---
description: Review of WorkRails Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: WorkRails | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Proposal Management Software](/directory/4252/proposal-management/software) > [WorkRails](/software/338646/workrails)

# WorkRails

Canonical: https://www.softwareadvice.co.nz/software/338646/workrails

> Selling professional services is unnecessarily complicated, time consuming, and labor-intensive. Traditional Configure, Price, Quote (CPQ) software cannot handle the complexity of services so companies rely on spreadsheets, Word docs and manual processes as a stopgap, creating internal dysfunction and customer frustration.  WorkRails is passionate about solving this and has built a Services CPQ that automates all aspects of services selling; from initial discovery \& scope to final approval.  Companies are able to simplify workflow, eliminate errors, accelerate revenue and build SOWs in minutes, not months.  Additionally, WorkRails provides connectivity between CRM and ancillary services' applications such as PSA, CLM and CPQ.  This eliminates the need for multiple departments to review work and adds predictability to staffing needs and delivery timelines.  WorkRails makes selling services easy.

We champion the professional service industry.

We believe that services are the underdog—the unsung hero at thousands of SaaS companies. Services should be viewed as a part of the revenue function, not a support function. We have learned that services teams work incredibly hard for their clients and are responsible for a large part of a company’s success. We want to make sure their co-workers and management teams know their value. 

We simplify the process of buying professional services allowing for repeatability and scale.

Our vision is that buying and selling professional services will be as easy as shopping on Amazon, standardizing the service sales process allowing for repeatability and scale. Over the last decade, we’ve seen an explosion in SaaS software, a proliferation of on-demand services and the development of marketplaces that connect buyers and sellers. These trends are set to accelerate, now that automation and AI are transforming how we work and transact. 

We break down the silos creating harmony between sales, professional services, and their clients.

Services are hard to standardize. This results in confusion between teams, unnecessary customization, over commitment, and impactful misunderstandings. By normalizing service offerings, adding governance, and collecting insights into the service sales process, teams create stronger alignment and a more successful, streamlined sales approach.
> 
> Verdict: Rated **5.0/5** by 1 users. Top-rated for **Likelihood to recommend**.

-----

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 1 Reviews |
| Ease of Use | 4.0/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: WorkRails

## Commercial Context

- **Pricing model**: Usage Based
- **Pricing Details**: Please contact WorkRails for pricing information.
- **Target Audience**: 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Access Controls/Permissions
- Approval Process Control
- Automated Quoting
- CRM
- Catalog Management
- Client Portal
- Content Delivery
- Content Management
- Customisable Branding
- Document Management
- Estimating
- For Sales Teams/Organizations
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Proposal Generation
- Quotes/Estimates
- Reporting & Statistics
- Template Management
- Third-Party Integrations

## Integrations (1 total)

- Salesforce CPQ & Billing

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat

## Category

- [Proposal Management Software](https://www.softwareadvice.co.nz/directory/4252/proposal-management/software)

## Related Categories

- [Proposal Management Software](https://www.softwareadvice.co.nz/directory/4252/proposal-management/software)
- [Professional Services Automation Software](https://www.softwareadvice.co.nz/directory/4135/psa/software)
- [CPQ Software](https://www.softwareadvice.co.nz/directory/4407/cpq/software)
- [Quoting Software](https://www.softwareadvice.co.nz/directory/3570/quoting/software)
- [Sales Content Management Software](https://www.softwareadvice.co.nz/directory/4663/sales-content-management/software)

## Alternatives

1. [Proposify](https://www.softwareadvice.co.nz/software/322080/proposify) — 4.4/5 (298 reviews)
2. [Jobber](https://www.softwareadvice.co.nz/software/3660/jobber-lawncare) — 4.6/5 (1420 reviews)
3. [Odoo](https://www.softwareadvice.co.nz/software/77019/odoo-pos) — 4.2/5 (1294 reviews)
4. [Bitrix24](https://www.softwareadvice.co.nz/software/128326/bitrix24) — 4.2/5 (984 reviews)
5. [Xero](https://www.softwareadvice.co.nz/software/2976/xero) — 4.4/5 (3273 reviews)

## Reviews

### "Game changer\!" — 5.0/5

> **Katie** | *16 February 2022* | Computer Software | Recommendation rating: 10.0/10
> 
> **Pros**: WorkRails provides a guided selling process to take the guesswork out of proposal generation. It puts the power in the hands of our sales team to quickly create a proposal that meets all the prospect's needs and cuts down on manual effort from the professional services team to gather information and generate proposals. It used to take weeks to generate a proposal and it's now done in minutes.
> 
> **Cons**: The WorkRails team has done some customization to meet our unique needs, which makes updates a little more complex than we originally anticipated. However, the WorkRails team is ALWAYS there to help and has created a runbook for us that guides us through the basics of the system and allows us to do most of the updates ourselves.
> 
> We started out creating bespoke proposals/statements of work for every deal and had a 300+ line questionnaire sales had to complete to get pricing and a proposal generated, which was all manual. Our average turnaround time for a proposal was 3 weeks. We created standard packages alongside finding WorkRails to help us turn our packages into an automated, guided selling tool for sales to generate their own proposals. We implemented a workflow within Salesforce so sales doesn't even know they are using different software, the experience is seamless. Once an opportunity is created, sales uses a workflow to pull up a product catalog of all of our professional services. They answer a few questions for each product, then add it to their shopping cart. When they check out, the proposal is automatically generated for review. 

The WorkRails team has been a true partner with us in this journey. They understand our products and services and are always thinking outside the box for ways to make proposal generation even easier for us. They are extremely responsive to any and all requests and take extreme ownership to ensure we are achieving the right outcomes.

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/338646/workrails)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/proposal-management/workrails-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/338646/workrails> |
| en-GB | <https://www.softwareadvice.co.uk/software/338646/workrails> |
| en-IE | <https://www.softwareadvice.ie/software/338646/workrails> |
| en-NZ | <https://www.softwareadvice.co.nz/software/338646/workrails> |

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