Catalogs, Quotes & Payments in WhatsApp — From product question to paid in-thread

November 25, 2025•3 min read

Catalogs, Quotes & Payments in WhatsApp — From product question to paid in-thread

Turn “Do you have this in stock?” into a cart, a confirmed quote, and a payment—without leaving WhatsApp. Use product catalogs, structured replies, and secure links, then let InOne CRM log the whole trail.

If your buyer already lives in WhatsApp, don’t push them into a portal. The most efficient path is question → product → quote → pay, all in one thread, with every step attributed. Use catalogs to guide choice, short prompts to collect what matters, and a hosted payment link to finish. With InOne CRM writing consent, templates, selection, and payment events to the contact timeline, you get speed for the buyer and clean numbers for the business.

Links:

Homepage → https://aiautomatedsolutions.co.za/
WhatsApp hub → https://aiautomatedsolutions.co.za/whatsapp
InOne CRM → https://aiautomatedsolutions.co.za/inone-crm

Why this works (and outconverts click-to-site)

Zero context loss: buyer stays in the same conversation.
Lower friction: buttons/lists > typing forms.
Trust: price + options + secure link arrive from one verified sender.
Traceability: quote, approval, and payment are timestamped in CRM.

Interesting AI fact: Tight, outcome-named buttons (e.g., “Approve quote”) beat free-text follow-ups and can lift completion by 10–20%.

The flow (copy/paste skeleton)

1) Product question → Quick nudge
“Looking for [item]? Choose a category to see options.”
Buttons: Popular • By price • By spec.

2) Catalog snippet (2–4 tiles max)
Each tile: image, short name, from R price, Select button.
→ Selecting a tile opens a compact details card: size/variant, availability, lead time.

3) Quote in two taps
Bot asks the one field that sets price (qty/variant).
Returns: Total, ETA, Terms.
Buttons: Approve quote • Ask a person • See another option.

4) Payment without the risk
Send a hosted payment link (not card-in-chat).
On success: reply “Paid ✅, Ref #12345. We’ll keep you updated here.”
On fail: “Try again” • “Talk to a person”.

5) Aftercare
Auto-send receipt, delivery/collection info, and a one-tap support button.

What to collect (and nothing more)

Item/variant/qty (drives price).
Delivery or collection (sets ETA/fees).
Contact preference only if needed (most buyers are already in WA).

Skip IDs, long addresses, and open text unless the service requires it. Keep KYC or documents in gated links with expiries.

Wiring to InOne CRM (so finance smiles)

Write these events automatically to the timeline/deal:

Catalog view & selection (item, variant, price shown).
Quote issued (amount, validity, template ID).
Approval (button tap + timestamp).
Payment (status, reference, amount).
Consent + source (CTWA, site widget, inbound).

With this, your won revenue by source, quote approval rate, and refunds are one click away—no spreadsheet archaeology.

Guardrails (South Africa-ready)

Purpose line + opt-out in every template.
Business-initiated templates outside 24 h.
No card capture in chat—hosted links only.
Data minimisation: collect only what sets price and logistics.

Playbook snippets (steal these lines)

Catalog nudge: “Most popular this week—tap to view details.”
Quote confirm: “Ready to lock [item x qty] for R[total]? It’s valid for 24 h.”
Payment handoff: “Secure payment link below. You’ll get an instant receipt in WhatsApp.”
Aftercare: “All set. Want delivery updates here or by email?”