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What is Workday Services CPQ?

Say farewell to traditional spreadsheets, as Workday Services CPQ is tailored for efficiently quoting services and subscriptions. It boasts features such as guided selling, solution catalogs, and sophisticated price modeling capabilities. Users can quote services either separately or combine them into a single, comprehensive quote, achieving results up to ten times faster than before. The system automatically produces accurate proposals, statements of work, orders, and all related documentation, streamlining the quoting process significantly. As you build your quote, Workday Services CPQ intelligently assembles the required document content on the fly. Quote approvals can be expedited by establishing criteria based on various metrics, both financial and non-financial, including risk assessment, product type, practice area, and geographic region. This robust tool integrates flawlessly with existing CRM, PSA, and ERP software through bi-directional connections, enhancing overall functionality. We offer specialized integration packages for CRM and Workday, and our development team is always prepared to create additional integrations as necessary. The innovative features of Workday Services CPQ not only surpass traditional quoting practices but also significantly improve the user experience, enabling organizations to work more effectively and focus on driving innovation and growth. By adopting this state-of-the-art solution, you can revolutionize your business's quoting processes and foster a culture of efficiency and progress.

What is CX CPQ?

Imagine the significant increase in revenue that could be achieved if your customer-oriented teams had access to a more advanced and intelligent configuration, pricing, and quoting (CPQ) application that allows them to close contracts on the spot. This innovative CPQ tool boasts a wide array of features designed for product and service configuration, pricing determination, quote generation, and approval management, all while effortlessly integrating with your existing backend systems such as CRM, ERP, and customer support platforms. It transforms the creation of customized quotes and proposals for every sales opportunity into a straightforward task. Furthermore, the intelligent wizard feature enhances efficiency by automatically generating quotes based on insights drawn from previous customer interactions or similar projects, including relevant discounts and promotional offers. In doing so, the solution not only boosts operational efficiency but also significantly improves customer satisfaction and engagement, fostering stronger relationships with clients. Ultimately, investing in such a CPQ application could position your company to thrive in a competitive market.

Media

Media

Integrations Supported

Advanced Public Safety Software (APS)
Ellucian
PSQuote
Siemens APM
TrustCloud
Workday Extend
Workday HCM
myairops

Integrations Supported

Advanced Public Safety Software (APS)
Ellucian
PSQuote
Siemens APM
TrustCloud
Workday Extend
Workday HCM
myairops

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Workday

Date Founded

2005

Company Location

United States

Company Website

www.workday.com/en-us/products/financial-management/services-cpq.html

Company Facts

Organization Name

MobileForce Software

Company Location

United States

Company Website

mobileforcesoftware.com/products-cx-cpq/

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

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