We create our quotes in Excel, save as PDF, and store both on a Dropbox folder.
Is there any way to automatically create a card in Trello each time a quote is created? And possibly even attach the PDF version of the quote?
We are considering using Trello as lifecycle management as our team grows. Each job will be a card which will be moved through the various stages from quoted, accepted, deposit paid, through to booked installation and completed.
Hi @David Eddy
Take a look at these posts, maybe these power ups will help you a bit
After a decade of growing the most ubiquitous visual framework for productivity and project management, we are evolving Trello’s boards, lists, and cards model to bring context to content and help te...
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