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