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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.

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

Want MORE?

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 help 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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