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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 Dayshape?

Dayshape provides cutting-edge resource management software that empowers organizations to attain remarkable achievements. Endorsed by the Big Four and numerous leading professional services firms worldwide, Dayshape uniquely integrates advanced AI, real-time financial insights, and comprehensive firm-wide analytics, transforming resource management into a pivotal strategic function. With extensive connectivity, Dayshape seamlessly integrates into existing systems and is distinguished as the sole resource management vendor offering a packaged solution for Workday, designed to navigate complexities and scale alongside your firm. By fostering profitable growth, facilitating informed decision-making, and ensuring client and team satisfaction, we assist our customers in cultivating resilient organizations and advancing their careers for the future. Ultimately, Dayshape not only enhances operational efficiency but also strengthens the foundation for sustainable success.

Media

Media

Integrations Supported

Workday Extend
Advanced Public Safety Software (APS)
CCH iFirm
CatalystOne
Deltek Maconomy
Ellucian
Flowcase
IRIS Accountancy Suite
Microsoft Dynamics 365
Oracle PeopleSoft
PSQuote
SAP Cloud Platform
Salesforce
Siemens APM
TrustCloud
Workday HCM

Integrations Supported

Workday Extend
Advanced Public Safety Software (APS)
CCH iFirm
CatalystOne
Deltek Maconomy
Ellucian
Flowcase
IRIS Accountancy Suite
Microsoft Dynamics 365
Oracle PeopleSoft
PSQuote
SAP Cloud Platform
Salesforce
Siemens APM
TrustCloud
Workday HCM

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

Dayshape

Date Founded

2013

Company Location

United Kingdom

Company Website

dayshape.com

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

Calendar

Calendar Sync
Collaboration Tools
Multi-Device Support
Reminders
Room Booking
Scheduling
Task Manaagement

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

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Workforce Management

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

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