DealDesk
Sales quoting platform · dealdesk.co.za
New to DealDesk?
Account role
Sales rep
Quote builder only
Administrator
Full access
Ask your administrator for the invite code to register as an admin.
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Protected portal — dealdesk.co.za
DealDesk
dealdesk.co.za
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New quote

QT-0001
Add new customer
1. Rental category
Excl. asset insurance
Advance payment
Excl. asset insurance
Arrears payment
Incl. asset insurance
Advance payment
Incl. asset insurance
Arrears payment
2. Annual escalation
0%
5%
10%
15%
3. Rental term
36months
48months
60months
4. Factor bands — per R1,000 · Pansolutions Capital (No Recourse)
Term
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Escalation
—
Monthly
—
Commitment
—

Add products or services
from the catalog on the left

All options — click to switch
Subtotal—
Discount—
VAT (15%)Excl.
Total—

Customers

User management

Add, edit or remove portal users. Admins can access price list and user management. Sales reps can only build quotes.

Price list management

Browse by category, manage products and services, and maintain your category tree.

Categories

Manage categories

Bulk CSV import

Format: name, type, cashPrice, description, unit, category

Paste CSV data below
Rental factors applied automatically from Pansolutions rate card.