eQuotes for monday. com
Built by monday.com’s largest North American partner, Eligeo
eQuotes for monday.com automatically creates your quotes, products, and template boards so that you can be up and running within minutes.
Our easy-to-use quote tool is connected to the items on your Quote board so that you can quickly create a list of quotes or even invoices directly inside of monday.com.
- Use a monday.com configurable inventory board or import inventory from standalone app or QuickBooks
- PDF and Microsoft Word document generator
- Customize your Word/HTML templates in the standalone app editor
- Quote dashboard providing deal info on standalone app
- Drag & drop product line-item organizer
- Fully Integrated with monday.com framework
- Freemium, 10 quotes per month for free
- Manage all your contacts, companies, products, and quotes from the standalone app
- Keep your data secure by assigning user roles
- In addition to monday.com, easily integrate the App with QuickBooks and SugarCRM
- Use it as an app in monday.com or synchronize your board’s data through our integration
- Communicate directly with your client and/or leave internal comments for your team
- Many more new features are being added as we lauch an App update every month
Get eQuotes here: https://www.monday.com/marketplace/83
Quoting directly from monday.com
- A flexible way of incorporating quoting into monday.com
- Generate your own quotes directly from monday.com
eQuotes template builder
- An easy drag-and-drop tool that pulls information from the system
- Easily add images, Word documents and even HTML code
If you have any questions about eQuotes, please reach out to us at hello@eligeo.com