Epicor CPQ Software Solutions
Epicor CPQ technology
Our comprehensive CPQ platform elevates the selling experience and streamlines production
Experience a seamless transition from sales to production with Epicor CPQ–a dynamic SaaS platform.
Benefit from intuitive administration, rules development, visual configuration, and dynamic pricing–all in one cloud solution.
Provide a visual experience to sell any complex product
Boost your sales and secure larger deals with our interactive, visual buying experience. Empower your salespeople, distributors, and customers to configure products precisely to their needs. Our controlled, rules-driven configuration process ensures you can efficiently manufacture what’s been ordered.
Provide smart visual configuration to every audience
Epicor CPQ delivers immersive 2D and 3D shopping experiences, enhancing engagement and boosting conversions by up to 40%. Enable customers, sales representatives, and distributors to modify configuration options and pricing and see their products come alive on-screen.
Generate quotes quickly and accurately
Shorten your sales cycles and alleviate the pressure on engineering by swiftly building quotes with a visually-guided experience. As you choose product options during configuration, they’re instantly added to your quote. Plus, you’ll receive auto-generated proposal drawings and other essential supporting documents.
Give real-time pricing
Give users immediate pricing as they configure products in real-time. Our controlled ordering experience ensures that anyone can provide accurate quoting, regardless of their experience or the product’s complexity. You can update pricing based on any factor, including complex pricing scenarios, discount and approval workflows, and data from external sources like your databases, pricing tables, or ERP.
Make complex buying simple
The Epicor CPQ Snap rules engine is the foundation of our intelligent visual CPQ solution. It lets users quickly and accurately configure products, select features, determine pricing, and create sales quotes or orders. Guiding the user journey with your specific business and manufacturing rules ensures feasibility and profitability for every configured product.
Embrace the Future of Visual Configuration: Augmented Reality
Our CPQ software lets buyers see and interact with products in their actual environments—even before they’ve been manufactured. By merging the real world with computer-generated visuals, augmented reality creates a hybrid experience that takes customer engagement to new heights. It does more than just showcase products in an immersive way; it empowers customers to make informed decisions and signals your status as a digital leader.
Connect sales, engineering, back-office, and manufacturing
Our CPQ tool makes integrating your people, processes, systems, and customer/order data easy, providing a seamless, end-to-end sales-to-manufacturing process.
Automate proposal drawings and CAD files
Eliminate time-consuming manual tasks such as creating proposal drawings and CAD file outputs. This allows your sales team to focus on active selling and your engineering department to concentrate on research and development. Plus, we’re compatible with leading CAD platforms like SolidWorks, Autodesk, and PTC.
Auto-generate manufacturing documents
Epicor CPQ workflows can generate and send manufacturing documents like BOMs, cut sheets, inventory status, shipping, assembly, and other critical outputs for your manufacturing process. Since all files are auto-generated directly from product configuration output, you can be assured your shop floor has just what it needs to meet the exacting demands of your customers and distributors.
Integrate buying with core processes and systems
Connect your configure, pricing, and quoting process to your entire organization. Epicor CPQ Connector and MuleSoft integrations allow you to easily push and pull data from ERP systems, shopping carts/eCommerce, CRM/CPQ platforms, CAD systems, your PLM, or other apps, databases, and proprietary systems.
Gather insights that help all of your teams
Collect key customer data and push it to your preferred analytics platform to answer your burning questions about your buyers and their engagement. Find out how users are configuring your products to optimize sales and manufacturing processes.
Let’s Go Step By Step With Epicor CPQ
Create Advanced CPQ Rules
- Use Epicor CPQ Snap to enforce proper product configuration
- Create rules to automate workflows and end-to-end processes
- Auto-convert CAD drawings into 2D or 3D configurator models
Revolutionize Buyer Engagement
- Provide real-time 2D and 3D visual feedback on product choices
- Use AR and VR to provide a fully immersive buying experience
- Integrate your visual configurator seamlessly on your website
- Tailor configurators for varied users like customers, sales teams, partners, and distributors
Streamline Quotes and Orders
- Coordinate product configurations, quotes, and orders in one single source of truth
- Integrate CPQ with CRM, ERP, and other back-office systems
- Automate invoicing, order processing, and inventory updates
- Ensure accurate, real-time quoting and order management
Smooth Transition to Manufacturing
- Auto-generate essential documents, from BOMs to assembly guidelines
- Send only validated configurations to production, minimizing back-and-forth
- Enforce precision, eliminating room for human errors and misunderstandings
Benefits Of Epicor CPQ
Harness the power of our CPQ software to boost profits. Streamline and automate to align with financial goals.
✔ Increase Sales Efficiancy
Streamline the sales pipeline so salespeople can produce quotes more quickly, allowing them to handle more leads and close deals faster.
✔ Reduce Errors
Streamline the sales pipeline so salespeople can produce quotes more quickly, allowing them to handle more leads and close deals faster.
