Order Processing - Workbooks CRM

Process and deliver sales orders efficiently, from initial quotes to contracts, orders and invoices. Improve forecasting and collect cash faster.

Easily create and deliver accurate sales quotes.
Once approved, generate contracts and orders.
Integrating digital signatures for an easy buying experience.
Sync the information with your financial, ERP systems for maximum visibility and efficiency.

CRM FEATURES FOR ORDER PROCESSING

SUPPLIER MANAGEMENT

Track all suppliers and their specific pricing. Apply rules and use schemes to drive accuracy. Track all communications against orders. Create supplier contracts and manage on-boarding processes, incl. risk assessments and quality audits.

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.

ORDER CREATION & PROCESSING

Turn quotes into orders with a single click. Track the status as they are fulfilled and invoiced. Use electronic signature for speed and reduced paperwork. Create orders directly from opportunity or quote records.

CONTRACT MANAGEMENT

Generate branded proposals and contracts. Use customisable templates so your proposals and contracts look the way you want. Incorporate electronic signatures for an easier buying experience.

AUTOMATION

Create multiple invoices from an order. Create project cases or activities from orders to manage the delivery of services. Automate repetitive tasks and remove the admin burden associated with quotes, CPQ, order etc.

ORDER FULFILLMENT

Track the status of orders and individual line items on orders. Automatically create supplier purchase orders and invoices with a single click. Create customer contracts directly from orders.

MULTI-CURRENCY / COMPANY / TAX

Configure which currencies to use, define exchange rates and periods. Select a home currency for global consolidation. Easily configure different rules and tax schemes for each legal entity, thus ensuring compliance.

REAL-TIME REPORTING

Easily review quotes expiring this week, quotes for approval, open orders, outstanding invoices etc. Give sales real-time visibility. Track order performance by sales rep or team to manage commissions. Quickly recognise revenue.

SUBSCRIPTIONS & RENEWALS

Automatically remind customers when their contracts are due for renewal. Identify renewal rates and predict future subscription levels. Automate the invoicing process, create and manage subscriptions with flexible terms, and collect payments.