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Multi-currency/Company/Tax

Configure which currencies to use, define exchange rates and periods. Select a home currency for global consolidation. Easily configure different rules and tax schemes for each legal entity and ensure compliance.

Workbooks gives you MORE.

More visibility.
More productivity.
More compliance.

Provide a seamless service to both your local or international customers when you pre-configure currency, tax or legal requirements in Workbooks:

Show local currency with up-to-date exchange rates
Automatically adapt all contracts and activities for local rules and tax laws with pre-set rules and currencies within the platform
Make reporting at a global level easy with local and home currencies available for each quote, contract, order and invoice
Review pipeline and sales revenue for a country, across a region or globally with a single click
Remove the complexity which can be associated with working with overseas customers whilst delivering the compliance and seamless service those customers expect
Give overseas customers global visibility into their sales activity and performance

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Improving sales order processing can positively impact the order-to-cash cycle and the customer experience. Workbooks offers out-of-the-box enhanced order processing functionality that helps you gain more efficiency throughout the entire sales order process.

Data quality

Workbooks provides a range of data deduplication and data quality tools which can be used directly inside the Workbooks CRM platform – ensuring your data always remains clean.

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CPQ

Configure, Price, Quote functionalities to simplify and automate complex quotation processes, empowering sales teams to build quotations quickly and accurately using a guided quotation process.

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