Getting Started

Figur is an AI-powered quote engine that lives inside your monday.com deal view. This comprehensive guide will walk you through installation, setup, and creating your first quote.

Prerequisites

Before you begin, ensure you have:

• monday.com Account - With permission to install apps from the marketplace
• Admin Access - Ability to install apps and manage board settings
• Deal/Project Board - At least one board with items representing deals or projects
• Board Permissions - Read and write access to your chosen board
• Modern Browser - Chrome, Firefox, Safari, or Edge (latest versions)

Step 1 — Install from the Marketplace

Finding Figur

1. Go to the monday.com Marketplace
2. Search for "Figur" or browse the Productivity category
3. Click on the Figur app listing to view details

Installation Process

1. Click Install - On the Figur marketplace listing
2. OAuth Authorization - You'll be redirected to monday.com
3. Grant Permissions - Approve the requested access permissions:
   • Board Access - Read and write access to boards and items
   • User Information - Basic user profile data
   • Webhooks - For real-time updates and notifications
4. Confirm Installation - Complete the installation process

Understanding Permissions

Figur requires these permissions to function:

• Read Boards - Access your board structure and items
• Write Items - Update quote data back to monday.com
• Manage Columns - Create quote-related columns if needed
• User Data - Personalize your experience and settings

Step 2 — Complete the Onboarding Wizard

After installation, the onboarding wizard guides you through setup:

Board Selection

Choose the board where your deals or projects live — or let Figur create one for you:

Quick Setup (recommended)

Click Create Board Automatically and Figur will create a "Figur Deals" board with all required columns and five sample items pre-loaded. Column mapping is handled automatically, skipping you straight to brand configuration. This is the fastest way to get started.

Manual Board Selection

If you prefer to use an existing board, expand "Or choose an existing board":

1. Browse your available boards
2. Preview board structure and columns
3. Select the primary board for quotes
4. Confirm selection

Column Mapping

Map monday.com columns to Figur quote data:

Required Columns

• Quote Total (One-Time) - One-time project costs
• Monthly Total - Recurring monthly charges
• Quote Status - Current quote state (Draft, Sent, Approved, etc.)
• Services Included - List of services in the quote
• Quoted At - Date quote was generated

Mapping Options

• Create New Columns - Let Figur create standard columns
• Map Existing Columns - Use your existing column structure
• Custom Names - Use your preferred column names

Brand Configuration

Set up your brand identity for professional quotes:

Logo Upload

• Upload your company logo (PNG, SVG, or JPG)
• Recommended size: 400x100 pixels
• Transparent background preferred

Brand Colors

• Primary color for headers and accents
• Secondary color for panels and backgrounds
• Accent color for CTAs and highlights
• Text color for readability

Contact Information

• Company name and address
• Phone number and email
• Website and social media links

Service Enablement

Choose which services you offer:

Available Services

• Web Design - Website creation, redesigns, landing pages
• SEO - Search engine optimization and audits
• PPC - Pay-per-click advertising management
• Social Media - Social media management and advertising
• Content - Content creation and marketing
• Branding - Logo design and brand identity

Configuration Options

• Enable/disable services based on your offerings
• Set default pricing for each service
• Configure service-specific settings
• Customize discovery questions

Pricing Configuration

Override default pricing for each enabled service. Each service has preset pricing primitives (base price, per-unit rates, add-ons, percentages, etc.) that you can customize:

1. Select a Service - Use the service tabs at the top to switch between services
2. Review Defaults - Each pricing primitive shows the preset default value below it
3. Override Values - Enter a custom value to override any primitive. The input border turns green when you've set a custom value.
4. Reset - Click the reset icon next to any override to revert to the default

AI Pricing Advisor (Starter plan and above)

If you have a Starter plan or higher, the AI Pricing Advisor will automatically analyze your overrides and flag potential issues — for example, a base price that's significantly above or below market norms. Warnings appear inline after a short delay.

Discovery Question Configuration

Control which discovery questions are shown to users during the quoting flow:

1. Select a Service - Switch between enabled services using the tabs
2. Review Questions - Questions are listed in the order a user encounters them, with badges indicating type (Text, Number, Single Select, etc.) and importance
3. Toggle Visibility - Click the eye icon to show or hide a question. Hidden questions are skipped during discovery.
4. Check Dependencies - Questions marked "Affects Pricing" feed into pricing calculations. Hiding them may reduce quote accuracy. "Required" questions cannot be skipped without impact.

Review and Publish

Review your configuration before going live:

Validation Checklist

The publish step runs four checks before you can go live:

• Board selected
• Columns mapped (at least 2)
• Company name set
• Services enabled (at least 1)

All four must pass before the Publish button activates.

Test Quote

Click Test Quote to generate a sample quote using your current configuration. This lets you verify that pricing, services, and branding look correct before publishing to your team.

