CPQ

WorkSquares CPQ (Configure, Price, Quote) turns a deal into an accurate, approved, signable quote — and then carries it forward into orders, contracts, subscriptions and invoices. It runs on the same records the rest of the suite uses, so there is no re-keying of accounts, contacts or products. CPQ also holds the sales record the quote hangs off, so a deal can be worked end to end without leaving it.

Core objects

Opportunities, partners & deal registrations — the sales record: an opportunity carries the amount, currency, stage, probability and close date, and is worked either as a list or on a drag-and-drop pipeline board. Channel business arrives as a deal registration filed against a partner.
Products — the catalogue master. A product can be SIMPLE, a BUNDLE, a KIT, an OPTION, a SERVICE, a SUBSCRIPTION or DIGITAL, and can carry attributes, options, features, media, versions, relationships and compatibility rules. Bundles and kits group products sold as a set; a bill of materials (BOM) describes assembled/manufactured components.
Price books — currency-specific price lists of product entries, cloneable and CSV import/exportable.
Quotes & quote lines — the priced offer: line items (optionally grouped), per-line configuration, versions, an internal quote team, plus attachments, notes and competitor tracking.
Approvals — approval processes made of ordered steps, plus a discount approval matrix that decides when a quote needs sign-off before it goes out.
Orders, contracts & subscriptions — what an accepted quote becomes: sales orders, contracts, and recurring subscriptions.
Invoices & payments — billing of what was sold, with payments recorded against invoices.

The sales record

An opportunity moves through Prospecting, Qualification, Needs Analysis, Proposal and Negotiation before closing as won or lost — as a stage change on the record, or by dragging its card between columns on the pipeline board, where each column shows its count and weighted value. Quotes are raised from the opportunity and listed on its Quotes tab; the first one raised becomes its primary quote, and the app will not let you close an opportunity as won unless it has a quote linked to it. An approved deal registration turns into an opportunity in one click, carrying the customer, contact, amount, currency, close date and partner across and marking the opportunity partner-sourced.

Capabilities

Build a rich product catalogue with bundles, kits, options, guided selling and configuration/validation rules.
Price with a transparent, step-by-step pricing waterfall — price books, rate cards, price conditions, volume and term discounts, discount matrices, campaigns, promotions and pricing rules, ending at a final price.
Assemble quotes with grouped lines and versions, and route them for approval against a discount threshold matrix.
Send quotes by email with a branded PDF, share them through a public no-login link, track buyer engagement, and capture a typed or drawn e-signature on acceptance.
Convert an accepted quote into a sales order or contract, manage subscriptions (with metered usage capture, amendments and renewal quotes), and raise invoices and record payments.

Most catalogue, pricing, approval and status behaviour is admin-configurable (price books, discount schedules, approval processes, discount matrices, validation and product rules, statuses and dropdowns).

Modules

The quote-to-cash core

Products & pricing — catalogue, price books, discounts and the pricing waterfall.
Quotes & approvals — building quotes and routing them for sign-off.
Quote delivery & e-signature — email, public share links, PDF and e-sign.
Orders & contracts — sales orders, contracts and contracted pricing.
Subscriptions — recurring products, usage, renewals and subscription pricing.
Billing & payments — invoices, payments, billing runs, credit notes and dunning.

The rest of CPQ

Revenue recognition — ASC 606 / IFRS 15 rules, schedules, allocations and deferred revenue.
Opportunities & partners — the sales record, the pipeline board, partners and deal registration.
Reports & analytics — the prebuilt report set and the dashboards.
AI assistance — drafting workflows, rules, fields and formulas from a plain-English description.
Portals — customer, partner and vendor self-service.
Mobile apps — the four Android apps.

