Microapp · Sales · Available

Quotes in minutes, and none without follow-up

With MonkeyCotiza, our quote builder, your sales reps put together a quote from a phone or computer using your catalog and price lists, send it as a branded PDF on WhatsApp or email, and the app reminds them when to call back.

Laptop on a wooden desk with quote documents and a pen
What is MonkeyCotiza?

MonkeyCotiza is a Mercado Monkey microapp for building sales quotes. It uses the business's catalog and price lists, calculates discounts, sales tax (IVA, Mexico's VAT) and lead times, generates a PDF with the company's branding, sends it on WhatsApp or email, alerts the rep when the customer opens it and schedules follow-up reminders. It connects to the client's website, WhatsApp and CRM.

2.3×
quotes sent per day
Typical result after 90 days of use
01Features

What MonkeyCotiza does

Catalog and price lists

Products, services, variants and prices by customer type: retail, wholesale, distributor or key account.

Automatic calculations

Discounts, IVA, freight and lead times calculated with no typos, with margins visible only to your team.

Branded PDF

A quote with your logo, colors, terms, expiration date and the rep's signature, ready to send.

Send on WhatsApp or email

One tap to send it on WhatsApp as a link or attach it to an email, right from the rep's phone.

Open notifications

Know when the customer opened the quote so you can call while they're reviewing it.

Scheduled follow-up

Reminders for reps on the days you choose, plus a board of open, won and lost quotes.

02How it works

From demo to day-to-day use

  1. 01

    Demo and catalog

    We load your products and price lists from your Excel file or current system.

  2. 02

    PDF design

    We design the quote with your branding, sales terms and tax details.

  3. 03

    Sales rules

    We set maximum discounts per rep, approvals and follow-up timing.

  4. 04

    Launch with the team

    We train your sales team and track close rates and response times over the first few weeks.

03Who it's for

Built for real businesses

  • Industrial distributors
  • Builders and contractors
  • Print shops and ad agencies
  • Farm equipment suppliers
  • Furniture and window-blind manufacturers
  • Event and equipment rental companies
Connects with
WhatsApp BusinessEmailHubSpotGoHighLevelGoogle SheetsMonkeyInventarioMonkeyFactura
04Free demo

See it working with your use case

We set up the demo with data that looks like your business. If it's a fit, we brand it for you and connect it to your WhatsApp, your website or your CRM.

  • No commitment, no credit card
  • Set up with your branding
  • Your data is yours: export it anytime
Request a demo

We'll walk you through it in 20 minutes

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05FAQ

What people ask us

How long does it take to set up MonkeyCotiza?
With your catalog in Excel, MonkeyCotiza is ready in four to seven business days, including your branded PDF design. Large catalogs with many price lists or variants can take one or two weeks.
Can my sales reps quote from their phones?
Yes. MonkeyCotiza runs in the phone's browser, so a rep can build and send a quote on WhatsApp from a job site, a ranch or the customer's office without going back to a computer.
Who owns the customer and quote data?
Your business does. Customers, prices, quotes and history are stored encrypted and can be exported whenever you want. If a rep leaves the company, their quotes and customers stay with you.
Does it connect to my CRM, inventory and invoicing?
Yes. MonkeyCotiza sends every quote to HubSpot, GoHighLevel or another CRM, checks stock in MonkeyInventario and, once the sale is won, can create the invoice in MonkeyFactura. It also embeds in your website as a quote request form.
Does it work for an industrial distributor in Torreón?
Yes, it's one of the most common cases. A distributor supplying plants in Gómez Palacio and Torreón can manage customer-specific pricing, lead times and credit terms, and see which quotes are still open at month-end.
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