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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-native CPQ built for manufacturers. It serves sales teams, dealer networks and website visitors from a single product catalog and rule set, spanning verticals like building materials, furniture, heavy equipment, medical devices and industrial automation. Configuration can start from a description, photo, voice note or spec sheet. AI interprets the input, asks for missing details and narrows options while compatibility rules validate each selection. Pricing runs from the manufacturer's own price books, covering line-level adjustments, per-unit discounts and quote-total logic. Role-based controls hide or show MSRP, dealer cost, margin and other fields by user role. Quotes generate as PDFs with line items and can be locked, revised and shared. Threekit connects to Salesforce CPQ, Oracle CPQ, SAP, Shopify, ERP, OMS, PIM, CRM and DAM platforms, handing off configurations as JSON or XML. It deploys on web, API, iOS, Android, Windows and Mac.

Media

Media

Integrations Supported

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

Integrations Supported

Configure One Cloud
Infor CPQ
Oracle CPQ
Salesforce CPQ
Shopify

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Final pricing depends on client needs.

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
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

Not specified

Categories and Features

3D Configurator

Not specified

AI Sales Agents

Not specified

CPQ

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

Product Configurator

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

Virtual Photoshoot

Not specified

Visual Configuration

3D Configuration
CPQ Integration
Custom Pricing Options
Dynamic Environments
Zoom In

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