Quote on WhatsApp. Get the deposit there too.
Build the quote from the deal, get a manager’s OK when the discount is big, and send it in the chat. The customer accepts with their name and pays the deposit on the same page, and the deal moves on by itself.
Running customer conversations for WhatsApp-first businesses
From the deal to the deposit.
Walk Green Valley Clinic’s quote through. Try a 15% discount and watch it wait for a manager before it can go out.
Start blank or from a template, add lines from your catalogue or custom ones, and set the discount, tax, deposit and validity.
| Line | Qty | Unit price |
|---|---|---|
| Fibre installation, two floors | 1 | 25,000 |
| Managed router | 1 | 12,000 |
| Business 50 Mbps · monthly | 3 | 12,500 |
| Backup 4G link · monthly | 3 | 4,500 |
She asks for 15%. Everyone stays in step.
The customer only ever sees WhatsApp and one link. Behind it, the approval, the send, the acceptance and the deposit are all recorded on the deal.
- NEEDS APPROVAL15% discount waits for a managerRequest approval → Brian T.
- APPROVEDApproved by Brian T.Now it can be sent
- SENTSent on WhatsAppInside the 24-hour window, as a message
- ACCEPTEDAccepted by Dr. WanjikuName, time and IP recorded · deal amount set
- PAIDDeposit paid · deal moved to PaidJoy N. and the team notified
The customer clicks. The CRM catches up.
- 01An invoice and a payment link are created
- 02The deal’s amount is set to the quote total
- 03“Accepted by Dr. Wanjiku” lands on the timeline
- 01“Deposit paid” lands on the timeline
- 02The deal moves to your paid stage, or is marked won, as you choose
- 03The owner and team are notified
Everything a quote needs, nothing it doesn’t.
Start a quote from any deal, blank or from one of your templates, and send it from the same place.
Know which quotes are waiting on whom.
Each quote moves along the same track, and the list sorts them into what needs a manager, what’s with the customer and what’s been accepted.
Quote questions.
What sales teams ask before they stop sending quotes as PDFs and screenshots.
Ask ACT, running on this site, or bring a recent quote to a 20-minute Workflow Review.
Your managers. You set the discount above which a quote needs approval; the rep clicks Request approval, a manager approves or rejects it, and the quote can’t be sent until it’s approved. If a team has no manager, admins approve.
They open the link, read the lines, totals and terms, type their full name and click Accept quote. We record the name, the time and the IP address. If the quote has expired, the page says so.
Straight after accepting, on the same page. You choose the deposit percentage on the quote, or ask for the full amount, and the customer pays through your connected payment provider, for example by card or M-Pesa.
WhatsApp only allows approved templates then, so the quote goes as your quote template. If you haven’t set one up, you can copy the customer’s link and share it yourself.
Yes. Accepting sets the deal’s amount to the quote total and creates the invoice and payment link. Paying moves the deal to your paid stage, or marks it won, depending on your setting.
Close the quote in the same chat.
Tell us how you price and who signs off on discounts. We’ll set up your templates, the approval limit and the deposit.