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Getting Started

Account setup, onboarding checklist, and first steps for new users and admins.

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Contacts & Accounts

Managing contacts, accounts, territories, and rep assignments.

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Deals & Quotes

Pipeline management, deal builder, PDF quotes, and approval workflows.

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Sales Orders & ERP

Order management, ShipStation sync, and Fishbowl ERP integration.

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Commissions & Reporting

Commission rules, payout calculations, dashboards, and analytics.

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Integrations

Connect Google Workspace, JustCall, QuickBooks Online, and ShipStation.

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Admin & Settings

User management, roles, permissions, billing, and organization config.

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Gmail Add-on

Install, configure, and use the RepDesk Gmail sidebar add-on.

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API & Developer

API tokens, REST endpoints, webhooks, and the Chrome Extension.

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Popular articles

The most common questions our customers ask.

Add your first contact or account

Contacts & Accounts

Invite team members to your organization

Admin & Settings

Set up Google Workspace integration

Integrations

Configure commission rules for your team

Commissions & Reporting

Create and send a quote to a customer

Deals & Quotes

Generate an API token for the public API

API & Developer

Contact us

Our team is here to help with any question.

General Support

Questions about the platform, features, or integrations.

support@repdesk.io

Response within 1 business day

Admin & Billing

Account management, billing changes, and organization-level issues.

admin@repdesk.io

Priority response for paid plans

Feature Requests

Ideas, suggestions, and feedback to help shape the RepDesk roadmap.

feedback@repdesk.io

We read every submission

Frequently asked questions

Quick answers to common questions across the platform.

How do I add users to my organization?
Admins can invite users from the Admin panel under Team Management. Each user receives an email invitation. Users count toward your seat limit — additional seats are billed at the per-user rate on your plan.
How does billing work and can I change my plan?
RepDesk is billed monthly or annually based on your selected plan and seat count. You can view and update your plan from Admin → Billing. Plan changes take effect at the start of your next billing cycle.
How do I connect my Google Workspace account?
Go to My Settings → Integrations → Google Workspace and click Connect. You'll be prompted to authorize RepDesk to access your Gmail and Calendar. This is required before the Gmail Add-on will display your CRM data.
Where can I export my data?
Data exports are available from the Admin panel. You can export contacts, accounts, deals, and sales orders as CSV files. On account termination, exports remain available for 30 days.
How do I set up commission rules?
Commission rules are configured by Admins under Admin → Commissions. You can define rules by rep, territory, product category, or revenue tier. Monthly commissions are calculated automatically based on closed sales orders.
What integrations does RepDesk support?
RepDesk currently integrates with Google Workspace (Gmail, Calendar), JustCall (VoIP), ShipStation (shipping & orders), Fishbowl ERP, and QuickBooks Online. More integrations are on the roadmap — see our Integrations page for the full list.

Still need help?

Our support team is available Monday – Friday, 9am – 5pm MT.

Yeti Brands, LLC (d/b/a RepDesk)

Email: support@repdesk.io

Website: https://repdesk.io