See Workbooks in action
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Get clear dashboards and analytics
Automated campaigns and customer journeys
Accurately monitor, forecast, and plan your sales
Manage invoices, contracts and order from one tool
Boost productivity and drive your sales process
Manage projects, track revenue and budget
Join us in our next drop-in webinar to improve your Workbooks knowledge and get your questions answered by our support team.
Each session focuses on a specific area of Workbooks. In this session, we’ll be looking at DocuSign and Adobe Sign, including:
• Requirements for setting up the integration
• Installing the DocuSign and Adobe Sign plugins
• Types of documents that can be used
• Mapping Workbooks fields to your documents
Our next session will dive into some more advanced Reporting formulae allowing you to get more out of your reports.