SERVICES CONFIGURE, PRICE, & QUOTE (CPQ)
The only full-suite CPQ software built for services organizations.
Workday Services CPQ software was designed to streamline the quoting process for service businesses with improved efficiency, accuracy, and confidence.
What You Can Do
Efficient and accurate quotes.
Workday Services CPQ provides the quoting capabilities that service organizations need to accurately sign new businesses. Keep pace with automated downstream opportunity-to-cash processes and insight into resource demand.
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Integrated with CRM systems
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Centrally controlled quoting
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Automated proposal and draft contract creation
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Resource demand visibility
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Dynamic quote building
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Streamlined opportunity-to-cash process
What Sets Us Apart
Optimizing revenue and PSA starts with Workday Services CPQ.
See how Workday Services CPQ unites sales, services, internal operations, and finance to improve accuracy of the quoting and downstream opportunity cash processes.
A services CPQ solution for your needs.
Generate quotes based on roles, phases, tasks, rates, and other items specific to the services industry.
Close business faster.
Win more business by replacing spreadsheets with automated quoting for a more efficient, consistent, and accurate process.
Surface deeper insights.
Quotes help you better understand demand—allowing you to plan, forecast, and resource staffing more effectively.
Adapt as you go.
Dynamically create and edit quotes and related documents while keeping stakeholders in the loop.
A services CPQ solution for your needs.
Generate quotes based on roles, phases, tasks, rates, and other items specific to the services industry.
Close business faster.
Win more business by replacing spreadsheets with automated quoting for a more efficient, consistent, and accurate process.
Surface deeper insights.
Quotes help you better understand demand—allowing you to plan, forecast, and resource staffing more effectively.
Adapt as you go.
Dynamically create and edit quotes and related documents while keeping stakeholders in the loop.
Workday Services CPQ FAQs.
What is Workday Services CPQ?
Workday Services CPQ (configure, price, quote) is designed to address the quoting needs of professional services organizations.
How is Workday Services CPQ different from a product CPQ?
While most CPQ solutions are designed to quote products, Workday Services CPQ is uniquely designed to address quoting-service-centric scenarios, which demand very different capabilities—for example, project worker rates, availability, duration, and non-labor items such as travel.
What sets Workday Services CPQ apart?
Workday Services CPQ helps Workday users complete the opportunity-to-cash process by uniting services quoting with downstream processes such as projects, billing, revenue recognition, collections, reporting, and planning, leading to better project margins.
Is Zimit now Workday Services CPQ?
We acquired Zimit in 2021 and have replatformed it in Workday for a complete, more streamlined opportunity-to-cash process.
See how we help you succeed.