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Order creation & processing

Turn quotes into orders with a single click. Track the status of orders as they are fulfilled and invoiced. Use electronic signatures for speedy and reduced paperwork.

Workbooks gives you MORE.

More visibility.
More traceability.
More agility.

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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

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