Order creation & processing

Get tremendous visibility into what your customers are buying, when and how, putting you more in control with Workbooks:

• Identify which orders need sales focus to turn into billings by tracking the status of all your orders and invoices
• Make sure that the percentage of quotes turning into orders increases by delivering alerts to the right people at the right time for them to chase the customer
• Turn quotes into orders with a single click with the ability to create professional PDFs to send to your customers
• Speed up contract signing and return and save on paper and print costs with electronic signatures
• Make sure everyone in your organisation knows what is happening with the order, and crucially what they need to do to deliver them by creating activities and notes against orders
• Make sure orders are fulfilled and invoiced by tracking the status of orders as they are fulfilled and invoiced