monday crm quote invoices - the good news and the bad news

Описание: 🛑 Want to turn your Quote into an Invoice in Monday CRM? Spoiler: you can’t. That means double the work, double the frustration 😤.

And that’s not the only bad news when it comes to the new Quotes & Invoices feature…

🖨️ Clients still have to print, sign, scan, and email back a quote to accept it (what is this, 1980?!)

💳 There’s no way to accept online payments on invoices — a massive roadblock for modern businesses.

🔗 The Quotes & Invoices column can’t have mirror columns, which means you lose out on powerful cross-board automations (like updating deal status automatically when an invoice is paid).

…and so much more.

In this video, I’ll walk you through the main limitations I’ve uncovered with the latest version of Monday’s Quotes & Invoices app 🚧.

But there is some good news 👉 I’ve also got a simple, reliable, and completely free solution that I’ve been using across my 3 businesses for years. It makes quoting, invoicing, and (most importantly) getting paid 💸 easy and stress-free.

⚡ Stick around until the end of the video to see exactly what this magical solution is — plus a quick demo of how it works!

TIMESTAMPED CHAPTERS
00:00 Introduction: The Frustrations with Monday CRM's Quotes & Invoices
00:50 Exploring the Limitations of Monday CRM's Quotes & Invoices
02:25 Workarounds and Manual Processes
04:34 Emailing Issues and More Drawbacks
09:32 The Verdict: Avoid Monday CRM's Quotes & Invoices
09:57 Introducing Zoho Invoice: A Free and Reliable Alternative
10:41 Zoho Invoice: Features and Benefits
13:33 Conclusion: Why Zoho Invoice is the Better Choice