Quote Professional Services, Managed Services, Software-as-a-Service, Hardware-as-a-Service, Everything-as-a-Service

Ditch the spreadsheets. If it’s a service or subscription, Zimit is designed to quote it.

CPQ for Professional Services solution
Trusted By Industry Leaders

CPQ Built for the Services Economy

From guided selling to solution catalogs, price modeling, and more, Zimit is designed for service and subscription quoting.

Faster Quotes

Quote services separately or combine them on one quote — and do it 10x faster.

Automated Sales Documents

Automatically create accurate proposals, SOWs, orders, or any quote-related document. Zimit dynamically builds document content as you build your quote.

Simple Approvals

Route quote approvals based on financial or non-financial metrics, like risk, product, practice, region, and more.

Seamless Integration

Zimit bi-directionally connects with CRM, PSA, and ERP software.

Zimit Plugs Right In

Zimit is built for integration. Our APIs integrate to all leading
CRM, PSA, and ERP applications.

Integrate CPQ for Services with your CRM and PSA

We Offer Integration Packages

We offer integration packages for FinancialForce, Salesforce and Workday. And our development team can build new integrations as needed.

Salesforce

Synchronize Users, Accounts, Opportunities, Cases, Products and more with Quotes in Zimit for a seamless sales experience.

Workday

Synchronize Projects, Roles, Rates, Sales / Expense / Purchase Items, Customer Contracts, Resource Requests and more with Zimit.

FinancialForce

Synchronize Projects, Roles, Rates, Sales / Expense / Purchase Items, Customer Contracts, Resource Requests and more with Zimit.

The Missing Link in Services: Quoting

A TSIA blog, “Top 6 Professional Services Challenges”, describes the…
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Zimit and CLD Announce Partnership

Zimit and CLD Partners are pleased to announce their partnership.…
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CPQ for Services: The Spreadsheet Killer

Learn how Services CPQ can radically simplify your sales process.
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Zimit Completes Workday Approved Integration

BOCA RATON, Fla., Sept. 1, 2020 – Zimit, a Workday (NASDAQ: WDAY) Ventures software partner, today…
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See Zimit in Action