The exact dynamic solution our company needed

What are the best aspects of this product?

Workbooks is a fast and reliable system, with amazing reporting tools to support our sales. Pipeline tracking is where the system becomes most helpful, because of the amazing reporting, invoicing, and processing leads. The quotation process is incredibly dynamic and fast, but the best part of it is definitely its professional appearance.

What aspects are problematic or could work better?

It doesn’t really allow you to format quotes and proposals to your needs, and restricts quotations. That means I would change certain elements, but not too many of them. One thing I would really like to see introduced is personalized template design, so I really hope developers will give me this opportunity.

What specific problems in your company were solved by this product?

Using the reporting tools has been amazing, and it allows us to keep track on all delegates and the templates they are designing. My admin account provides me with a dashboard view where I follow everything that is happening. What is really great is setting up templates, and duplicating them on subsequent quarters by clicking a single button. We heard somewhere that there are tools that can do this better, but we are still faithful to Workbooks.

Are you a current user of this product?

Yes