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Average Ratings 0 Ratings
Description
Configure to WIN is a software solution focused on quote management and pricing governance intended for B2B organizations that deal with intricate products, services, pricing regulations, rebates, and approval processes. This platform enables sales, pricing, finance, and management departments to streamline commercial quote decisions within a cohesive workflow. It integrates product and pricing information, various currencies, quote line items, adjustable metrics, and approval protocols to effectively compute commercial results, pinpoint anomalies, and facilitate uniform approval choices.
Specifically tailored for teams seeking greater control compared to basic quoting or proposal tools, it avoids the expense and intricacies associated with large-scale enterprise CPQ systems. By using this platform, businesses can enhance the speed of their quotes, safeguard profit margins, minimize manual verification, and ensure that pricing and approval processes are more transparent. Additionally, the software provides a complimentary Quote Performance Scan that allows teams to assess their quoting maturity level in roughly three minutes, offering valuable insights for improvement.
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
No images available
Integrations
Advanced Public Safety Software (APS)
Ellucian
FMI Works
Healthee
PSQuote
Siemens APM
TrustCloud
Workday Extend
Workday HCM
myairops
Integrations
Advanced Public Safety Software (APS)
Ellucian
FMI Works
Healthee
PSQuote
Siemens APM
TrustCloud
Workday Extend
Workday HCM
myairops
Pricing Details
$499/month
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
Configure to WIN
Founded
2026
Country
Netherlands
Website
configure.win
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