Services CPQ

Certinia Services CPQ is a comprehensive and integrated services solution that seamlessly connects with Certinia PSA. With this capability you can easily estimate custom services work as part of your sales process, and you can create estimates with the flexibility of estimate templates, and seamlessly push them to opportunities. Once an estimate is finalized, it converts into a project within Certinia PSA, ensuring a seamless transition from sales to project execution. By creating pricing templates for discounts, target margins, resources, and scope, and standardizing the estimate process, you can reduce inaccuracies that may result in change orders and billing issues.

Processes