Contracts are an important part of your sales process. They are one of the first documents your customers see from your firm, and they are also one of the longest lasting. It’s important to get contracts right.
Simplify contract creation.
Ensure accuracy and compliance.
Avoid mistake and create a lasting impression with templates.
Get notifications when contracts are about to expire.
Trigger approval workflows.
Streamline contract review.
Get easily access to contracts from within an organization record in Workbooks.
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Too many contracts are inaccurate, unbranded and amateurish. Sometimes salespeople rush them and make mistakes.
Workbooks CRM allows you to create customizable templates so your proposals and contracts look the way you want. You can include your branding and adjust all the elements to make it a document that clients will look at and be impressed by. Avoid mistakes by making the contract creation an automated process so that fields get populated automatically from the information in your CRM. Workbooks allow you to easily edit contract and change terms.
Furthermore, Workbooks CRM helps you manage contract renewals. It automatically notifies you when a contract is due to expire so you can take the appropriate actions early, and avoid your customers falling out of contract. You can build workflows in Workbooks that trigger internal approvals or communications with the customer at a timely point in their contract (to drive renewal). All documentation linked to the contract and the contract itself are easily accessible by all customer facing staff within the relevant account record in Workbooks CRM. E-signature is available to speed up the approval process and make life easier for your customers.
Workbooks CRM not only enhances your customer experience but also protects and builds your firm’s revenue.
And you can also use Workbooks to store contracts with your own suppliers and partners, so you have full history and visibility of contract details and you yourself never fall out of contract with a supplier.
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.
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.
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.
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.
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.
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.
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.