Workbooks CPQ
CPQ software
Quote management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$45 per user per month
Free Trial
Free version unavailable
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Large
- Information technology and software
- Professional services (engineering, legal, consulting, etc.)
- Education and training
What is Workbooks CPQ
Workbooks CPQ is a configure-price-quote application used to build product and service configurations, apply pricing rules, and generate customer quotes. It targets sales teams and sales operations that need structured quoting, approvals, and quote document output as part of a broader sales process. The product is typically deployed alongside Workbooks CRM and related Workbooks modules to keep account, opportunity, and quote data in one system.
Rules-based quoting workflows
Workbooks CPQ supports structured quote creation with configurable products, pricing logic, and approval steps. This helps standardize how sales teams assemble quotes and reduces reliance on spreadsheets. It is suited to organizations that need repeatable quoting processes across multiple sellers and regions.
Native fit with Workbooks CRM
The CPQ capability is designed to work closely with Workbooks’ CRM objects such as accounts, contacts, and opportunities. This reduces duplicate data entry and keeps quote history tied to the sales record. It can be beneficial for teams that prefer an integrated suite rather than stitching together separate tools.
Quote document generation support
The product supports producing quote outputs that can be shared with customers and tracked within the sales process. Centralizing quote versions and related files can improve auditability compared with email-only workflows. This is useful for teams that need consistent templates and controlled quote revisions.
Best within Workbooks ecosystem
Organizations not using Workbooks CRM may face additional integration work to connect CPQ to their existing CRM and sales stack. Some CPQ buyers prioritize deep prebuilt integrations with a wide range of third-party systems. Fit is typically strongest when Workbooks is the system of record for sales.
May be lighter than enterprise CPQ
For highly complex product modeling (e.g., advanced constraint solving, large catalogs, or sophisticated bundling across many business units), some teams may require more specialized CPQ depth. Companies with complex revenue recognition, multi-entity pricing, or industry-specific requirements may need careful validation. Buyers should confirm support for their specific pricing, discounting, and approval edge cases.
Limited public technical detail
Compared with some larger vendors in the category, there is typically less publicly available information on APIs, implementation accelerators, and partner ecosystems. This can make early-stage technical evaluation and effort estimation harder. Prospective customers may need vendor-led demos and documentation access to confirm capabilities.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| CRM Edition | $45 per user/month (annual) | Core CRM features; “Create and send quotations” (quoting functionality/CPQ basic). 30-day free trial available. cite |
| CRM Pro | $63 per user/month (annual) | CRM Edition plus included extensions (Pro level); enhanced quoting & additional extensions included. cite |
| Business Edition | $92 per user/month (annual) | Order management, invoicing, transaction documents; quoting/CPQ capabilities integrated with order processing. cite |
| Business Pro | $110 per user/month (annual) | All extensions included (Pro bundle) — full feature set incl. advanced document, order and quoting capabilities. cite |
Notes:
- Extensions / modules (listed as add-ons) are priced per user/month (billed monthly but annually charged): Multi-Company +$9.00 PUPM; Multi-Currency Documents +$9.00 PUPM; Advanced Security +$9.00 PUPM; Audit Trail +$9.00 PUPM; Contract Management +$9.00 PUPM; Events Management +$21.00 PUPM. These appear in Workbooks pricing/extensions details. CPQ is described across product pages as a capability of the platform rather than a separately‑listed standalone SKU on the public pricing pages. cite
Seller details
Workbooks.com Ltd
Reading, Berkshire, United Kingdom
2007
Private
https://www.workbooks.com/
https://x.com/workbooks
https://www.linkedin.com/company/workbooks/
