Adding products (line items) to quotes automatically

Platform discussions monday CRM
1

I would like to have a list of products, that I can attach to deals and then generate quote from the products that are attached to the deal.

This should include quantity of the individual products. Calculation of price gets done with individual price of each product.

Would this be a possible workflow within Monday.com? Has anyone decoded this or has built a hack to achieve this?

Also, would love to have the functionality of e-sign on quotes. Nobody prints and signs and scans and sends the quotes back these days.

1 Like
2

Hey @ziellab,

Can you elaborate a little further on how you’re attaching products to deals? Is this in the form of subitems or a different format?

If you’re referring to the quotes and invoices app, there is an option to include signature in the quote:

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Let me know if this helps!

3

I have the same (similar) question work for software company and want to add pricing sheet for products, services, and reoccurring revenue items, that ideally could then be used to generate a quote.

4

We were able to partially achieve this using subitems. Although the getSign application doesn’t work as it is supposed to. It’s a broken integration, therefore we were not able to finish the workflow.

Now using PandaDoc, although PandaDoc to Monday.com integration isn’t smooth, also the status of the application on PandaDoc cannot update the status of items on Monday.com.

Things are getting quite frustrating, it seems like the Sales CRM is incomplete without developer work.

1 Like
5

I posted this in a different Forum, but thought it should be here as well:

We’re running into a major limitation with monday CRM that might be a dealbreaker for us.

In “another” popular CRM, there’s a designated area where you can add products as a structured table — product names, quantities, prices, etc. It’s clear, visible, and integrated.

In monday, there’s no real equivalent. The Quotes & Invoices feature is a very lightweight version, but the problem is:

  • Once a quote is created, it just “sits” there in the quote.

  • To view it, I have to click into it, then download it — which is slow and cumbersome.

  • More importantly, the quote isn’t treated like a file column or structured data, which means:

    • I can’t use it in automations or formulas.

    • I can’t integrate it easily with 3rd party apps (e.g., sending for signature via GetSign, PandaDoc, etc.).

This lack of flexibility makes the Quotes & Invoices feature feel disconnected from the rest of monday’s workflow power. For teams that rely heavily on quoting and contracts, this gap could be a dealbreaker for using monday CRM long term.

Is anyone else running into this? And is there a roadmap to make Quotes & Invoices behave more like a true file column (or expose its data for automations/integrations)?