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SERVICES CONFIGURE, PRICE & QUOTE (CPQ)

The only full-suite CPQ software built for services organisations

Âé¶¹´«Ã½ Services CPQ software was designed to streamline the quoting process for service businesses with improved efficiency, accuracy and confidence.

Âé¶¹´«Ã½ Services CPQ (Configure, Price, Quote) dashboard showing data tables for Opportunities Review and Quote Analysis.
Âé¶¹´«Ã½ Services CPQ (Configure, Price, Quote) dashboard showing data tables for Opportunities Review and Quote Analysis.

What You Can Do

Efficient and accurate quotes

Âé¶¹´«Ã½ Services CPQ provides the quoting capabilities that service organisations need to accurately sign new businesses. Keep pace with automated downstream opportunity-to-cash processes and insight into resource demand.

KEY CAPABILITIES
  • Integrated with CRM systems

  • Centrally controlled quoting

  • Automated proposal and draft contract creation

  • Resource demand visibility

  • Dynamic quote building

  • Streamlined opportunity-to-cash process

What Sets Us Apart

Optimising revenue and PSA starts with Âé¶¹´«Ã½ Services CPQ

See how Âé¶¹´«Ã½ Services CPQ unites sales, services, internal operations and finance to improve accuracy of the quoting and downstream opportunity cash processes.

Âé¶¹´«Ã½ Services CPQ: Create Quote input screen
Âé¶¹´«Ã½ Services CPQ: Quote cost detail screen
Âé¶¹´«Ã½ Services CPQ: Resource forecast
Âé¶¹´«Ã½ Services CPQ: Project contract billing work area

A services CPQ solution for your needs

Generate quotes based on roles, phases, tasks, rates and other items specific to the services industry.

Close business faster

Win more business by replacing spreadsheets with automated quoting for a more efficient, consistent and accurate process.

Surface deeper insights

Quotes help you better understand demand ¨C allowing you to plan, forecast and resource staffing more effectively.

Adapt as you go

Dynamically create and edit quotes and related documents while keeping stakeholders in the loop.

Âé¶¹´«Ã½ Services CPQ: Create Quote input screen

A services CPQ solution for your needs

Generate quotes based on roles, phases, tasks, rates and other items specific to the services industry.

Âé¶¹´«Ã½ Services CPQ: Quote cost detail screen

Close business faster

Win more business by replacing spreadsheets with automated quoting for a more efficient, consistent and accurate process.

Âé¶¹´«Ã½ Services CPQ: Resource forecast

Surface deeper insights

Quotes help you better understand demand ¨C allowing you to plan, forecast and resource staffing more effectively.

Âé¶¹´«Ã½ Services CPQ: Project contract billing work area

Adapt as you go

Dynamically create and edit quotes and related documents while keeping stakeholders in the loop.

Âé¶¹´«Ã½ Services CPQ FAQs

What is Âé¶¹´«Ã½ Services CPQ?

Âé¶¹´«Ã½ Services CPQ (configure, price, quote) is designed to address the quoting needs of professional services organisations.

While most CPQ solutions are designed to quote products, Âé¶¹´«Ã½ Services CPQ is uniquely designed to address quoting-service-centric scenarios, which demand very different capabilities ¨C for example, project worker rates, availability, duration and non-labour items such as travel.

Âé¶¹´«Ã½ Services CPQ helps Âé¶¹´«Ã½ users complete the opportunity-to-cash process by uniting services quoting with downstream processes?such as projects, billing, revenue recognition, collections, reporting and planning,?leading to better project margins.?

We acquired Zimit in 2021 and have replatformed it in Âé¶¹´«Ã½ for a complete, more streamlined opportunity-to-cash process.

See how we help you succeed

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