How to Add "Payment Terms" to Quote Template in Monday CRM

Hi everyone šŸ‘‹,

I’m working on customizing our quote workflow in Monday CRM and need some help with the following:

I’ve already added a "Payment Termsā€ dropdown column on our quotes board (e.g., Net 30, Net 60, Due on Receipt). That works well internally — but now I’d like to include that information in the quote template we generate and send to clients.

My main question:
Is there a way to insert the ā€œPayment Termsā€ field into the quote document or template using only native Monday.com tools?

I’m trying to avoid third-party integrations, and ideally want a simple way for the payment terms to show up in the generated quote automatically or semi-automatically.

Any suggestions would be greatly appreciated!

Thanks so much,
Sefi

1 reply