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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

IRIS Practice Engine empowers you to anticipate the future with assurance. Our cloud-based management software provides the insight and confidence necessary for making informed business choices. With over 20 years in the industry, IRIS Practice Engine has supported numerous practices in expanding their operations by boosting efficiency and enhancing client interactions. Throughout the years, the company has consistently adapted and upgraded its software to align with the evolving demands of the accounting sector. At IRIS Practice Engine, we understand your desire to be a progressive, expanding firm, free from the limitations imposed by outdated technology and workflows. To achieve that, you require a comprehensive solution to oversee your firm effectively. Unfortunately, traditional software often lacks the essential features and functionalities you seek, leading to feelings of frustration and hindrance in your growth. This is where IRIS Practice Engine steps in, offering you the tools you need to thrive in a competitive landscape.

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 
PSQuote No 
QuickFee Yes 
Siemens APM No 
TrustCloud No 
Virtual Cabinet Yes 
Workday Extend No 
Workday HCM No 
myairops No 

Integrations

Advanced Public Safety Software (APS) Yes 
Ellucian Yes 
FMI Works Yes 
Healthee Yes 
PSQuote Yes 
QuickFee No 
Siemens APM Yes 
TrustCloud Yes 
Virtual Cabinet No 
Workday Extend Yes 
Workday HCM Yes 
myairops Yes 

Pricing Details

No price information available.
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 Yes 
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 No 
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

IRIS

Founded

1980

Country

United States

Website

www.irisglobal.com/products/accounting-practice-management/iris-practice-engine/

Vendor Details

Company Name

Workday

Founded

2005

Country

United States

Website

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

Product Features

Professional Services Automation

Billing & Invoicing Yes 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management Yes 
Portfolio Management No 
Project Management Yes 
Proposal Generation No 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

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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