Epicor CPQ - Configure, Price, Quote
Transform the way you streamline your sales and manufacturing processes with Epicor CPQ
More than just a visual configurator, this intuitive solution enables you to effortlessly configure complex products with precision, automatically calculate real-time configuration costs, and instantly generate accurate quotes.
Designing and manufacturing complex products has never been more efficient! Epicor CPQ effortlessly integrates every stage of the sales process with product manufacturing in Epicor Kinetic, enabling all team members to collaborate seamlessly on a unified platform.
Adopting Epicor CPQ means equipping your business with a cutting-edge tool that leverages innovative technologies to streamline the creation of complex products, benefiting both your teams and your customers!
Accessible to both sellers and buyers on any device, the Epicor CPQ visual configurator delivers an intuitive, user-friendly experience, allowing effortless product configuration and interaction through 3D renderings—all without the need for any coding.
Customers can easily customize products directly on a website or e-commerce platform. Once the adjustments are made to meet their needs and the order is submitted, Epicor CPQ seamlessly transfers all required data to the workshop, including:
- Accurate product cost calculation
- Creation of high-quality quotes in multiple formats
- Generation of CAD files
- Bill of materials, workflows, cut sheets, CAD drawings, and assembly guides
The advantages of an advanced visual configurator
1
Seamless configuration of complex products
Epicor’s CPQ solution allows businesses to set configuration rules, ensuring that every result is optimized for customer satisfaction, margin enhancement, and engineering efficiency.
Whether used by a trained professional or an inexperienced customer, Epicor CPQ ensures consistency, enabling everyone involved in an order to work from the same criteria and specifications.
Customers enjoy an immersive shopping experience, while employees benefit from an intuitive configurator. Users can easily click and drag components to adjust parts, materials, and dimensions. Configuration is available in 2D, 3D, and augmented reality, accessible on any device.
2
Real-time product pricing
With a comprehensive and easy-to-use tool, sales teams can confidently provide accurate information, as they have access to the same data—and thus the same pricing—as the engineering department.
Pricing is dynamically calculated and automatically updated based on preconfigured rules as users adjust different product elements. This results in:
- Real-time, accurate pricing
- A significant reduction in errors and communication gaps
- A streamlined sales process that eliminates back-and-forth and delays
3
Automated quote preparation
Eliminate manual errors and time inefficiencies with automatic quote generation in multiple formats. Sales teams can focus on driving sales, while customers quickly receive precise, high-quality quotes along with the necessary supporting documents.
4
Integration with company systems
Epicor CPQ seamlessly integrates with all major enterprise systems, including:
- ERP (Enterprise Resource Planning)
- CRM (Customer Relationship Management)
- PIM (Product Information Management)
- SCM (Supply Chain Management)
- PLM (Product Lifecycle Management)
- E-commerce platforms
- Websites
- Thousands of applications
The solution harnesses the power of REST API web services to efficiently transmit and extract data across systems. This enables businesses to centralize their data, services, and processes, enhancing accessibility and visibility while significantly reducing manual data entry and minimizing the risk of errors.
5
Turning data into insights
Reduce the burden on engineering teams and prevent bottlenecks with automated CAD file generation. This not only shortens design cycles but also simplifies the transition from shopping cart to workshop by keeping all data within a unified system.
Additionally, Epicor CPQ automatically generates everything needed to kickstart production, including:
- Bill of materials
- Workflows
- Cut sheets
- CAD drawings
- Assembly guides
The results speak for themselves. With Epicor CPQ, over 10,000 Epicor customers achieve:
- A 168% increase in annual sales
- A 105% increase in transaction size
- A 40% boost in conversion rates
- A 38% acceleration in the sales cycle
- A 35% increase in production
- A 26% improvement in quota attainment by sales teams
What makes Epicor CPQ stand out?
Advanced rules engine
Easily configure rules with an intuitive interface that allows you to drag and drop blocks from a toolbox to build logical rules that are simple for everyone to understand.
Guided Selling
Create a series of questions designed to help customers, sales reps, and partners easily find the ideal product. Fully integrated into your website and e-commerce platforms, Epicor CPQ also offers upselling and cross-selling features, maximizing opportunities for larger deals.
Cloud Platform Management
Say goodbye to complex custom code and fragmented processes. Epicor CPQ delivers streamlined, centralized administration with its cloud-based functionality, ensuring effortless management and seamless integration.
Intelligent Analytics
Easily capture valuable data on user interactions with products. These insights can be used to enhance customer engagement, refine sales strategies, and optimize product offerings.
The Epicor Certification Program is an industry benchmark for training and assessment on Epicor products. Successfully passing this exam validates the basic technical skills required to use or support the Epicor CPQ system.
Other modules you may find interesting
Epicor ECM
This module is an Enterprise Content Management (ECM) software that centralizes files, eliminates paper documents, and seamlessly integrates with ERP applications to provide a unified view of operations.
Epicor Advanced MES
Gain complete control over your production line with Epicor’s integrated production management software within Kinetic, which captures real-time data from your machines and operators.
Epicor Prism
Unlock the full potential of your data with Prism, Epicor’s AI-powered virtual assistant. Stay focused on results while Prism transforms your insights into action.