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Quotations

Build professional looking quotations in a matter of minutes. Standardise terms & conditions, implement approval workflows. Help your sales team select the right products and services for each customer. Ensure consistent pricing and discounting.

Workbooks gives you MORE.

More accuracy.
More consistency.
More efficiency.

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Make sure your customers receive an experience with your quotes that is as positive and professional as it is at every other touchpoint with your firm with Workbooks:

  • Improve accuracy and professionalism by automating the quotation creation process
  • Build professional-looking quotations in a matter of minutes
  • Ensure consistency across all customer relationships by standardising terms and conditions
  • Be sure that each quote that goes out to a customer has been approved by the people who will need to deliver it by implementing approval workflows
  • Make it straightforward for your sales team to complete quotes with exactly what the customer needs by presenting the right products and services for each customer
  • Increase consistency of pricing and discounting across quotes and customers
  • Request and provide approval for exceptional discounts easily using a simple workflow

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