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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Accelerate your sales process with the top-tier quote-to-cash solution tailored for SaaS startups. Enable your customers to complete their purchases, sign agreements, and make payments effortlessly in a single, unified step while monitoring all essential metrics from a centralized dashboard. Replace cumbersome spreadsheets and traditional sales methods to focus on what truly matters: increasing sales and boosting revenue. Offer a customer experience akin to B2C transactions, positioning your software as the simplest option for clients to acquire. By keeping all critical revenue information consolidated, you can enhance your decision-making and propel your business forward. This streamlined approach not only simplifies transactions but also empowers you to capitalize on emerging opportunities 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

Screenshots View All

Integrations

Advanced Public Safety Software (APS) No 
Ellucian No 
FMI Works No 
Healthee No 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Sales Hub Yes 
PSQuote No 
QuickBooks Online Yes 
Siemens APM No 
Slack Yes 
Stripe Yes 
TrustCloud No 
Workday Extend No 
Workday HCM No 
Xero Yes 
myairops No 

Integrations

Advanced Public Safety Software (APS) Yes 
Ellucian Yes 
FMI Works Yes 
Healthee Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Sales Hub No 
PSQuote Yes 
QuickBooks Online No 
Siemens APM Yes 
Slack No 
Stripe No 
TrustCloud Yes 
Workday Extend Yes 
Workday HCM Yes 
Xero No 
myairops Yes 

Pricing Details

$500 per month
Billed annually
Free Trial No 
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 No 
Live Rep (24/7) No 
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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Salesbricks

Founded

2021

Country

United States

Website

www.salesbricks.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 

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation 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 

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