Install Figur from the monday.com Marketplace and complete the onboarding wizard.

Authorise Figur to access your monday.com account via OAuth.

Choose the monday.com board where your deals and projects live, or let Quick Setup create one for you.

Complete guide to the Figur item view interface for creating and managing quotes.

How discovery questions work for each service type to define project scope and pricing.

How Figur's AI generates quotes and how to review and adjust pricing.

How to send quotes to clients through the professional client portal interface.

Set up pricing rules, overrides, and custom pricing for your services.

Configure your brand colors, logo, and visual identity for quotes and client portal.

Configure advanced automation features for streamlined workflows and efficiency.

Monitor your Figur usage, track performance metrics, and analyze quote data.

Fix common issues with boards, OAuth, onboarding, quotes, and integrations.

Create a Figur demo board in monday.com for screenshots and testing (admin/dev only).

Compare Figur plans, understand included features, and manage your subscription.

Complete setup guide for monday.com users to get Figur running in your workspace.

Complete setup guide for SaaS users to integrate Figur into your existing workflow.

Master advanced quoting workflows, automation, and optimization techniques.

Advanced troubleshooting guide for complex issues and edge cases.