One enquiry. Many handovers.
Start with what your customer needs.
Bring services, options and prices together.
Carry the accepted selection into the order.
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.
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:
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.
The Kanban board brings customers, deals and next steps into one view.
The interactive simulation below demonstrates a quote decision using fictional customers and existing UI components. It is a simplified example, not a complete product view.
Switch perspectives. Explore the customer view, adjust options and see the quote update directly.
Simulation with fictional data. No real orders, no sending and no permanent storage.
SAMPLE PROJECT
Fictional customers. Realistic decisions.
6 deals
No matching deal. Try another search term.
CUSTOMER VIEW · DEMO
For Anna Weber · a workspace that fits your team.
A shared quote that adapts to your needs. Try the services and options.
Your contact · sample data
SHARED STATUS
The quote is ready for your selection.
Understand needs, discuss possibilities, plan together.
€800.00 each · maximum 5 in this demo
Example prices, excluding VAT. No order can be placed.
The demo stores no data and sends nothing.
Simulation · You play both sides. No connection to a real contact.
Four steps that turn separate tasks into a traceable sales process.
Create quotes from your product portfolio with pricing rules, guided configuration and professional PDF templates.
Your customer selects options and quantities directly in the quote, sees the current total and can accept digitally.
Questions can be resolved in Quickchat alongside the quote when Quickchat is enabled and the contact is connected.
DealDesk carries the accepted selection directly into the order. Without re-entering line items.
Keep enquiries, quotes and orders in view. Understand how your pipeline develops and which quotes are accepted.
We are developing DealDesk further: for more complex quotes, smarter processes and closer integration with your systems.
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.
We plan to extend existing CPQ capabilities for complex products and services, keeping even demanding quote variants manageable.
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.
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.
Planned native integrations are intended to connect DealDesk with your existing AI landscape.
Integration targets: ChatGPT, Claude, OpenCode, OpenWebUI, Grok, Antigravity and Codex.
For BeyondTheLoop and Langdock, we aim to pursue partnerships if there is sufficient customer interest. These integrations and partnerships do not currently exist.
Email communication is to be integrated directly into the sales process, keeping relevant messages, questions and next steps visible in context.
In future, generate and send XRechnung invoices directly from confirmed orders without re-entering order data. Invoicing has not yet been implemented.
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.
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