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Description

DealHub's award winning CPQ, CLM & remote Selling platform allows sales teams to have a personal dialogue with prospects all the way through their buying journey. DealHub users can benefit from real-time buyer intentions and sales insights throughout the entire sales process. This allows them to have faster time-to revenue and differentiate themselves from their competitors. The DealHub Platform offers: Guided Selling Playbooks Configure-Price-Quote (CPQ) Subscription Management Customer Contract Lifecycle Management (CLM). Digital DealRooms Dynamic Content Generation Real-time Buyer Intent and Insights E-signature DealHub is natively available within the CRM (Microsoft Dynamics Salesforce and Freshsales).

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
FMI Works
Freshsales
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
PSQuote
RevOnyx
Salesforce
Siemens APM
Sugar Sell
Togai
TrustCloud
Workday Extend
Workday HCM
Zenskar
myairops

Integrations

Advanced Public Safety Software (APS)
Ellucian
FMI Works
Freshsales
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
PSQuote
RevOnyx
Salesforce
Siemens APM
Sugar Sell
Togai
TrustCloud
Workday Extend
Workday HCM
Zenskar
myairops

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

DealHub.io

Founded

2013

Country

Austin, Texas

Website

dealhub.io

Vendor Details

Company Name

Workday

Founded

2005

Country

United States

Website

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

Product Features

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

CPQ

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

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

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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