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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.

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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Improving sales order processing can positively impact the order-to-cash cycle and the customer experience. Workbooks offer out-of-the-box enhanced order processing functionality that help you gain 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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