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Hi Monday Development Group,

We’re building out a quoting system for our dealership inside Monday and want to know the best setup or Marketplace apps to use. Here’s what we need the system to handle:

  • Choose whether a deal is Cash or Finance.

  • Show unit pricing with the ability to apply both % and $ discounts.

  • Add extras/add-ons pulled from our inventory board (with price, taxable flag, and availability).

  • Automatically calculate taxes based on subtotal.

  • If Finance is selected: show fields for Down Payment, APR, Term and automatically calculate the estimated monthly payment.

  • Generate a client-facing proposal/PDF that includes all line items, totals, and our branded signature block.

We have tried several of the third party apps, but have had no success. Please help us build out this pricing option!

Thanks for your guidance — looking forward to your recommendations!

Hey ​@tjsparks95,

I’m not sure you will find what you are looking for on the marketplace already, I haven’t seen something like this.

 

We have developed a tool that we use internally which acts in a similar way (more basic though)
 

 

Happy to chat to see how we can assist you.


If you are building this for yourself only, you could check out monday Vibe to build out a CPQ tool inside a board view

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