Automated Proposal, Automate Contract & Invoice Process in monday.com

This is an automated proposal, automated contract & automated invoicing process in monday.com with DocuGen, DocuSign & Quickbooks (through Zapier).
Workflow Magic is a monday.com implementation partner that helps businesses optimize & leverage the way they work in monday.com. Here is a video we created for a client that automates their proposal process, contract process, and invoicing process all within monday.com. If you are interested in having us set up a similar workflow, please book a free discovery call here: calendly.com/w...
Monday.com and Quickbooks
Monday.com and DocuSign
Monday.com and DocuGen

[@user-ro3vn7qy7k]

That's really nice. We are trying something similar - but we have daily rates and different types of proposal positions. But how did you create this?

[@workflowmagic]

Hi Pierre, this was created for the customer by customing/building out their CRM in monday.com and creating the integration between Monday and Quickbooks through Zapier. We are happy to set up your process similar to this video. If you are interested find time to connect here - calendly.com/workflowmagic/discovery-call

[@wilburtshoemake3780]

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