Commercial operations

Proposals, Deals & Invoices

Move from customer requirement to proposal, decision, invoice, payment follow-up, and commercial review.

DeskGo product guideNo API setup required

What this service does

DeskGo commercial workflows connect customer context with proposals, deals, invoices, payments, and follow-up. Use them to create a consistent handoff between sales, service delivery, finance, and the customer.

Start with the workflow you need. DeskGo is modular, so a company can enable this service without being required to use every other DeskGo module.

Who it is for

Service businesses that prepare proposals, sell packages, issue invoices, or collect payments from customers.

Recommended setup

  1. Set business document details

    Configure company identity, document numbering, payment settings, terms, and authorized owners.

  2. Create reusable content

    Prepare proposal sections, service items, pricing, terms, invoice content, and payment instructions.

  3. Connect the customer

    Create or select the correct customer and connect the proposal or deal to the service, booking, owner, and next action.

  4. Review before sending

    Check pricing, scope, terms, customer details, approver, and payment expectations before sharing a document.

  5. Track the outcome

    Update proposal, deal, invoice, and payment status so operations and finance have the same commercial context.

Main workflows

Proposal lifecycle

Draft, review, share, revise, approve, win, or close a proposal with clear ownership.

Invoice lifecycle

Create, share, monitor, and reconcile invoices against the correct customer and service context.

Payment follow-up

Use status and customer activity to determine the next authorized follow-up action.

Important controls

Authorized document and payment settings

Review this control during setup and whenever the company changes its workflow or team responsibilities.

Customer and service context

Review this control during setup and whenever the company changes its workflow or team responsibilities.

Approval before sending

Review this control during setup and whenever the company changes its workflow or team responsibilities.

Human review of financial decisions

Review this control during setup and whenever the company changes its workflow or team responsibilities.

Frequently asked questions

Can a proposal be created without a booking?

Yes. A proposal can start from a customer or service requirement even when no booking exists.

Who should approve financial documents?

The company should define an authorized owner based on its internal finance and approval process.