Microsoft Outlook and Monday.com automations — Proposal Generation

Ready-made scenarios where Microsoft Outlook and Monday.com work for you (proposal generation): pick one — a copy appears in your account and runs on its own.

5 scenarios

A project request — turned into a proposal and emailed to the client
A PDF pricing proposal from your sheet — sent to the client
Lead qualification by robo-call — with a proposal for the good fits
A client quote from their request — in a minute, by email
Sales quotes from a pricing request — automatically