Who can use this feature

Available on monday CRM

Available on Basic plan, Standard plan, Pro plan, and Ultimate plan

Overview

The Products widget provides a simple and quick way for sales reps to model pricing and packaging options during or after a customer conversation. It effectively turns the Deals board into a live calculator that supports faster decision-making.

The Products widget is integrated with Quotes & Invoices. Work done in one feature will be reflected in the other, eliminating duplicate work and streamlining record keeping and reporting.

Add the widget

To use the widget, open your Deals board and open the item card:

Click on the three-dot menu in the top right corner and select Edit layout & content from the menu:

Then, in the top left corner, click on + Add widget and select Products from the list:

You can then resize the widget or move it to rearrange your layout.

Connect products & services catalog

Once you've added the Products widget, you can choose a source board to use as your catalog. This will allow you to add products and services from that board:

When connecting the source board, you can choose which columns to use for the Name column (name of the line item), Price column, and Description column. If needed, you can choose an additional column to pull information from.

To add a new product or service to your Products widget, use the dropdown menu in the Name column.

Once you've added an item, you can edit its details, such as the Quantity or add an Adjustment. You can also create new line items in the Products widget by typing in the name for your new item and choosing + Add at the bottom of the dropdown window.

Generating a quote or invoice

Any products or services added to the widget, will be pre-filled when you generate a quote or invoice for that deal. These items can be edited by clicking on the pencil icon to the right of a line item:

In your document, you can add new items from your catalog or custom items:

When you click Save, you will be asked whether or not you'd like to apply any changes to the Products widget. Choose Don't apply to keep the changes exclusive to the invoice, or choose Apply changes to see the additions in the widget. 

Any applied changes will show in the Products widget during your next visit.