✔ Higher Conversion Rates
With product visualization, swift quoting, and professional proposal documentation, clients are significantly more likely to convert into paying customers.
✔ Upselling And Cross-Selling
Our CPQ software uses AI to suggest complementary products or upgrades based on the customer’s configuration, leading to a 105% increase in average deal size.
✔ Improved Margins
Dynamic pricing strategies based on fluctuating factors like customer segmentation and competitor pricing allow for more effective price optimization and higher revenue.
✔ Reduce Training Time
With visual, rules-based CPQ software and guided selling, sales managers can quickly get new sales reps up to speed. Reducing the time needed to master product configurations leads to substantial savings in training costs.
Customers love our software and our team
We have 96 reviews on G2 and are overall rated 4.5 stars
91% say, “We’re easy to do business with”
We believe in building relationships to achieve customer success. Our CPQ software is easy to understand, and becoming a customer couldn’t be more straightforward.
96% believe our product is “Headed in the right direction”
Our dedication is unwavering. We’re building the most powerful, high-performing, user-friendly cloud-based CPQ software.
86% are “Satisfied with the quality of our support”
Every hero needs a sidekick. Whenever you find yourself in a bind, our friendly and knowledgeable team is on hand to assist.
Achieve Peak Productivity
Elevate your business operations to new heights of efficiency with Epicor CPQ’s advanced features. Ensure consistency and accuracy through CPQ automation, and empower your teams to deliver unparalleled results.
Standardized Processes
Our CPQ software automates and standardizes every step of the CPQ process. This ensures accurate pricing and consistency across all sales reps and channels, leading to predictable outcomes.
Integration With Other Systems
Seamless integration with other enterprise systems like CRM, ERP, and eCommerce platforms ensures a smooth flow of accurate data without human intervention.
Enhanced Decision-Making
Epicor CPQ’s data analytics and reporting capabilities provide actionable insights to improve the sales process and drive continuous improvement.
Reduce Rework
CPQ software validates configurations right from the start, letting your shop floor staff jump into production with confidence–without the slowdown of constant checks and balances
Improve Collaboration
Epicor CPQ encourages sales, production, and engineering teams to share information and collaborate. All stakeholders have access to consistent and accurate data, helping clear bottlenecks and improve efficiency.
“Epicor CPQ is so simple to use… You start at the top, work your way down, add what you want, and download the quote.”
“It’s taken a quoting process that might have a turnaround of two days into something that now takes five, 10 minutes max. So that’s a massive, massive difference.”
“We need to let our customers configure 200 houses at an extremely high level of detail.”
“We are now able to build 2,400 houses and apartments within a year, which are assembled in a day—that’s a huge acceleration. And we do it with approximately 100 people in the factory, compared to the traditional method that requires 1,700 or so people.”
Engage Customers With Personalized Products And Experiences
Connect with your customers on a deeper level with Epicor CPQ’s interactive configuration tools. Offer a bespoke buyer journey that exceeds customer expectations, fostering loyalty and trust.
Personalized experiences
Epicor CPQ lets customers configure products to their specifications, ensuring they get what they truly want. Visualization increases customer satisfaction and attachment to the product.
Interactive configurations
3D visualization aids decision-making, reducing return and refund rates and costly chargebacks.
Speedy response times
CPQ software minimizes customer wait times, demonstrating your commitment to their business and giving you a competitive edge.
Transparency
Epicor CPQ provides an immediate and transparent breakdown of costs. Customers understand what they’re paying for and why, fostering trust and retention.
Omnichannel experience
Customers can engage with your brand anywhere–in your showroom, on your website, or via one of your partners. They can transition between these channels and still enjoy a consistent customer experience.
Educational touchpoints
A well-designed CPQ system educates customers about product features, benefits, and complementary options. They often upsell themselves as they navigate configurations at their own pace.
Why 2,000,000 users love Epicor CPQ: Top features at a glance
- Provide smart visual configuration to every audience: Our CPQ software can efficiently handle the most extensive catalogs of products and options.
- No-code rules engine: The Epicor CPQ Snap rules engine requires no coding knowledge.
- Stand-alone solution: Epicor CPQ can work independently without reliance on other systems.
- Universal integration: We’re platform-agnostic, ensuring smooth integration with the software you use daily.
- Real-time dynamic pricing: Instant pricing updates extract the maximum margin from every sale.
- AR & VR selling: Our CPQ tool has augmented and virtual reality capabilities for a future-proof selling experience.
- Embedded visual configurators: Configurators can be placed directly on your website for eCommerce and self-service.
- Device flexibility: Our CPQ software works on desktop, tablet, or mobile.
- Cloud-based accessibility: Available anytime, anywhere, ensuring your operations never stop.
- Deep industry expertise: We work with companies in diverse industries ranging from biotech to building supplies.
Get started with these complimentary CPQ resources
Start today on your configure, price, quote journey
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