CAD automation for manufacturers
Epicor CPQ CAD and design automation
Help close the loop between your sales, engineering, and production teams
Automate your design outputs
Epicor CPQ CAD design automation works with the most popular platforms to auto-generate drawings and files
You don’t have to wait for multiple sales and design cycles in order to get to work generating revenue. Epicor CPQ CAD design automation accurately generates CAD drawings for the sales, engineering, and shop floor teams, all the while ensuring the rules of your manufacturing process are followed.
Automating CAD removes the bottlenecks in sales and engineering
Slash design cycle times from weeks to minutes by allowing your sellers to sell with confidence and speed. CAD automation allows reps to configure valid products in real-time with customers, while auto-generating engineering drawings and files.



Let the sales team sell
Allow sales people to generate CAD drawings for their proposals, saving their customers (and themselves) a lot of waiting time. Stop forcing sales teams to bug engineering to validate designs, feasibility, profitability, and to get updated drawings as customer desires change — negatively impacting sales costs and sapping profit margin on the sale.
Give engineering a head start
Engineering teams can focus on enhancing design and custom work, instead of transactional pre-sales activities. Epicor CPQ can export actual CAD files from configured products for further customization or verification by Engineering. Use your preferred CAD programs, like AutoCAD, SolidWorks, and PTC Creo.
“Our sales team previously submitted quotes to our engineering team multiple times for rework until they were correct. With KBMax [Epicor CPQ], they now create quotes that reflect our engineering rules for our customers immediately.”
CAD automation takes the guess work out of manufacturing
Workflows that auto-generate CAD and other documents for the shop floor dramatically reduce errors while increasing quota and margin of production.

Build with confidence
Every product configuration received will be right because it is tightly controlled by the rules set in Epicor CPQ Snap. This means only valid configurations make their way through sales and engineering to the production team.
Get guided help
BOMs, cut sheets, and instruction documents can all be generated automatically based on the product configuration, ensuring a seamless transition from ordering to the build phase.
“KBMax [Epicor CPQ] gave our customers and engineers the ability to design a water quality unit to fit their needs without waiting for a response from our sales people or waiting on a design from our CAD department.”
Reach beyond CAD automation and go ‘end-to-end’
Connect sales, engineering, back-office, and manufacturing teams to control your entire end-to-end process, through integrated communications, processes, systems, and customer and order data.



Automate hand offs to keep business moving
Epicor CPQ can orchestrate your entire sales to manufacturing process by firing workflows to handle everything from internal pricing approvals, to customer interactions and triggering manufacturing processes.
Integrate with core systems and data
Directly access your product data through a database or web services layer for a “single source of truth”. Leverage our API or integrate with MuleSoft to connect to your preferred CRM, ERP, PLM, eCommerce suite or any other application.
“Beyond the visualization capabilities, KBMax [Epicor CPQ] has excellent integrations with Salesforce, AutoCAD and Solidworks for lots of different output workflows.”
Featured Resource
Unify Manufacturing & Sales Using CPQ Technology
This buyer’s guide was put together to help manufacturers define the base set of requirements to succeed with their digital transformation project, and identify the ‘features to look for’ in best-in-class CPQ solutions.