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hey everyone ross here today ill show you how to generate quotes invoices or proposals within monday.com lets check it out here on our sales pipeline board weve just moved an opportunity to closed one so were send an envelope left side to save you time after manually filling in these boxes once you wont need to do it again for future documents next on the right side youll see the bill 2 data points for these fields youll need to include information from columns that already exist here we select columns from our contacts board that contacts board is linked to our sales pipeline board via the connect boards column which is extremely easy to set up back to the invoice scroll down a touch and youll be able to input line items customizing the name quantity and unit price you can even add in discounts taxes or handling costs but the best part will do all the math for you add any relevant notes or bullet points here and checking this add signature box will append a signature line and
