Quote and Document Automation Proposal Software
Automate quotes and supporting documents
Deliver on-brand quotes with speed and precision
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Ditch the busywork. Automate your documents.
From quotes to proposals, BOMs, and more, Epicor CPQ auto-generates many of the documents your company needs to accelerate deals.
Streamline and enhance your processes
Empower your sales representatives, distributors, and customers to configure products with ease. Epicor CPQ automatically generates quotes that can be sent to customers and downstream systems, simplifying your workflow.
Create fully customizable proposals
Craft custom Microsoft Word and Adobe PDF documents with our intuitive templating system. Insert dynamic calculations and values on-the-fly while maintaining complete control over branding, logos, product images, terms, and shipping details.
Enable seamless data integration
Push generated proposals and manufacturing documents to downstream applications like CRM, ERP, or PLM systems. Whether you need to send the complete document or specific data, Epicor CPQ ensures a smooth flow of information throughout your organization.
Accelerate manufacturing processes
Automatically generate precise visuals, CAD drawings, cut sheets, and Bill of Materials (BOMs), enabling your manufacturing team to start building with confidence.
Maintain a stronger network
Enable your distributors and dealers to create configurations and quotes directly within your CPQ system. Streamlined communication and fewer errors foster closer collaboration with your network.
“We have dramatically increased the accuracy of our quoting process. This speeds up our workflows, lowers our lead times, and ultimately improves the customer experience.”
Featured Resource
Uniting Sales & Manufacturing Teams: The Role of Visual CPQ
Product variation compounded by the complexity of multiple pricing models can create confusion and inefficiency among your organization’s engineering, manufacturing, and sales teams. In this four-part guide, we’ll uncover how to address challenges like these in your sales to manufacturing processes by using CPQ software.
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