed, or completed.
Automated notifications help you follow up promptly, reducing delays in approvals or payments.
Why Automate Quotes and Invoices on monday.com using GetSign?
- Centralized Data Management
- All pricing details, client info, and line items stay in your monday.com board—no need to jump between multiple tools.
- Reduced Manual Errors
- Automatic calculations for totals, taxes, and credits ensure accuracy and save time.
- Professional-Looking PDFs
- Generate branded quotes or invoices, complete with your company’s logo and itemized lists, all from a single interface.
- Faster Turnaround
- By merging subitems and eSignature workflows, you can send out quotes or invoices within minutes, speeding up approvals and payments.
- Secure & Compliant
- GetSign offers legally binding eSignatures, making your documents both professional and compliant with global standards.
Use Cases
- Sales Proposals & Quotes
- Quickly assemble itemized proposals with subitems, including product details, prices, and discounts.
- Recurring Invoices
- Automate monthly or quarterly invoices with pre-set line items, minimizing repetitive work.
- Professional Services
- Consultants and agencies can generate detailed statements of work, merging subitems for each service line.
- E-commerce & Retail
- Bundle multiple products into one invoice, auto-calculating taxes and credits for each line item.
- Manufacturing & Logistics
- Combine itemized parts or shipping costs into a cohesive quote, ensuring clarity on every charge.
Benefits of Using Subitems for Quotes and Invoices
- Detailed Breakdown
- Subitems provide an itemized list, including taxes, credits, and any special discounts.
- Automatic Calculations
- Totals and taxes are computed in real time, minimizing the risk of arithmetic errors.
- Scalable for Complex Pricing
- Ideal for businesses offering tiered pricing, bundled products, or variable service rates.
- Consistent Branding
- Your quotes or invoices maintain a professional look, complete with your logo and consistent formatting.
FAQs About Generating Quotes & Invoices on monday.com
Do I need coding skills to set this up?
No. Both monday.com’s board features and GetSign’s drag-and-drop builder are designed for non-technical users.
Can I automate recurring invoices?
Yes. Set up a recurring item or automation in monday.com, and let GetSign generate invoices at specified intervals.
Is the final PDF legally binding?
If you include a signature field and use GetSign’s eSignature, the document can be legally binding under ESIGN, UETA, and other global eSignature laws.
Is there a limit to how many line items I can add?
Typically, no. The main constraint is your monday.com plan and board capacity, but subitems are designed to handle multiple lines for robust CPQ needs.
Conclusion:
Generating quotes and invoices on monday.com is a game-changer when integrated with GetSign. From subitem line items to automated calculations, you’ll enjoy a faster, more accurate workflow—without compromising on professionalism. Whether you’re creating complex CPQ proposals or simple invoices, this end-to-end solution empowers you to save time, reduce errors, and boost customer satisfaction.
Ready to Simplify Your Quotes & Invoices?
- Upload a New Template or use an existing invoice/quote format.
- Map Columns & Subitems for line items.
- Send the final document for signature and approval in minutes.
Embrace the convenience and efficiency of GetSign on monday.com—your all-in-one platform for CPQ, invoicing, and secure eSignature workflows.
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