Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CPQLite is an efficient Configure, Price, Quote (CPQ) solution that is embedded within Salesforce, aimed at improving the sales workflows for businesses that handle intricate product lines. One of its primary features is: Product Configuration: This allows sales teams to tailor products or services according to customer specifications while adhering to established business rules and technical limitations. Accurate Pricing: CPQLite streamlines the enforcement of pricing policies, manages discount approvals, and applies volume-based pricing, which promotes both consistency and profitability. Quote Generation: The tool facilitates the swift production of flawless quotes that can be shared with clients using customizable templates. Salesforce Integration: CPQLite integrates effortlessly with Salesforce entities such as Opportunities, Accounts, and Products, simplifying data management for users. Guided Selling: Through intelligent recommendations, CPQLite assists sales representatives in selecting the most appropriate product configurations and pricing strategies. Additionally, this comprehensive approach helps in accelerating the overall sales cycle, enabling companies to respond to customer needs more effectively.

Description

Say goodbye to spreadsheets. Workday Services CPQ is specifically designed for quoting services and subscriptions, offering features like guided selling, solution catalogs, and advanced price modeling. You can quote services individually or merge them into one comprehensive quote, accomplishing the task up to ten times faster. The system automatically generates precise proposals, statements of work, orders, and any document related to quotes. As you create your quote, Workday Services CPQ dynamically assembles the necessary document content. You can streamline quote approvals by setting criteria based on various financial and non-financial metrics such as risk, product, practice, and region. This powerful tool integrates seamlessly with CRM, PSA, and ERP software through bi-directional connections. We provide integration packages tailored for CRM and Workday, and our development team is ready to create additional integrations as needed. The transformative features of Workday Services CPQ go beyond conventional quoting methods, enhancing user experience and enabling organizations to operate more efficiently, thus allowing them to focus on innovation and growth. Embrace this cutting-edge solution to elevate your business quoting processes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Advanced Public Safety Software (APS) No 
Ellucian No 
FMI Works No 
Healthee No 
PSQuote No 
Siemens APM No 
TrustCloud No 
Workday Extend No 
Workday HCM No 
myairops No 

Integrations

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

Pricing Details

$25 USD/user/month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Solunus Technologies

Founded

2014

Country

United States

Website

solunus.com

Vendor Details

Company Name

Workday

Founded

2005

Country

United States

Website

www.workday.com/en-us/products/financial-management/services-cpq.html

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

Alternatives

Csmart CPQ Reviews

Csmart CPQ

Covalense Digital Solutions
TurboQuote Reviews

TurboQuote

TurboDocx