PLATFORM / CPQ, PRODUCT CATALOGUE & QUOTES

Create branded quotes and track customer acceptance.

Build priced offers from a shared catalogue, generate branded PDF quotes, share them on WhatsApp or email and track customer acceptance.

Discuss your requirements

CPQ, EXPLAINED

Choose products. Calculate the offer.
Send a quote the customer can review.

CPQ stands for Configure, Price, Quote. It gives salespeople a structured way to choose what the customer needs, calculate the offer and produce a quote.

Bring your catalogue and quoting process into GoDesk so staff can prepare offers from shared information rather than rebuild a spreadsheet and document for every customer.

Configure the offer

Choose catalogue products or custom lines, quantities and the required billing details.

Price the quote

Apply the relevant prices, discounts, VAT and fees using the quote builder.

Share and follow up

Generate a branded PDF, share it on WhatsApp or email, and keep the quote status connected to the opportunity.

Can our team share quotes on WhatsApp?

Yes. Generate the quote PDF and share it through WhatsApp or another suitable document channel. Email delivery and open tracking are also supported. Quote acceptance remains a separate recorded decision.

Is a quote the same as an invoice?

No. A quote is a proposed offer. Agree how accepted offers connect to your invoicing or ERP process if those records live in another system.

Start with the basicsUnderstand CPQ and quote sharing ↗See the full inside sales workflow ↗

WHAT THE MODULE CONNECTS

CPQ, Product Catalogue & Quotes

Use these features alongside GoDesk calling, messaging and customer records.

All platform modules

Product catalogue

Maintain SKUs, price, VAT, billing type and category, with CSV imports.

Quote calculations

Build line items, quantities, discounts, shipping and other fees.

Branded PDFs

Preview and generate branded proposals.

Email delivery

Send quotations and track opens.

Acceptance lifecycle

Track acceptance, declines and expiry with opportunity updates.

Connected pipeline

Keep quoted products and offer status with the opportunity.

Quote sharing

Share generated quote documents through WhatsApp or another suitable channel, with email delivery and open tracking also supported.

CONNECTED IN PRACTICE

Use the module in a real workflow.

Sales & Revenue

Capture enquiries, contact leads, track opportunities, prepare quotes and schedule follow-up in GoDesk.

Explore workflow

Configuration, integration, deployment and access are agreed around your environment and the people who will use the platform.

Deployment guide

YOUR NEXT CHAPTER

See cpq, product catalogue & quotes in your team’s workflow.

Tell us which GoDesk products you need, how many people will use them and whether you are buying for your business or offering services to customers.

Talk to GoDesk