pricebook CPQ

Solution by

pricebook is an AI-powered quoting solution, built on monday.com and engineered by thespelas.com. The solution enables sales teams to generate accurate, branded quotes in seconds — without leaving their  CRM. With dynamic pricing logic, intelligent workflows, and automated approvals.

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Use case: CRMInventory ControlSales
Industry: RetailLegalTechnology ServicesManufacturingCross-industryEnergyReal estate
Region: North America

pricebook is an AI-powered quoting solution built on monday.com by thespelas.com. It lets sales teams create accurate, branded quotes in seconds—directly from their CRM.

Key Benefits

– 1-click PDF quotes
– AI-driven pricing, discounts, and approvals
– Streamlined multi-step approval processes
– Multi-currency product catalog
– Instant Stripe payment links

No spreadsheets. No delays. Just fast, smart quoting at scale.

Key features

1. Quotes generation: Generates quotes in seconds
2. AI upsell: AI-Powered Pricing & Discounts recommendations
3. Approval processes: Streamlined Quote Approvals
4. Product catalog: Multi-currency, taxes, customer-specific pricing

Services

Portfolio & Project Management Integration with work management, project management, and Make
Tiered Pricing & Discount Management for centralized control and automation
Cloud Document & Transaction Sync including timesheets, purchase orders, sales orders, and Stripe integration
ERP Integration & Invoicing with SAP ERP, Oracle NetSuite, and Microsoft Dynamics 365
Inventory & Financial Data Management synced with QuickBooks, Xero, or Sage

About the partner

At thespelas.com, we specialize in Energy, Manufacturing, Retail and Healthcare, but can handle anything.

We architect scalable solutions, help you manage organizational change, and bridge the gaps between systems and teams; positioning monday as your company's switchboard and visualizing your operation centrally.

Let's partner long-term to envision, create and enhance your version of success!

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