Create new quote draft in Xero, and update item in monday.com when status changes
Create new quote draft in Xero, and update item in monday.com when status changes
Create new quote drafts in Xero when project statuses change in monday.com, and update the corresponding item with the generated quote number for faster project management and improved accuracy.
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Overview
Create new quote drafts in Xero when project statuses change in monday.com, and update the corresponding item with the generated quote number for faster project management and improved accuracy.