monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Show the value of open project deals by stage each Monday.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Flag overdue build tasks in the Monday lead email.
Your task owners get due date reminder emails after deadline edits. Your team lead gets a Monday list of urgent tasks and address gaps.
Draft project proposals from intake details and approved service rates.
You get a business proposal draft with costs tied to your service rates and open questions ready for your review.
Email task owners before build deadlines and alert the team to overdue work.
Your task owners get timely due date reminders by email. Your team hears about overdue work, and your Google Sheets task list tracks notices.
Show possible repeat requests from project teams in the purchase sheet.
See possible repeat purchases in your review sheet, alongside the earlier requests you can compare before deciding what to do.
Send complete trade bid packets to reviewers and log the versions.
Your evaluator gets the proposal and price sheet together, and your review task shows which versions went out.
Send authorized materials orders and log the supplier email beside each order.
Your authorized orders go to suppliers' ordering desks. Your buying team sees the sent email details beside each order.
Flag copied project documents before handing over a shared folder.
You can review marked extra copies and their locations before handing a shared folder to another team.
Return supplier forms with details that conflict with materials purchase orders.
Keep supplier setup aligned with your approved orders. When form details conflict, suppliers receive an email showing what to correct.
Answer construction service inquiries and flag missing scope details.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
Pair repeat supplier quotes with requests for job materials.
Your sourcing team gets the repeat quote and original request in the shared register, ready to open from the same entry.
Email deal owners when project proposals are rejected.
Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.