Consistent proposals
Create reusable proposal content and share clear service documents with customer context attached.
Sales documents and payments
Turn proposals into organized customer workflows.
DeskGo connects proposals, deals, invoices, payment settings, customer records, services, and notifications so sales documents do not become isolated files.
Connected deal movement
Track proposal activity and decisions alongside customer profiles, conversations, services, and follow-ups.
Cleaner billing handoff
Move approved business work into invoice and payment workflows without losing the relationship history.
What you can manage
A practical workflow, not another disconnected tool.
- Proposal templates and structured content
- Deals and proposal activity tracking
- Customer and service context
- Invoices and payment settings
- Deposits or payment collection where configured
- Notifications and customer follow-up
Frequently asked questions
Questions about proposals and invoices software.
What is proposals and invoices software?
It helps a business prepare proposals, track customer decisions, create invoices, manage payment settings, and connect sales documents with customer and service workflows.
Can DeskGo create service proposals?
Yes. DeskGo supports structured proposals and reusable business content for service workflows, with activity and customer context available according to configuration.
Can proposals connect with CRM?
DeskGo can connect proposals and deals with customer profiles, conversations, services, bookings, follow-ups, and related activity.
Can DeskGo create invoices?
DeskGo supports invoice workflows, payment settings, and related customer records for authorized users where the relevant services are enabled.
Can customers pay from an invoice?
Payment collection depends on the company's payment configuration, enabled services, and supported payment workflow.
Can proposals and invoices use notifications?
Configured notifications can help teams and customers receive updates about proposal, invoice, payment, and follow-up events.
See how DeskGo fits your operation.
DeskGo is modular. Choose the workflows you need and add more as your company grows.