Quoting, Estimates, and Proposals in monday.com: What You Need to Know
One of the most common questions we get as monday.com consultants is:
“Can we generate quotes or estimates in monday.com?”
The short answer is yes — you can generate quotes in monday.com, both natively and with third-party apps.
The real question, however, is not if you can generate a quote, but:
- What kind of quote is it?
- And what happens after the quote is approved?
With over five to six years of experience implementing monday.com across companies of all sizes and industries, we’ve seen very clearly when quoting in monday.com works extremely well — and when it doesn’t. This blog answers the most common questions companies ask before deciding to use monday.com for quoting and estimates.
First, an Important Fact
Before diving into the FAQs, there is one essential thing to clarify:
monday.com is not an accounting system.
There is no single system that does everything. In most organizations:
- Sales teams work in a CRM
- Delivery teams work in project management
- Finance teams work in accounting software
monday.com sits perfectly in the sales and operations layer, not in accounting. It can generate quotes and even invoices as PDFs, but the accounting system always remains the system of record.
In many companies, sales teams don’t even have access to the accounting system. In those cases, generating quotes inside the CRM is faster, more controlled, and more scalable. Finance typically takes over later, once a deal is signed or payment is required.
Industries Where Quoting in monday.com Works Very Well
From our experience, quoting in monday.com works especially well for:
- Professional services
- Construction and remodeling
- Software development
- Manufacturing
- Engineering and architecture
- Consulting and coaching
- Landscaping and gardening services
Final Thoughts
Companies don’t choose monday.com just to generate quotes. They choose it because quoting is connected to:
- CRM
- Approvals
- Project execution
- Reporting
- Integrations with accounting systems
When implemented correctly, monday.com becomes the central operational layer between sales and finance.
If you have questions about whether quoting in monday.com is right for your business, or how to design it properly, please contact us — we’re happy to help.
Related Questions
Yes.
Using monday CRM, you can generate quotes and invoices as PDFs directly from the system. Quotes are usually built from:
- A products or services board
- Pricing tables
- Quantities, SKUs, and descriptions
This works very well for structured, table-based quotes.
Yes.
monday.com allows you to:
- Multiply hours × hourly rates
- Calculate totals across multiple line items
- Apply discounts and markups
- Add tax, net, and gross totals
These calculations are especially common in:
- Professional services
- Construction and remodeling
- Software development
- Manufacturing and engineering
Yes.
Quotes can be fully connected to:
- Deals
- Contacts
- Companies
You can:
- Generate multiple quotes per deal
- Track quote status (draft, sent, approved, rejected)
- Generate multiple invoices from the same deal if needed
This allows sales teams to work in a clean, structured pipeline.
Yes.
Many companies use monday.com to manage internal approvals, such as:
- Sales manager approval
- Finance or margin approval
- Executive sign-off
Approvals can happen:
- Before a quote is generated
- After a quote is created but before it’s sent to the client
Only once the client approves or signs does the process usually move to accounting.
Yes — using third-party apps available directly inside monday.com.
You can:
- Generate a PDF quote
- Send it to the client
- Collect digital signatures
- Trigger automations once it’s signed
This keeps the entire sales process centralized.
This is where monday.com becomes especially powerful.
Once a quote is approved, you can:
- Automatically create a project
- Turn line items into tasks, milestones, or budget items
- Assign teams and timelines
- Start execution immediately
For many companies, this removes the manual handover between sales and delivery.
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