Hi everyone š,
Iām working on customizing our quote workflow in Monday CRM and need some help with the following:
Iāve already added a "Payment Termsā dropdown column on our quotes board (e.g., Net 30, Net 60, Due on Receipt). That works well internally ā but now Iād 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 āPayment Termsā field into the quote document or template using only native Monday.com tools?
Iām 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