My current “customer information form” on Excel has been set up to automatically duplicate the information onto an estimate, invoice and receipt.
Now I’m trying to move my customers information into monday.com but I’m still having to fill out the old Excel forms to get the estimate, invoice and receipt. This is obviously counterproductive especially given that the customer information has frequent updates that will need to be implemented on both Monday and excel every time.
is there an app I can integrate with or something, so my monday.com info can be used to create an invoice type of form?
After reading your post, i believe that SpreadsheetWeb integration https://monday.com/marketplace/114 is the right solution for you . Your spreadsheet model can be turned into full blown web applications with SpreadsheetWeb, Once the application is complete, it can be seamlessly integrated with a monday.com board for optimal simplicity and workflow compatibility… See more at Turn Invoice Spreadsheets into Web Applications on monday.com
I work at SpreadsheetWeb. If you have any question, I will be happy to help.
We’ve been working on something that could help with this. It’s an integration that creates an invoice based on subitems of a deal.
Also, it allows to create PDF and accept payments for invoice and track it back to the deal (close the deal, add payment updates, etc.)
I recently put together a video that explains how it works — if you’re interested, you can check it out here: DepositFix for Monday
Let me know if you have any questions or want more details!
We use Doc Exporter (available in Marketplace) to take data from particular columns in one or multiple items and inserts it dynamically into an invoice template you make/ customize, etc. It can be generated in Word or .pdf and has been working well.