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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 Threekit?

Threekit is an AI sales agent built for enterprise manufacturers selling complex, configurable products. Trained on a manufacturer's own catalog, business rules, and product data, it helps dealers, end customers, professionals, and sales reps move from a complex catalog to a clear recommendation, a configured product, and a qualified next step. The platform offers two core products. The Sales Agent for CPQ handles complex product selection, configuration, and quoting — accepting natural language, voice memos, photos, drawings, and competitive quotes to generate configured products, proposals, budgetary pricing, and product-fit explainers. The Web Leads Agent engages inbound website visitors, qualifies buyer intent, and routes high-intent traffic to self-serve quoting, a dealer, or a sales rep. Key capabilities include an agentic visual configurator with real-time 3D visualization, rule-based configuration enforcement ensuring only valid builds are produced, real-time pricing calculations against price books and margin rules, photorealistic 3D and augmented reality rendering, seamless handoff to CPQ and ERP systems without re-keying, and shared collaboration deal rooms. Threekit integrates with Salesforce CPQ, Oracle CPQ, Infor, Configure One, SAP, Shopify, B2B commerce platforms, ERP systems, OMS, PIM, CMS, DAM, and CRM systems. It runs alongside existing infrastructure without requiring migration and deploys in 90 days. All recommendations are governed — no hallucinations, no competitor mentions, no cross-customer data sharing. The platform is ISO 27001 certified and includes a full admin, moderation, and analytics dashboard. It is available as a standalone portal, embedded in sales tools, or deployed on company websites. Threekit serves 150+ manufacturers across windows and doors, building materials, furniture, AV equipment, heavy equipment, and medical devices.

Media

Media

Integrations Supported

Advanced Public Safety Software (APS)
Configure One Cloud
Ellucian
FMI Works
Healthee
Infor CPQ
Oracle CPQ
PSQuote
Salesforce CPQ
Shopify
Siemens APM
TrustCloud
Workday Extend
Workday HCM
myairops

Integrations Supported

Advanced Public Safety Software (APS)
Configure One Cloud
Ellucian
FMI Works
Healthee
Infor CPQ
Oracle CPQ
PSQuote
Salesforce CPQ
Shopify
Siemens APM
TrustCloud
Workday Extend
Workday HCM
myairops

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Final pricing depends on client needs.
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

Threekit

Date Founded

2018

Company Location

United States

Company Website

www.threekit.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

CPQ

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

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Visual Configuration

2D Configuration
3D Configuration
CPQ Integration
Custom Pricing Options
Documentation
Dynamic Environments
Nonvisual Support
Saved Versions
Zoom In

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