# agenthouse DealDesk: Less time in your CRM Products, prices and options keep changing. Yet manual work and separate systems still stand between an enquiry, a quote and an order. FROM SEPARATE STEPS TO SHARED PROGRESS One enquiry. Many handovers. CRMExcelPDFEmail 1. 01 **Understand the enquiry** Start with what your customer needs. 2. 02 **Enable a decision** Bring services, options and prices together. 3. 03 **Move forward with confidence** Carry the accepted selection into the order. 01 / Many tools. Many handovers. The old way: many handovers. No shared status. 1. 01Email ### Process the enquiry 2. 02CRM ### Enter data in the CRM. 3. 03Conversation ### Discuss internally in person 4. 04Word / Excel ### Create quotes in Word or Excel. 5. 05Conversation / Excel ### Agree prices and product options. 6. 06PDF ### Send PDFs. 7. 07Email ### Coordinate changes by email. 8. 08Re-entry ### Enter orders all over again. Question → conversation → new file → send again. Changes travel back through several tools. The problem is not each individual step. It is the gaps between them. When information is entered again at every handover, sales teams are left chasing answers and reconciling records. When the steps connect, the accepted selection can carry forward directly — and your team stays closer to the customer’s decision. A quote built from your product portfolio. A customer who can select options directly. An order created from the accepted selection. Individual tasks become one connected process. 02 / One record. From start to finish. The new way: one process. One shared status. 1. 01 ### Enquiry 2. 02 ### Configuration 3. 03 ### Quote 4. 04 ### Customer decision 5. 05 ### Order 6. 06 ### Confirmation * Configuration ↔ quote: align services and prices * Customer decision ↔ quote: clarify questions and choices Questions and adjustments are part of the process. They return to the same record; the accepted selection carries into the order. Without entering it twice means accepted quote lines are transferred to the order without re-entry. Other sales tasks remain in your hands. The challenge is connecting five things: 1. Enquiries and sales opportunities 2. Products, configurations and prices 3. Quotes and customer decisions 4. Orders and confirmations 5. Visibility across the entire process Existing systems still have their place. What matters is keeping information connected between each step. DealDesk does more than speed up quote creation. It keeps the customer’s journey moving forward. DealDesk / Kanban ### A look at your everyday sales work. The Kanban board brings customers, deals and next steps into one view. [![DealDesk Kanban with six fictional deals across four sales stages.](/assets/images/dealdesk/kanban-de-light.png)](/assets/images/dealdesk/kanban-de-light.png) [![DealDesk Kanban with six fictional deals across four sales stages.](/assets/images/dealdesk/kanban-de-dark.png)](/assets/images/dealdesk/kanban-de-dark.png) Actual DealDesk interface in German · fictional sample data · four selected stages. Static preview, not interactive. Four steps that turn separate tasks into a traceable sales process. 01 / QUOTE CREATION ### Configure instead of copying and pasting. Create quotes from your product portfolio with pricing rules, guided configuration and professional PDF templates. * Product catalogue and portfolio * Configuration rules and automatic pricing * Quote templates and PDF generation 02 / CUSTOMER DECISION ### Your quote becomes the place to decide. Your customer selects options and quantities directly in the quote, sees the current total and can accept digitally. * Interactive quote link with option selection * Dynamic pricing and digital acceptance * Visibility into opens and interactions Questions can be resolved in Quickchat alongside the quote when Quickchat is enabled and the contact is connected. 03 / ORDER PROCESSING ### Acceptance becomes an order. DealDesk carries the accepted selection directly into the order. Without re-entering line items. * Automatic order creation from acceptance * Transfer of accepted line items * PDF order confirmation and digital confirmation 04 / SALES MANAGEMENT ### See what is moving. And what is accepted. Keep enquiries, quotes and orders in view. Understand how your pipeline develops and which quotes are accepted. * Kanban, pipeline and funnel * Acceptance rates and Deal Intelligence * Excel export for further analysis We are developing DealDesk further: for more complex quotes, smarter processes and closer integration with your systems. Available now The product portfolio, core CPQ capabilities with configuration and pricing rules, and quote and experience templates provide the foundation for further development. Status: “Available now” means existing capabilities; “In development” means confirmed implementation in progress; “Planned” means intended extensions; and “Subject to customer interest” means demand-dependent initiatives. No release dates are confirmed for the following extensions. Advanced CPQPlanned ### Complex products. Diverse quotes. Simply configured. We plan to extend existing CPQ capabilities for complex products and services, keeping even demanding quote variants manageable. Rich ExperiencePlanned ### Your quote. Your design. A guided customer experience. Existing experience templates are to evolve into comprehensive, individually configurable customer journeys: guided quotes in your own brand design that connect selection, configuration and decision. AgenticPlanned ### Intelligent processes. From first contact to customer relationship. AI agents are intended to support the sales process from first contact through quote and order to the ongoing customer relationship. Existing capabilities are to be automated and connected selectively. AI integrationPlanned ### Your AI. Your systems. Your DealDesk. Planned native integrations are intended to connect DealDesk with your existing AI landscape. Integration targets: ChatGPT, Claude, OpenCode, OpenWebUI, Grok, Antigravity and Codex. Subject to customer interest For BeyondTheLoop and Langdock, we aim to pursue partnerships if there is sufficient customer interest. These integrations and partnerships do not currently exist. Email integrationPlanned ### Stay on top of things. Without drowning in email. Email communication is to be integrated directly into the sales process, keeping relevant messages, questions and next steps visible in context. InvoicingPlanned ### From confirmed order directly to XRechnung. In future, generate and send XRechnung invoices directly from confirmed orders without re-entering order data. Invoicing has not yet been implemented. ### We listen. DealDesk grew out of real requirements. Idea by idea, guided by a better process. We continue to develop it step by step, combining broadly useful ideas with an approach tailored to your business. From the first enquiry to the confirmed order. Discover how DealDesk connects the steps of your sales process.