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CPQ for complex products

Epicor CPQ provides an end-to-end configure, price, and quote (CPQ) solution that simplifies and automates sales, engineering, and manufacturing

Step 1

Set up the CPQ rules to run your new, improved business process

The Epicor CPQ Snap rules engine orchestrates the entire sales and manufacturing lifecycle:

  • Use our simple-to-program visual product configurator logic to drive available products, options, and pricing
  • Ingest engineering’s CAD drawings to automatically generate 2D or 3D models for the configurator
  • Easily compose complex workflows, document generation rules, and integrations that will run your end-to-end process

Step 2

Allow buyers to configure and price products visually in real-time

  • Stunning and responsive 2D and 3D experience provides immediate visual updates to products and pricing
  • Website embedding allows end customers to order with eCommerce-like capabilities – for even the most complex products
  • Sales people, partners, distributors, and website visitors can all use different versions of the same visual configurator

Step 3

Automate quotes and approvals, and send order info to downstream systems

  • Sales-created product configurations and/or quotes are pushed to CRM for edits, approval, or close, or to your shopping cart for purchase
  • CAD drawings are generated and attached to CRM estimates for easy customer approvals, change management, and manufacturing
  • Order flow-through to ERP and PLM systems automate invoicing, orders, discounts, taxes, inventory, and manufacturing updates

Step 4

Ensure a seamless handoff to your manufacturing team

  • Automated CAD drawings free up engineering resources while the manufacturing floor can see exactly what they need to build
  • Generating documents like Bills of Manufacture (BOMs), cut sheets, and CAD renderings guide effortless parts picking and assembly
  • Rules-driven configuration ensures that only valid configurations are sent to production reducing back-and-forth with sales or customers


Learn why 2,000,000+ unique users choose Epicor CPQ each year


Overcoming the Complexity of the Sales to Manufacturing Process eBook

Overcoming the Complexity of the Sales to Manufacturing Process

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.

Get the eBook

Epicor CPQ Partners

We partner with leading software vendors and experts in technology, CAD automation and implementation to support your Epicor CPQ transformation success.


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