Go Live

Click Publish to save all settings and activate Figur on your connected board. After publishing:

• Your board is ready for quoting
• Team members can open any item and use the Figur view
• If you're inside monday.com, the setup modal will close automatically

Step 3 — Create Your First Quote

Access the Item View

1. Navigate to your connected monday.com board
2. Click on any item (deal/project)
3. In the item view panel, find and click Figur
4. The Figur interface will load with the item context

Service Selection

Choose services for your quote:

1. Browse Services - View available service types
2. Select Services - Click one or more services
3. Multiple Selection - Choose multiple services if needed
4. Continue - Proceed to discovery questions

Discovery Questions

Answer service-specific questions:

1. Web Design Questions - Site type, pages, design complexity
2. SEO Questions - Current status, goals, target keywords
3. PPC Questions - Platforms, budget, targeting
4. Social Media Questions - Platforms, posting frequency, goals
5. Content Questions - Content types, frequency, topics
6. Branding Questions - Scope, deliverables, timeline

Step 4 — Generate and Export Your Quote

Quote Generation

1. Complete Discovery - Answer all questions for selected services
2. Generate Quote - Click the Generate Quote button
3. AI Processing - Figur analyzes your answers and creates pricing
4. Review Results - Check the generated quote and pricing

Quote Review and Adjustment

Before finalizing:

1. Review Services - Check included services and pricing
2. Adjust Pricing - Toggle individual services up/down by 10%
3. Add Comments - Include notes for client or internal team
4. Validate Totals - Ensure totals look correct

Export to monday.com

1. Finalize & Export - Write quote data back to monday.com
2. Column Updates - Automatic updates to mapped columns
3. Status Change - Quote status updates to "Finalized"
4. Success Confirmation - Verify data was written correctly

Troubleshooting Common Issues

Installation Problems

"App Not Available"

• Verify your monday.com plan supports marketplace apps
• Check if you're logged in with the correct account
• Try refreshing the marketplace page
• Contact monday.com support if issues persist

Permission Denied

• Ensure you have admin permissions
• Check if your organization restricts app installations
• Contact your monday.com administrator
• Try installing from a different account

OAuth Errors

• Clear browser cache and cookies
• Try a different browser
• Check internet connection
• Ensure popup blockers are disabled

Onboarding Issues

No Boards Available

• Verify you have boards in your account
• Check board permissions and access levels
• Try creating a new test board
• Contact support if boards should be visible

Column Mapping Problems

• Ensure board has appropriate column types
• Try creating new columns instead of mapping
• Check if columns are locked or restricted
• Verify board edit permissions

Service Enablement Errors

• Check your subscription tier limitations
• Verify service configurations are complete
• Try enabling services one at a time
• Contact support for tier-related issues

Quote Creation Issues

Item View Not Loading

• Refresh the page and try again
• Check internet connection
• Verify board is properly connected
• Try a different browser or device

Discovery Questions Missing

• Ensure services are properly enabled
• Check service configurations
• Try re-enabling affected services
• Contact support if questions don't appear

Quote Generation Fails

• Verify all discovery questions are answered
• Check internet connection
• Try regenerating the quote
• Ensure you have available quote quota

Export Errors

• Verify monday.com columns exist and are accessible
• Check column permissions and edit access
• Try manual export as alternative
• Contact support for integration issues

Best Practices for Getting Started

Preparation

1. Clean Board Structure - Organize your board before installation
2. Team Training - Train team members on Figur usage
3. Process Documentation - Document your quoting workflow
4. Test Environment - Use a test board for initial trials

Configuration

1. Complete Setup - Finish all onboarding steps before use
2. Test Thoroughly - Create multiple test quotes
3. Validate Integration - Ensure monday.com sync works
4. Backup Settings - Document configuration choices

First Quotes

1. Start Simple - Begin with straightforward projects
2. Review Carefully - Double-check initial quotes
3. Get Feedback - Ask team members to review quotes
4. Iterate Process - Refine your workflow based on experience

Next Steps

Now that you're set up, explore these resources:

• Using the Item View - Complete interface guide
• Discovery Flow - Master discovery questions
• Quote Generation - Understand AI pricing
• Client Portal - Share quotes professionally
• Troubleshooting - Resolve common issues

Support and Resources

Getting Help

• Email Support - support@figur.one
• Contact Form - Use the form on the Help index
• Documentation - Browse all help articles
• Community - Join our user community (coming soon)

Training Options

• Personal Onboarding - Schedule a setup session with our team
• Video Tutorials - Watch step-by-step guides (coming soon)
• Webinars - Join live training sessions
• Documentation - Read comprehensive guides

Pro Tips

Quick Success Checklist:

• ✅ Complete all onboarding steps
• ✅ Create 3-5 test quotes
• ✅ Verify monday.com integration
• ✅ Train your core team
• ✅ Establish quoting workflows
• ✅ Monitor initial results
• ✅ Refine based on feedback

Welcome to Figur! You're now ready to create professional, AI-powered quotes that will streamline your sales process and impress your clients.