Ready-made documents: invoice, quote, NDA, ticket, summary and report
PDF Docs, Invoices + eSignatures · Updated
Short answer
Five documents work without a template: Item summary, Invoice or quote, NDA, Event ticket and Board report. Name your columns like their fields (capitals do not matter) and they fill in by themselves; anything else you can pick with Fill them in.
| Document | Makes | Needs |
|---|---|---|
| Item summary | One item on one page: every column, its value and the updates | Nothing |
| Invoice or quote | A quote or invoice with one line per subitem | Invoice fields, and subitems for the lines |
| NDA | A non-disclosure agreement ready to sign | NDA fields |
| Event ticket | An admission ticket with a QR code | Ticket fields |
| Board report | Every item, grouped like the board, with status colours | Nothing |
Invoice or quote fields
Item columns: Customer Name, Customer Street, Customer Zip Code, Customer City, Customer Country, Customer Contact, Customer Phone, Customer Email, Customer No., Quote ID, Introductory text, Total net, Total Tax, Total amount. Subitem columns for each line: SKU, Product, Qty, Unit, Unit Price, Subtotal.
Note: The invoice prints numbers as they are on the board and does not add anything up. Use Formula columns for the totals.
NDA fields
Name (by default the item's name), Contact (company number), Address, Purpose, Customer No. (how long the NDA lasts, optional) and Terms (optional).
Event ticket fields
Name, Date, Introductory Text (optional), Customer Contact (optional) and QR (a Link column or text for the QR code, optional).
Tip: Want your own wording or logo? Make the document, press Get the template, change it in Word and upload it under My own Word file.
Step-by-step: create invoices and quotes in monday.com.
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