Epicor CPQ

Start a customer call by opening Epicor CPQ and selecting a base product. Use guided prompts to choose dimensions, materials, and accessories while a 3D view updates in real time. Pricing adjusts as you add options, with margin controls and eligibility rules preventing invalid combinations. When the configuration is ready, generate a polished quote with branded visuals, terms, and lead times in one click. Send it for e-signature or route it for approval if discounts exceed policy. Sales reps can duplicate winning setups, save templates for common bundles, and compare versions side-by-side to defend value without leaving the configurator.

Hand off to operations without rework. From the same configuration, Epicor CPQ outputs a complete bill of materials, suggested routings, and production notes based on your rules. Feasibility checks flag clashes or capacity issues before an order is accepted. Push the order to your ERP with variant SKUs and costing data, attach generated drawings or instructions, and track changes with full traceability. If engineering updates a rule or option, downstream artifacts refresh automatically, so purchasing and the shop floor always see the latest detail.

Offer self-serve configuration on your site or a dealer portal by embedding the 3D experience. Customers explore options, see pricing instantly, and request quotes or check out directly, depending on your channel strategy. Use upsell logic to recommend complementary items, enforce account-specific pricing, and show availability by region. Dealers can log in, configure within their authorization, and produce proposals under their own branding while you maintain consistent rules and data across every channel.

Admin users build and maintain product logic without heavy coding. Define attributes, constraints, and pricing policies in a central model; publish updates to sales, partners, and eCommerce with one deployment. Connect Epicor CPQ to your CRM to prefill account data and to your ERP for inventory, costs, and order creation. Use APIs and webhooks to sync approvals, feed analytics, or trigger downstream tasks. Dashboards surface win rates, average discount, and cycle times, helping teams refine bundles, tighten rules, and standardize best practices across territories.