What is Services CPQ?

From initial discovery to final approval, WorkRails Services CPQ automates and streamlines the end-to-end services sales process, creating an intuitive and frictionless services discovery, quoting, and document generation experience.

What is
Services CPQ?

From initial discovery to final approval, WorkRails Services CPQ automates and streamlines the end-to-end services sales process, creating an intuitive and frictionless services discovery, quoting, and document generation experience.

The Power of Services CPQ

Services CPQ is not just a tool; it’s a game-changer. Revolutionize how you do business by creating a hyper-optimized end-to-end services sales process

91% Increase

Embrace the power of automation and witness a staggering 91% increase in your operational efficiency. Watch your sales attach rates soar and customer satisfaction reach new heights as you book with precision and speed like never before.

Save 4-6 Weeks

Imagine reducing your sales cycle by 4-6 weeks. Our CPQ solution makes this a reality. By significantly shortening the time needed for complex service quotes, you free up valuable time to focus on growth and innovation.

15% Increase

By increasing services quoting velocity and SOW accuracy, and reducing the resources needed to effectively sell and get SOWs approved, WorkRails increases services margin by 15% on average in the first year alone…and it only gets better from there.


Services CPQ Supports Top Tech Companies

Services CPQ: Your All-in-One Service Selling Solution

WorkRails guides your sales rep, CS reps, partners, or even customers through the entire sales motion, from initial discovery all the way to final approval.

Choose the Right Services

Use a guided discovery model to assess customer needs, and choose the right services every time.

Build Custom Offerings

Assemble even the most complex services intuitively with our advanced configuration logic.

Approve SOWs in Minutes

Using our approval workflow tools, documents can be generated and approved in a matter of clicks.

Sales Team Integration

Put Services CPQ On Your Existing Tech Stack

Connect to platforms you already know and love. Sync critical data from wherever you manage your team’s workflow (Product CPQs, CRMs, PSAs, ERPs, etc). Whatever system you use, WorkRails Services CPQ integrates with it.

Here’s What Our Clients Are Saying

The automation that WorkRails added to our Services Sales process allows us to generate accurate and visually pleasing custom SOWs with a few clicks and instantly create Opps, Orders, and Staffing, resulting in huge time savings for our team.”

Krisztián Csobályka

R&D Post-Implementation Services Manager , Veeva

No one is doing what WorkRails is doing. None of the other vendors we looked at were even close to what we could get with WorkRails. WorkRails has been a game changer for us.”

Katie Carpenter

VP Professional Services , Smarsh

WorkRails has helped us optimize how we interact with our customers. We have not only reduced the time it takes to get from customer request to signature, but we have also reclaimed valuable time once spent on manual processes. We can now devote that time to what counts—improving customer engagement and experience.”

Bill Porter

Director of Professional Services , Ceridian

Ready to Get To Work with WorkRails?

Find out how your team can increase revenue, reduce churn, and sell services faster by taking an eCommerce approach to selling services with WorkRails.