Most organisations are looking for easy ways to manage the whole sales process from opportunities and pipeline to quoting.
For many, quotation forms a major part of their day to day workflows. In many cases this means spending time at their desks manipulating software so quotes look good – with the correct logos and layout – and puzzling their way through offers, deals and so on. It’s all time away from what they should be focused on ie speaking to customers.
Workbooks CRM can help make the quotation process easy and smooth.
Create Quotations from Opportunities in a single click.
Create PDF or Email quotations including images, logos etc.
Create multiple templates with different layouts for different purposes.
Implement discount and pricing approval workflows.
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