Link proposals to Monday boards for visual sales tracking
The Monday.com integration for Proposal Expert links items on your Monday boards to your proposals. Use it when your sales pipeline or project planning lives in Monday.com rather than in a traditional CRM. With an API token and the GraphQL API you pick a board, and Proposal Expert reads the columns you assign (client name, contact, amount, status) to pre-fill a proposal. Once a proposal is sent, viewed or signed, Proposal Expert updates the status column and the amount on the item. No refresh tokens are involved.
From the selected board, Proposal Expert reads the name of each item, the linked people, the amount column and the status column you assigned. Text, number and status columns map to proposal fields, so an item with a client name, contact and deal value becomes a filled-in proposal right away. Back to Monday, Proposal Expert writes the proposal status into the status column and the final proposal value into the number column you choose for it.
Create an API token in Monday.com from your profile under Developers. In Proposal Expert, go to Settings > Integrations > Monday.com and paste the token. The board selector lists your boards, you pick the one holding your deals and assign the columns: which one is the client name, which the amount, which the status. Then map proposal statuses to status labels. Setup takes a few minutes and stays active for as long as the token is valid.
A project studio tracked deals on a Monday board and wrote proposals separately in a word processor. After signature someone had to update the status and amount on the board, which was regularly forgotten. With the integration the proposal starts from the item, the client name and amount are already correct, and the board status flips to Signed as soon as the client signs. The board becomes reliable enough to base the weekly planning and revenue expectations on.
Through the Monday.com GraphQL API, Proposal Expert links boards to your proposal flow. A board selector UI keeps setup simple, no refresh tokens are needed and the integration stays active for as long as the API token is valid.
Sales and project teams that use Monday.com as their central hub for deal tracking instead of a traditional CRM.