In today’s fast-paced business environment, the ability to quickly and accurately configure, price, and quote (CPQ) services is crucial for maintaining a competitive edge. Workday’s Configure, Price, Quote solution is designed to streamline complex project billing and revenue recognition processes, enabling sales teams to deliver accurate quotes and tailored configurations more efficiently.

By integrating seamlessly with Workday’s comprehensive suite of enterprise management tools, like Workday PSA and Workday HCM, Workday CPQ enhances the sales workflow and ensures consistent, error-free pricing and product configurations for companies across the services industry.

This article discusses the key features and benefits of Workday CPQ and explores how it transforms the services quoting process, drives sales success, and improves customer satisfaction in organizations across modern services industries.

Navigating Connections Between Workday and Zimit

Zimit is a leading CPQ provider, offering intelligent solutions that connect with both the Workday Financial Management product and other CRM systems to help companies improve selling services and keep up with resource demand in real-time.

The Workday Zimit integration provides a centralized repository for quote and proposal data, empowering a seamless transition to Workday Professional Services Automation (PSA) and Revenue Management and improving overall demand forecasting accuracy.

With this integration, Workday customers can replace outdated spreadsheets with an easily configurable framework and rules-based guided selling and pricing tool to automate service proposals, streamline approvals, and enhance service efficiency.

Understanding the Workday Services CPQ Product

Workday Services Configure Price Quote (CPQ) software offers the speed, agility, and accuracy to revolutionize existing quote processes and improve collaboration across professional services organizations. With Workday’s CPQ product, service organizations can gain greater insight into resource demand, automate downstream opportunity-to-cash processes, and drive better service outcomes.

Key Capabilities of Workday’s CPQ Solution

  • Customizable product and service configurations to meet specific customer needs
  • Support for complex pricing models, including tiered pricing, volume discounts, and promotions
  • Automated pricing calculations based on predefined rules and discount structures
  • Real-time notifications and alerts to streamline the approval process
  • Customizable reports and dashboards for actionable insights into the sales pipeline
  • Unified data model for consistency across the organization’s systems
  • Tools for collaboration among sales teams, product specialists, and other stakeholders
  • Built-in compliance checks and audit trails to adhere to industry standards and regulations
  • Integration with Workday Financial Management, Inventory, and Procurement modules and other external CRM systems

What Sets Workday Services CPQ Apart?


By generating quotes that automatically capture data elements associated with current demand metrics, Workday’s CPQ product helps customers plan, forecast, and manage service projects more effectively.


Workday CPQ replaces manual spreadsheets with automated quoting to streamline the quoting process and improve data consistency across the organization.


Workday’s flexible framework allows customers to easily create, modify, and exchange service-related documents and ensure resources are allocated properly over time.


With a services CPQ solution tailored to specific business needs, customers can generate quotes based on roles, tasks, and project phases and effectively manage service projects.

Partnering with the Best

From outlining plans for a Workday implementation project to navigating complex integrations between Workday and non-Workday systems, automating project budgeting and forecasting, and everything in between, Surety Systems has you covered.

Our senior-level Workday consultants have the skills and experience to understand your needs, outline effective action plans, and prepare your internal teams for long-term success.

Contact Us

For more information about our Workday consulting services or to get started on a project with our team of expert consultants, contact us today.