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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

One of the key advantages of this feature is that your organization will consistently access the latest pricing information, models, and options from manufacturers within the program. Thanks to our strong partnerships with manufacturers, we can efficiently implement automated updates for price books and manufacturer data, eliminating any uncertainty about whether you’re generating quotes and orders based on accurate information and pricing. These updates are regularly integrated into the software, and often, they are available on the same day as the manufacturer’s release. Moreover, SRA ensures that any software improvements and changes are automatically updated, allowing you to benefit from the latest version and features available. Beyond just manufacturer and software updates, SRA also provides the capability to remotely distribute and refresh dealer data and media for all users within your organization, enhancing overall functionality and user experience. This ensures that your team's workflow remains seamless and efficient, minimizing disruptions that could arise from outdated information.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Advanced Public Safety Software (APS)
Ellucian
PSQuote
Siemens APM
TrustCloud
Workday Extend
Workday HCM

Integrations

Advanced Public Safety Software (APS)
Ellucian
PSQuote
Siemens APM
TrustCloud
Workday Extend
Workday HCM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Yosemite Software Solutions

Founded

1994

Country

United States

Website

yosemitesoftware.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
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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