Partner Resources

This is a collection of documents you can use in your daily work as a valued WorkBook Partner.

For documents marked as Available with login, please contact Karl Bryanton to get your copy.

Sales & Marketing

Demo script  
How to demo WorkBook to potential customers. Available with login
   
Fact sheets  
WorkBook overview fact sheet Download
Module fact sheet: Pipeline Management Available with login
Module fact sheet: Resource Planning Download
Module fact sheet: Project Management Available with login
Module fact sheet: Purchase Order Available with login
Module fact sheet: Vendor Invoice Handling Download
Module fact sheet: Time sheet Available with login
Module fact sheet: Time & Material Book Download
Module fact sheet: Mileage entry Download
Module fact sheet: Expense entry Download
Module fact sheet: Document Management Download
Module fact sheet: Invoicing Download
Module fact sheet: Price Quote Available with login
Module fact sheet: Price estimate Download
Module fact sheet: Project Planning Available with login
Module fact sheet: Job Book, Project list Download
Module fact sheet: Blog Download
Module fact sheet: Dynamics integration Download
Module fact sheet: Finance Module Available with login
Module fact sheet: Finance system integration Download
Module fact sheet: Multi Company Download
Module fact sheet: Reporting Available with login
Module fact sheet: Gantt Chart Download
Module fact sheet: Expenditures Download
Module fact sheet: Resources Book (Addresses & Contacts) Download
Module fact sheet: Detailed description Available with login
Module fact sheet: iPhone apps Download
Module fact sheet: Customer Portal Available with login
Module fact sheet: Dashboard Download
Module fact sheet: Microsoft Exchange integration Download
Module fact sheet: Access Roles for Rights Download
Module fact sheet: On-premise or hosting Download
Module fact sheet: Technical fact sheet Available with login
Module fact sheet: Key Functions & Technical Specifications Download
Module fact sheet: System Setup Download
Speaker slot templates Available with login
Opportunity list template Available with login
Seminar invite template Available with login
Seminar guideline Available with login
Price calculator template Available with login
WorkBook license contract template Available with login
Logo package Available with login
Sales pitch Powerpoint template Available with login
   

Partner Tools

 
Partner Progression Tool Available with login
   
Localising  
Guide to the WorkBook Translation System Available with login
   
Implementation  
Implementation guidelines Available with login
Data Migration fact sheet Available with login
Technical installation Available with login
Training material for end users Available with login
Evaluation form Available with login
   
Design guide  
WorkBook overview fact sheet Available with login

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