An accurate and professional quote not only makes it easier for a customer to buy from you, it also helps start the relationship in the right way, making it more likely to be a smooth, positive and long-term relationship that drives revenue and even recommendations for your firm.
Make customer purchases easier with professional quotes.
Add standardized terms, branding and logos for consistency across all quotes.
Ensure pricing and discounts are consistent and accurate.
Create workflows to get approval for quotes, discounts etc.
Make life easier for salespeople, create a quote at a click of a button.
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You don’t want your quotes to be inaccurate or look amateurish. Busy salespeople can rush them, and if creating a quote is complex and long-winded, they are more likely to get details wrong.
With Workbooks CRM you can build professional looking quotations in a matter of minutes. The system allows you to standardize terms & conditions so you can ensure consistency across all customer relationships. You can implement approval workflows to be sure that each quote that goes out to a customer has been approved by the people who will need to deliver it.
The CRM platform will present the right products and services for each customer, so it’s straightforward for your sales team to complete quotes with exactly what the customer needs. Pricing and discounting will be consistent across quotes and customers. Approval for exceptional discounts can be requested and given easily, via a simple workflow.
In summary, you can be confident that your customers will receive an experience with your quotes that is as positive and professional as it is at every other touchpoint with your firm.
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.
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.