Easily create professional, high quality and accurate quotes with just a click.

Workbooks gives you MORE.

More visibility.
More traceability.
More consistency.

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Give your customers a seamless, high-quality experience so they keep coming back and recommend you again and again with Workbooks:

  • Create a set of quotes to show different combinations of products, discounts, and quantities so customers can compare prices
  • Add products as needed to keep your quotes up to date
  • Standardise terms and conditions, control discounting and ensure quotations are followed-up effectively, so no opportunities are missed
  • Set up templates with different layouts for different purposes for each of the common types of invoices you need to send out
  • Speed up the process by putting in place workflows for discount and pricing approval
  • Quickly determine the right solution for customers with embedded Configure-Price-Quote (CPQ) functionality
  • Easily produce quotes and then process and track the status of orders, invoices and payments
  • Create PDF or email quotations and automatically include images or logos you want on quotes and invoices

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