Quotations2019-10-09T14:51:24+01:00

SALES QUOTATIONS

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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CRM for Quotations

CRM from Workbooks simplifies the process so you can easily create professional, high quality and accurate quotes.

You can create quotes to show your customers the prices of the products and services that you offer. You can create a set of quotes to show different combinations of products, discounts, and quantities so customers can compare prices. And you can add products as needed to keep your quotes up to date. You can create quotations from opportunities in a single click.

Workbooks CRM allows you to standardise terms and conditions, control discounting and ensure quotations are followed-up effectively, so no opportunities are missed.

Whatever images or logos you want on your quotes (and invoices), you can set up Workbooks so they’re on there automatically. It’s all part of providing a seamless, high quality experience for your customers so they keep coming back and recommend you again and again.

Most organisations have a handful of common types of invoices they need to send out, so Workbooks lets you set up templates for each of these, further streamlining the process. It also speeds it up by putting in place workflows for discount and pricing approval workflows. Where in the past you had to spend days going back and forth with colleagues to gain approval for discounts or other price alterations, with Workbooks in place, it all happens in minutes.

With embedded Configure-Price-Quote (CPQ) functionality, your sales teams can quickly determine the right solution for customers. They can easily produce quotes and then process and track the status of orders, invoices and payments – all from within Workbooks CRM – giving them a view of the entire ‘lead-to-cash’ process.

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CRM SALES FEATURES