How to Add "Payment Terms" to Quote Template in Monday CRM

Platform discussions monday CRM
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1

Hi everyone :waving_hand:,

I’m working on customizing our quote workflow in Monday CRM and need some help with the following:

I’ve already added a "Payment Terms” dropdown column on our quotes board (e.g., Net 30, Net 60, Due on Receipt). That works well internally — but now I’d 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 “Payment Terms” field into the quote document or template using only native Monday.com tools?

I’m 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

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I’ve not seen a way to bring column fields directly in ie status/number of products etc. Our team just uses the ‘notes’ section and C&P’s our terms