- Marketing Campaigns
- Upload Library
- Mail Shots
- Using HubSpot with Workbooks
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
- Users & Security
- Email & Integration
- PDF Configuration
At Workbooks we enhance our products based on customer feedback. We actively encourage customers to suggest new ideas and provide tools for customers to vote on the features they would most like to see in the product. You can visit the ideas section to see the current list.
We typically run a 3-4 month development cycle and this agile approach to development allows us to respond quickly to market demands and to feedback from our customers.
The improvements currently in engineering are:
Reporting Improvements (Totaling & Subtotaling)
We are redesigning the reporting tool to enabling you to combine details and total/subtotals onto the same report and landing page. This feature is the most requested on the Workbooks ideas forum.
Workbooks Outlook Connector release 2
This release is focussed on reliability and stability improvements, and delivers support for Windows 8. It is currently in 'Beta'.