Create an invoice and other forms

Feature requests
,
1

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?

2

We use Vlookup function to populate excel invoice from Monday.com excel export. Just export, copy and paste.

3

I wonder if DocuSign is going to be integrated with Monday.com. If so, that integration might help with this topic.

3 Likes
4

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.

5

@aperegrine

Perhaps the Integration for QuickBooks on the app marketplace can help to solve your issue?

Give the free trial a shot and see what comes of it!

https://monday.com/marketplace/10000070

6

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!

7

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.

8

Hi @melissacresson1

Thanks for recommending us and we hope you’re still happy with DocExport PDF Generator .

We just released “Version 2” and included an Quote & Invoices builder which makes the initial creation even easier.
For a quick overview, check out our tutorial:

PDF-Quote-and-Invoices-GIF-3
If you have any questions or need help with a template, just reach out to us at hello@docexport.com

Best regards,
Johannes

9

Hi @aperegrine :waving_hand:
Many users move to monday.com for better data management, but still rely on Excel to generate invoices, estimates, or receipts. Good news: you don’t need to keep duplicating work!

:white_check_mark: Meet DocCreate — Custom Documents from Your monday.com Data

With DocCreate, you can automatically generate:

  • Invoices
  • Estimates
  • Receipts
  • And any other form — directly from the customer data in your monday.com boards.

How it works:

  • Pull data from your boards (even subitems or connected boards)
  • Use your own template design (with logo, headers, line items, etc.)
  • Auto-fill and export a PDF when an item is created or updated
  • Save it to a file column or send it via email automatically

:television: Watch a quick demo here:
View on YouTube

:rocket: Install DocCreate:
Install Now

It’s a great way to eliminate double entry, reduce errors, and fully integrate forms into your monday.com workflow.

Happy to help if you need a hand setting it up!