Automatic Contract & Invoice Creation in monday.com | monday.com Invoice Automation | Simpleday

Unlock the efficiency of your workflows with our comprehensive guide on automatic contract and invoice creation on Monday.com. Join us to discover the seamless integration and optimization of Monday.com's features for effortless invoice automation. Learn step-by-step how Simpleday utilizes Monday.com to streamline the contract and invoice creation process, empowering you to enhance productivity and precision in your business operations.
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[@mastering-monday]

Hey everyone, it's Tara! Do you find it complicated to understand and implement high-level and low-level structures on monday.com? If so, check out my course "Mastering High-Level Low-Level Boards in monday.com" on Udemy. In less than an hour, you will: • Understand how a high and low-level structure can help you better manage projects • Learn how to set up this structure • Identify ways to automate a high-level low-level structure to maximize efficiency • See some concrete examples of how this structure can be used in different organizations + Get some FREE monday.com templates! ⭐ Enroll Now: www.udemy.com/course/mastering-high-level-low-level-boards-in-monday-com/

[@_sonicfive]

This is interesting. Wondering how to populate that contract with line items coming from a catalog of products. User selects from a list of products that ultimately populate the contract.

[@mastering-monday]

So I have done the following this. You have a board that is your catalog of products. On the board, I would also have a column for a price and the name of the product in a text column as well. The create a connected board column to your contract board and you can choose the products from there, and then mirror the price and text columns. You can then pull those into your contract. You can also check out Getsign as they have some options to help you out with that as well.

[@Vahid.Davani]

Great one , all your videos are highly informative and helpful 💯

[@mastering-monday]

Thanks!

[@PurpleMartinView]

great job Simpleday! I have learned so much from watching you.