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NexGen-CPQ

beenaIT

4 installs, since July 5, 2026.   4 installs/month.   App updated June 29, 2026. Listing updated July 5, 2026.

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CPQ tool for quotes, pricing & approvals in monday.com

NexGen CPQ is enterprise-grade Configure-Price-Quote software built natively for small and medium sales teams on monday.com. It lets your team create accurate quotes, automate complex pricing rules, and enforce discount approvals - all from within the monday.com board where your deals already live. No spreadsheets, no switching tabs, no re-entering data.

What You Get

  • Product Catalogue — Manage products with families, categories, specifications, and SKUs. Build bundles with flat-rate or itemised pricing. Import products in bulk via CSV or Excel.
  • Dynamic Pricing Engine — Tiered quantity-based pricing, pricebooks per market or region, promotional rules with promo codes, and automatic tax calculations for one-time and recurring charges.
  • Smart Cart & Quoting — Build quotes by adding products, bundles, and custom line items to a cart. Apply promo codes and manual discounts. Real-time price and tax calculations throughout.
  • Discount Approval Workflows — Define maximum discount limits per user role. Discounts within the limit are auto-approved. Over-limit requests automatically route to the right approver, with hierarchical escalation and email notifications.
  • monday.com Board View & Sync — Runs as a native board view inside monday.com. On sync, quote totals, taxes, and each line item are written directly to the deal item and its subitems.
  • Security & Governance — JWT authentication, role-based access control (RBAC), configurable password policies, and a full audit trail of every user action.
  • AI Assistant — An in-workflow AI chat helps with catalogue search and pricing questions. Available on Professional and Enterprise plans.
  • Native UX — Fully respects monday.com light, dark, and night themes. Automatically detects view-only users and adjusts the interface accordingly.

Available on Starter, Professional, and Enterprise plans. Install free from the monday.com Marketplace.

Questions or a walkthrough: contact-us@beenait.com (we respond within 24 hours). Learn more at https://cpq.beenait.com

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App metadata

ID: 10001234App ID: 10446743Listing updated: July 5, 2026