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Automation

Automate repetitive tasks and remove the administrative burden associated with quotes, CPQ, orders etc.

Workbooks gives you MORE.

More effectiveness.
More efficiency.
More value.

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Spend less time on mundane, repetitive tasks and more time on higher value activities with Workbooks:

  • Make common and repetitive tasks easier and less error-prone for users
  • Define processes and enable them to be run according to a schedule, when a record is updated, or when requested
  • Provide a faster, more consistent service with a library of pre-built scripts and samples
  • Deliver significant automation around how orders are processed by automatically entering multiple invoices from one order
  • Streamline the delivery of orders to customers by automatically allocating all the project cases or activities from a new order

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