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