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Order creation & processing

Turn quotes into orders with a single click. Track the status as they are fulfilled and invoiced. Use electronic signature for speed and reduced paperwork. Create orders directly from opportunity or quote records.

Workbooks gives you MORE.

More visibility.
More traceability.
More control.

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Make sure your customers can receive their product or service to the standard and timeline they expect with Workbooks:

  • Turn quotes into orders instantly, with a single click
  • Dramatically reduce the scope for error when all order information is simply relayed from the accepted quote in the CRM
  • Increase traceability and transparency with all customer communications before and during the buying process stored and attached to the order
  • Ensure your buying process is seamless and timely by eliminating manual data input, and filling in paperwork
  • Increase visibility and control, which means fewer mistakes, and happier customers when you can track the status of each order throughout the process until it is fulfilled and invoiced

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