Beyond the core

CPQ is wider than those paths. The rest of what ships, by area:

Selling

Opportunities & pipeline — opportunity records, the Kanban pipeline board, and stage rules that stamp win/close flags and probability.
Deal registrations & partners — partner records, registrations with an approval step, and one-click conversion into an opportunity.
Sales agreements — negotiated agreements with contracted prices, activate / suspend / terminate, expiry tracking and utilisation against commitments.
Territories — a territory tree with clones and user assignments; re-parenting and value rollup are available on the API.
Commissions — commission plans with rate tiers, assignments, calculated transactions with an approval queue, and an analytics dashboard.
Tasks — follow-ups against any record, on a task dashboard with status, priority and type filters and pending/overdue counters.

Configure & price

Product configurator & guided selling — configure a product against its options and constraints, or design a guided-selling questionnaire whose answers score product recommendations through the API.
Advanced pricing — rate cards, price conditions, and a price-waterfall designer and calculator.
Bills of material — BOM headers and items with item/attribute definitions, plus a cost analysis view.
Product eligibility — rules that decide which customers may buy which products.

Deliver & service

Delivery schedules — planned deliveries against a quote or sales order, shipped and delivered through their own status flow.
Assets & installed products — what the customer actually has: assets, installed products, service contracts and coverage, maintenance schedules, lifecycle events, depreciation, a health dashboard and location tracking.
Contract lifecycle — versions, amendments, renewals, milestones, obligations, compliance, a clause library with redlining, and analytics.

Money

Revenue recognition — ASC 606 / IFRS 15 rules and schedules, multi-element allocations and deferred revenue. Period close and reconciliation are built but do not run against the current database, and posting to the ledger does not complete.
Credit management — credit checks and credit holds on an account, next to credit notes.
Billing operations — billing schedules with activate/pause, a previewable billing run, and dunning steps for overdue invoices (reminder and warning emails, a fresh payment link, subscription suspension or cancellation) with a per-invoice attempt history on the API. Dunning email needs templates an administrator creates first — see Billing & payments.
Online payments — the API issues a hosted Razorpay checkout link for an invoice or order and accepts signature-verified provider webhooks, and dunning can email that link on an overdue invoice. Nothing shipped calls it: the browser storefront’s Pay buttons have no handler behind them, so payment links are created from your own storefront or integration.

Insight

Reports & analytics — prebuilt reports across sales, pricing, products, financial, customer and operational analysis. The custom report builder, saved reports and the scheduler are not usable yet, and custom dashboards are an API capability with no working screen.

Automation & setup

Workflows — a visual designer with templates, import/export, test runs, execution history and per-workflow stats.
Business rules & formulas — condition/action rules with templates, tags, dependencies and execution logs; a formula manager with validation; and a rule-testing sandbox.
Custom fields & objects — a field-builder wizard, schema builder, custom objects, page-layout designer, list views, record types, validation rules, field dependencies and sharing rules.
Dynamic forms — build a form, publish it, and collect submissions with an approve/reject step.
Documents & templates — document templates with sections, cloning, generation and preview; email templates with a test send.
Numbering, statuses & masters — configurable document numbering, status and transition management, the dropdown registry, and masters for currencies, units of measure, tax, payment terms and shipping methods.
Audit & activity — an audit log, activity log, global search and an in-app notification centre.

Channels

Portals — customer, partner and vendor self-service, each on its own login. Only the customer portal is ready to put in front of anyone today, and only as its Android app: orders, invoices, contracts and subscriptions, with a payment you can record against an invoice. The partner portal signs in but nothing behind it loads, and the vendor portal cannot be opened at all.
Mobile — four Android apps: sales, customer portal, partner hub and field service. The sales app keeps a synced cache; the other three read live. Devices register for push, but push delivery is not yet wired to a provider.
AI assistance — describe a workflow, a business rule, a custom field or a formula in plain English and have it drafted for you, with a chat panel in the workflow designer.
Integrations — outbound webhooks with a test send and delivery history, integration connectors, single sign-on by OIDC or SAML, and CSV/Excel import.

Works with

CRM — an optional record bridge mirrors CRM accounts, contacts and deals into CPQ, and carries CPQ’s invoices and payments back for the account’s 360° view.
Accounts — invoices and payments feed the financial ledger of record.
Platform data model — CPQ shares the suite’s single source of truth for customers, products and currencies.