video1.0<iframe src="https://www.loom.com/embed/b6b6c5d657aa4f4cba0a771521814c89" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/b6b6c5d657aa4f4cba0a771521814c89-1812f49ec10b0186.gif651.883In this video, I share how I automated the sales quoting process to streamline daily tasks that sales teams often face. I created a simple tool in Monday that pulls product data, generates line items, and calculates totals automatically, ultimately producing a proposal with just a click using DocuGen. This tool is particularly useful for businesses with a limited number of products or services. I also demonstrate how to update quotes in real-time and generate a quote document for customer review. I encourage you to explore this tool and consider how it could enhance your quoting process.