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Description
Dextara CPQ Software is created by Dextara Digital, a digital transformation service provider and premium Salesforce consulting and implementation partner based in the United States. This CPQ solution is fully integrated with Salesforce and aims to meet the specific needs of businesses and their customers by offering enhanced hyper-personalization features for configuration, pricing, and quoting.
In today's market, customers increasingly demand tailored and individualized products or services. As a result, businesses must implement solutions that enable this level of personalization while also ensuring that they have a clear understanding of how to set rules for configuring, pricing, and quoting their offerings. Therefore, effective management of these rules in the engine is crucial for delivering the desired customer experience.
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
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
Contact Sales Team
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
Yes
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
Yes
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
Dextara Digital
Founded
2019
Country
United States
Website
www.dextara.com/cpq
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
