1.Detect updated deal board column value
Integrate monday.com and workflow automation tools to trigger quote generation when the configured deals board column changes.
Create quote worksheet and attach it to deal
Automatically detect updated column value configured deals board in monday.com across Google Sheets, Code by Zapier, Looping by Zapier, Formatter by Zapier, Google Drive, and monday.com. Automatically create and populate quote worksheets, generate worksheet PDFs, and attach files so you can accelerate approvals, reduce rework, and send quotes without manual follow-up.
How this automation accelerates your quote delivery
When the configured deals board column is updated to Quote, manual quoting can delay approvals and increase spreadsheet rework. This automation creates and populates a quote worksheet, calculates tax and line totals, and generates and attaches the quote PDFβso your team can deliver faster.
monday.comor swap with your favorite app
2.Creates worksheet copy from template
Integrate Google Sheets and document templates to copy the configured quote template and rename it per deal title.
Google Sheetsor swap with your favorite app
3.Determines tax label from currency
Integrate Code by Zapier and spreadsheet rules to map the deal currency field to the correct tax label for the worksheet.
Code by Zapieror swap with your favorite app
4.Retrieves subitems for line items
Integrate monday.com and data mapping tools to retrieve subitems for the deal so the worksheet can be populated.
5.Finds and uploads the final quote PDF
Integrate Google Drive and monday.com to locate the final {deal title} quote PDF and upload it back to the deal record.
Google Driveor swap with your favorite app
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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