Hi there, I need a quote/invoice to be automatically uploaded to Monday.com after I send it to the client from outllook?
Hey @Iamnoaml3vy! Would you be happy to elaborate on how you’re currently creating these quotes/invoices? Are they being created through a 3rd party app or platform? This information would help me understand how we can set this up for you!
I did want to mention that we do have our own app available that allows you to create and store the quote/invoice within the item to then send t the specific client?
I look forward to hearing from you!