Auto Quoter
Generate Custom Quotes Automatically in monday.com
Save time and minimize errors with fully branded, automated PDF quotes generated directly from your monday.com boards.
Streamline Your Quote Creation with Automated PDFs
Say goodbye to manual quote creation with Auto Quoter for monday.com. This add-on automates the process of generating professional, branded PDF quotes directly from your boards, saving you time, reducing errors, and ensuring consistency. Tailor your quotes to your company’s branding and let Auto Quoter handle the rest.
Discover How File Transferer Simplifies Your Workflow
Automated PDF Generation
Quickly generate quotes in PDF format, saving you the time of manually creating documents.
Error-Free Transfers
Eliminate mistakes by automating the transfer of information from your boards to the document.
Custom Branding
Design your quotes to match your company’s branding—no more generic templates.
Subitem Product Details
Include product-specific information such as quantity, price, and unit for detailed quotes.
Automated Delivery
Seamlessly send finished quotes to your clients through your email platform.
How Does it Work?
Auto Quoter automates the process of creating customized quotes directly from your monday.com boards. Here’s how it works:
Set Up Your Board
Each row on your board represents a quote, with columns providing relevant information like company name and deal creation date. Customize your columns to match the data you need.
Specify Quote Content
Subitems linked to each row represent products included in the quote. Columns for subitems detail product-specific information such as quantity, price, and units.
Design Your Quote Template
Customize your quote’s PDF template to match your company’s branding for a professional, cohesive appearance.
Generate and Send
Once all information is in place, click the button to generate the PDF. With an email platform connection, the quote can be automatically sent to the client.
More Add-ons to explore!
Here are some additional features that can easily be applied to your workflows. They are designed to streamline your work and minimize time spent on manual administrative work.
Security and privacy
monday.com is dedicated to protecting all customers’ data. They follow the strictest security measures on the market in order to make sure that your data is secure and protected. Their global privacy program is based on the most comprehensive and advanced data protection legislation, including the EU General Data Protection Regulation (GDPR).
Get started with the Auto Quoter Today
Streamline your sales process by integrating Auto Quoter into your monday.com boards. Automate your quote creation and impress your clients with custom, error-free PDFs. Are you ready to streamline your quote creation process? Reach out to us below to book a free demo!
