SERVICES CPQ SOFTWARE
Close deals 9x faster
BigTime Services CPQ (formerly WorkRails) automates scoping, pricing, resource allocation, and quotes for professional services—so your teams close deals faster, with fewer errors and less manual lift.
What sets BigTime Services CPQ apart
Increase operational efficiency by up to 91%
Reduce your sales cycle by up to 6 weeks
Grow your services margin by 15% in year one
Assemble your services into an eCommerce-style catalog
With BigTime Services CPQ, you can create a Services Catalog that makes it easy to find, configure, and quote the right offering—fast.
- Help reps quote up to 9x faster with a simple, intuitive UI
- Templatize service packages so they’re ready to go—no starting from scratch
- Include key details like suggested pricing, hours, and timelines right up front
Make it easy for users to find and configure the right services—every time
- Guide every decision with easy, question-based logic
- Surface the best-fit services with smart recommendations
- Set it up and go - no coding or IT help needed
Price & phase a complex job according to a client’s specifications
BigTime Services CPQ’s Time and Materials feature lets you structure and price complex projects using detailed breakdowns of price and time allocations, resources, and phases.
- Build quotes faster with base templates
- Calculate margins and discounts instantly
- Adjust hours, resources, and phases via drag-and-drop capabilities
- Use flexible pricing structures including fixed fee, time and materials, outcome-based, and more
Auto-generate SOWs and other services documents in seconds
The BigTime Services CPQ Document Engine generates statements of work (SOW), proposals, estimates and other services documents dynamically
- Auto-generate document content based on selections made during configuration
- Collaborate with other team members right from within the Document Engine
- Automatically save documents to your CRM system
- Edit and format text, images and charts with a user-friendly visual interface
Take control over service margins and revenue impacts
Approval workflows let you define discount logic and set thresholds that trigger approvals within the BigTime Services CPQ approval engine or your own CRM.
Connect seamlessly to the platforms & tools you already rely on
BigTime Services CPQ integrates with many of the product CPQs, CRMs, PSAs, ERPs, and other digital tools that sales teams and businesses count on, including but not limited to:
- Salesforce and Salesforce CPQ
- MS Dynamics
- Conga
- Smartsheet
- Certinia
- HighSpot
What Our Customers Have to Say
Increase revenue, reduce churn, and sell services faster.
"Clients now have a better experience purchasing our services, and are also getting more value from Namely as a result. Our internal teams are ecstatic with the process efficiencies we’ve gained, in addition to how much the solution scaled our services revenue."
"[BigTime Services CPQ] has significantly improved our SOW turnaround time, reducing it from days to minutes. The ability to standardize offerings while maintaining flexibility has been a game-changer for our team."
“The [BigTime Services CPQ] team is always thinking outside the box for ways to make proposal generation even easier for us. No one is doing what [BigTime Services CPQ] is doing. None of the other vendors we looked at were even close to what we could get with [BigTime Services CPQ]. [BigTime Services CPQ] has been a game changer for us.”
“[BigTime Services CPQ] has been a tremendous partner in helping us drive innovation for our Service Catalog, accelerate our time to market and ultimately drive customer adoption.”
"[BigTime Services CPQ] 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."
FAQ
What is CPQ software?
CPQ stands for Configure, Price, Quote. It’s a type of sales software that helps companies automate and streamline the process of creating complex and customized quotes for their services. Essentially, it guides sales teams and even customers through configuring service offerings, determining the correct pricing, and generating accurate quotes or proposals.
Why is CPQ software important for professionals and companies in the services industry?
Configuring, pricing, and quoting services can be complex, time-consuming, and prone to errors. CPQ software is crucial because it:
- Accelerates the sales cycle: By automating tasks and streamlining workflows, CPQ software helps sales teams to close deals faster and with greater profit margins.
- Ensures consistency: CPQ software maintains consistent pricing and contract language across all quotes.
- Provides better control and transparency: Services professionals and even their customers can more accurately adjust and manage pricing, discounts, and project scoping.
- Eliminates departmental silos: CPQ software bridges the gap between sales teams and members of other departments involved in the process of quoting and delivery.
Reduces risk: CPQ software minimizes the risk of scope creep and contractual discrepancies.
What are the benefits of using CPQ software like WorkRails Services CPQ?
Solutions like WorkRails Services CPQ offer several benefits for professional services teams, including:
- Increased operational efficiency: It can boost operational efficiency by up to 91%.
- Reduced sales cycle: Users can experience a reduction in their sales cycle by up to 6 weeks. Some professional services companies see an average 88% reduction in their end-to-end sales cycle.
- Improved service margins: It can help grow services margins by approximately 15% in the first year.
- Streamlined processes: It streamlines and automates the complex processes needed to configure, price, and quote professional services.
- Faster service offering deployment: One global software and services company saw a 30% reduction in the time needed to build and deploy service offerings.
- Empowerment for customers and partners: It allows customers and external partners to find and configure their own quotes, which can then be converted into orders without sales intervention.
What are the features of CPQ software most useful to services professionals?
CPQ software such as WorkRails offers several features tailored to the needs and services professionals. For example:
- A Content Management System (CMS): Enables teams to easily manage and update service offerings and pricing without needing programming knowledge. Data from spreadsheets and other sources can be imported easily.
- Services Catalog: Allows creation of an eCommerce-style catalog where sales teams and customers can find and configure service packages, reducing quoting times by up to 9x.
- Decision Tree: Guides users through a question-based process to assemble their own services package, recommending services based on their answers.
- Time and Materials/Fixed Fee Structuring: Enables detailed breakdowns of price, time allocations, resources, and phases for complex projects, with instant calculation of margins and discounts.
- Document Generation: Automatically creates branded documents like quotes, Statements of Work (SOWs), proposals, and estimates, with dynamic insertion of relevant clauses. These documents can be saved automatically to your CRM.
- Approval Workflows: Allows businesses to define discount logic and set thresholds that trigger approval processes within the CPQ or an integrated CRM.
- Flexible Pricing Models: Supports various pricing structures common in professional services, such as fixed fee, time and materials, configurable options, rate tables, and point-based themes. It also allows for “what-if” scenario analysis.
- Partner and Customer Portals: Extends quoting capabilities directly to customers and external partners.
- Integrations: Connects seamlessly with other essential business platforms like CRMs (e.g., Salesforce, MS Dynamics), PSAs, ERPs, including Salesforce CPQ, Conga, Smartsheet, FinancialForce, and HighSpot.