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.
Integrations
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Run the whole job in one app
Instead of juggling paper notes, scattered texts, and separate spreadsheets, FieldVibe brings your entire workday workflow together into one simple interface:
- Free business website & work requests: Publish a clean, mobile-optimized page to showcase your services, collect client work requests 24/7, and generate new leads without paying web designer or hosting fees.
- Job quoting: Build professional estimates with custom pricing in seconds. Send them via text or email, and turn accepted quotes into scheduled visits with just two taps.
- Job scheduling: FieldVibe takes the hassle out of job scheduling with clean daily calendar views, quick visit status updates (Completed, Cancelled, No-Show), and read-only offline access in the field.
- Automated text messages: Send tap-to-send reminders from your own phone number on free accounts, or automated text messages on paid plans to protect your daily revenue by cutting client no-shows.
- Client history: Keep job notes, client contact details, before-and-after photos, timelogs, and customer signatures safely backed up in the cloud.
- Invoicing & online payments: Turn completed jobs or approved quotes into clean invoices in seconds, collect payments on site, and track revenue effortlessly.
- Review collection: Automatically ask happy clients for feedback via text and turn 5-star ratings into branded social media images to win more local jobs.
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Company Facts
Company Name:
Workday
Date Founded:
2005
Company Location:
United States
Company Website:
www.workday.com/en-us/products/financial-management/services-cpq.html
Product Details
Deployment
SaaS
Training Options
Documentation Hub
Webinars
On-Site Training
Support
Standard Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English