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Quotations

Easily create professional, high quality and accurate quotes with just a click.

Workbooks gives you MORE.

More visibility.
More traceability.
More consistency.

Give your customers a seamless, high-quality experience so they keep coming back and recommend you again and again with Workbooks:

Create a set of quotes to show different combinations of products, discounts, and quantities so customers can compare prices
Add products as needed to keep your quotes up to date
Standardise terms and conditions, control discounting and ensure quotations are followed-up effectively, so no opportunities are missed
Set up templates with different layouts for different purposes for each of the common types of invoices you need to send out
Speed up the process by putting in place workflows for discount and pricing approval
Quickly determine the right solution for customers with embedded Configure-Price-Quote (CPQ) functionality
Easily produce quotes and then process and track the status of orders, invoices and payments
Create PDF or email quotations and automatically include images or logos you want on quotes and invoices

Want MORE?

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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