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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 RevOps?

Streamline your closing processes by implementing standardized quotes, efficient approval workflows, and clear pricing policies to empower teams and boost sales representatives' effectiveness. Create personalized agreement templates that have received prior approval, ensuring your sales teams can utilize them seamlessly. Instantly adjust to shifting business needs and requirements without any lag time. Eliminate the lengthy implementation periods of the past; with RevOps, your team can be up and running in just hours or days, compared to the weeks or months it previously took. Provide your sales representatives with the necessary flexibility while maintaining crucial structure in the deal-making process. Establishing approval workflows will promote teamwork and save your team precious time. Effortlessly distribute documents to anyone around the globe, enhancing your sales operations’ ability to flourish in the current remote and digital marketplace. By adopting this strategy, you not only increase efficiency but also ensure that your teams stay adaptable in an ever-evolving market landscape. This adaptability is key to not just survival but thriving in a competitive environment.

Media

Media

Integrations Supported

5X
Advanced Public Safety Software (APS)
Docusign
Ellucian
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
PSQuote
Salesforce
Siemens APM
Slack
Stripe
TrustCloud
Workday Extend
Workday HCM

Integrations Supported

5X
Advanced Public Safety Software (APS)
Docusign
Ellucian
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
PSQuote
Salesforce
Siemens APM
Slack
Stripe
TrustCloud
Workday Extend
Workday HCM

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$50 per user per month
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

RevOps

Date Founded

2018

Company Location

United States

Company Website

www.revops.io

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

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

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