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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 KEBS?

KEBS.ai is an AI-native Professional Services Automation platform built to help service-based businesses connect sales, delivery, people, and financials in one unified system. Designed for mid-market and enterprise professional services organizations, KEBS.ai provides end-to-end visibility across the Quote-to-Cash lifecycle, from the initial customer opportunity and quotation to project execution, resource management, time tracking, billing, and revenue realization. Professional services organizations often rely on disconnected tools and spreadsheets across CRM, project management, resource planning, and finance. This fragmentation makes it difficult to understand whether projects are truly profitable, whether teams are being utilized effectively, and whether revenue is being captured accurately. KEBS.ai addresses these challenges by bringing critical operational and financial data together on a single platform. The platform enables organizations to manage opportunities and quotes, plan and monitor projects, allocate resources, track employee capacity and utilization, manage project financials, automate billing workflows, and improve revenue forecasting. Its AI-powered capabilities provide actionable intelligence to identify delivery risks, utilization gaps, billing opportunities, revenue leakage, and potential margin erosion. KEBS.ai is built for leaders and teams responsible for growing and delivering profitable professional services, including CEOs, CFOs, COOs, Sales Leaders, Delivery Heads, Project Managers, Resource Managers, and Finance teams. By connecting commercial commitments with delivery execution and financial outcomes, the platform helps organizations make faster, more informed decisions. With KEBS.ai, professional services companies can move beyond fragmented operational management and gain a connected view of their business, helping them improve resource utilization, protect project margins, accelerate billing, reduce revenue leakage, str

Media

Media

Integrations Supported

Advanced Public Safety Software (APS)
Ellucian
FMI Works
GROW with SAP
Healthee
Jira
Microsoft Dynamics 365
Microsoft Teams
PSQuote
QuickBooks Enterprise
SAP SuccessFactors
Salesforce
Siemens APM
Tally
TrustCloud
Workday Extend
Workday HCM
Zoho CRM
myairops

Integrations Supported

Advanced Public Safety Software (APS)
Ellucian
FMI Works
GROW with SAP
Healthee
Jira
Microsoft Dynamics 365
Microsoft Teams
PSQuote
QuickBooks Enterprise
SAP SuccessFactors
Salesforce
Siemens APM
Tally
TrustCloud
Workday Extend
Workday HCM
Zoho CRM
myairops

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

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

KEBS AI

Date Founded

2018

Company Location

United States

Company Website

kebs.ai/

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

OKR

Benchmarking
Feedback Management
Goal Management
KPIs
Prioritization
Progress Tracking
Strategic Planning

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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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