Reference: Service CPQ Capabilities

You can view high-level feature descriptions for the capabilities in this product area.

Document Generation

The functionality supports automating the quote document generation process and provides the ability to:

Create, edit, copy, and inactivate document templates.

Manage and view quote configurations to determine which documents are generated for quotes.

Preview the document.

Regenerate and publish to print the document content.

Internal Quote Approvals

The functionality supports the ability to:

Configure business process to route quote for approvals.

Review, send back, and submit quotes.

Opportunity

The functionality supports the ability to:

Configure business processes to route opportunities for review or approval, and manage the workflow of project and customer contracts creation.

Create, edit, and import prospective business opportunities.

Report on opportunity projects.

Sync data between Workday and the Customer Relationship Management (CRM) tool.

Track and change the opportunity status.

View and manage all quotes for an opportunity.

Project and Contract Creation

Workday supports automating the creation of projects and contracts from quote data by configuring business processes. The functionality provides the ability to:

Convert an opportunity project to a billable project.

Create an opportunity project from a quote.

Create a customer contract from a quote.

Create a project plan from quote phases and tasks.

Create a resource plan and resource forecast from a quote.

Edit existing projects and approve changes.

Quote

The functionality supports the ability to:

Add phases, tasks, roles, and hours for roles to services.

Add sales items, expenses, and third party costs lines to a service.

Add services to a quote from a pre-configured services catalog.

Copy, change, edit, delete, and view quotes.

Copy, edit, or inactivate the services in the catalog and report on them.

Create quotes from external spreadsheets.

Create quotes from opportunities.

Create quotes from web services.

Merge multiple services with the same project hierarchy into a single project.

Prohibit discounts, and override rates and labor costs.

View or set discounts, margins, and price for the entire quote or each service.

Services Catalog

The functionality supports the ability to:

Add the pre-defined services to a quote.

Add the snippets to a service.

Create and manage a catalog of baseline services that can be used repeatedly as a starting point.

Create snippets by snippet category to pre-configure commonly used service-related document content and embed them into quote documents.

Edit the facets that sales specialists use to search the catalog.

Report on available service catalogs by project hierarchy, business unit, snippets, region, and catalog status.