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In this tutorial, Nick explains how to send invoices and quotes using monday.com. He covers locating the feature, utilizing it, and sharing or sending invoices and quotes. After logging into monday.com, users start on the home screen and can access the invoicing feature from the CRM system. He demonstrates the process from the example workspace in the deals area of the CRM platform. Nick encourages new users to sign up through his link to support the channel and directs them to additional resources for setting up the CRM system if needed.
