![]() Once you add the app, click on the blue "Create document" button and then you'll see the document template in your item's Updates Section: Choose "Quotes & Invoices" by hovering over the app and selecting the button "+ Add to item": The Item Views Center will open and you'll see Apps by Monday.Then, click on the "+ Add View" button on the top right of the Updates Section.To add the app to your board, start by clicking on the speech bubble to open the Updates Section, or the CRM item page if you are using the monday sales CRM product. ![]() ![]() Any team that manages orders or services will find this feature useful! This app is perfect for sales teams, marketing teams, retail, and manufacturing. With the new Quotes & Invoices app, you can create quotes and invoices within your workflow and have them ready to go in no time.
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