Epicor CPQ
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SoftwareWorld Editorial Review
Why SoftwareWorld Chooses Epicor CPQ
"For manufacturers and distributors dealing with complex product configurations, Epicor CPQ helps sales teams generate accurate quotes faster without going back and forth with engineering. It works well when products have many variables, custom options, or pricing rules that are hard to manage manually. Teams can respond to customer requests more confidently and reduce errors in orders. That said, smaller businesses with simple product catalogs may find it more than they actually need."
Decision Snapshot
Epicor CPQ Evaluation Snapshot
Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.
Buyer Contribution
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Editorial Independence
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Data Transparency
Pricing and availability can change, so current details should be confirmed with the vendor.
Product Overview
Epicor CPQ Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
Why Choose Epicor CPQ
Problem it Solves
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Streamlines Complex Product Configuration And Pricing For Manufacturers And Distributors
Target Users
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Manufacturing Engineers
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Sales Representatives
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Product Managers
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IT Administrators
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Customer Service Representatives
Core Use Case
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Design Custom Products
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Automate Quoting Processes
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Streamline Sales Workflows
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Integrate With ERP Systems
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Enhance Customer Engagement
USP
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Streamline Sales With Dynamic And Customizable Product Configurations
Pros
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Configure price quote platform helps businesses automate product configuration efficiently
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Visual configuration tools improve customer experience and sales coordination workflows
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Automation reduces repetitive quoting and pricing management tasks
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Integration capabilities support connected ERP and sales workflows
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Works well for manufacturing and configurable product sales
Cons
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Implementation can require onboarding and technical configuration effort
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Advanced customization may involve development resources
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Pricing may feel expensive for smaller manufacturing businesses
Editorial Buyer Guidance
Who Is Epicor CPQ Best For?
Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.
Problem It Solves
Streamlines Complex Product Configuration And Pricing For Manufacturers And DistributorsTarget Users
- Manufacturing Engineers
- Sales Representatives
- Product Managers
- IT Administrators
- Customer Service Representatives
Core Use Cases
- Design Custom Products
- Automate Quoting Processes
- Streamline Sales Workflows
- Integrate With ERP Systems
- Enhance Customer Engagement
Unique Selling Point
Streamline Sales With Dynamic And Customizable Product Configurations
Strengths and Limitations
Epicor CPQ Pros & Cons
Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.
+
Pros
- Configure price quote platform helps businesses automate product configuration efficiently
- Visual configuration tools improve customer experience and sales coordination workflows
- Automation reduces repetitive quoting and pricing management tasks
- Integration capabilities support connected ERP and sales workflows
- Works well for manufacturing and configurable product sales
!
Cons
- Implementation can require onboarding and technical configuration effort
- Advanced customization may involve development resources
- Pricing may feel expensive for smaller manufacturing businesses
Sponsored Products
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Category-Based Capabilities
Epicor CPQ Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
CPQ Software 18 selected features Open category ↗ ⌄
Price and Cost Calculations
Order Management
Customizable Branding
Multi-Currency
Approval Workflow
Proposal Generation
Contact Management
Cataloging/Categorization
Renewal Management
Discount Management
Product Configurator
Quotes/Estimates
Price/Margin Management
Bills of Material
Guided Selling
Activity Dashboard
Electronic Signature
Contract/License Management
Product Configurator Software 17 selected features Open category ↗ ⌄
CRM
Quotes/Estimates
Pricing and Cost Calculations
For Internal Use
3D Imaging
Configuration Management
For Customer Use
Product Catalog
Product Data Management
Real-time Product Visualizations
ERP
eCommerce Management
2D Drawing
3D Digital Asset Management
Rule-based Configuration
Third-Party Integrations
Design Management
Quoting Software 19 selected features Open category ↗ ⌄
Client Portal
Pricing Management
CRM
Electronic Signature
Contract/License Management
Discount Management
Document Management
Cataloging/Categorization
Reminders
Customizable Branding
Third-Party Integrations
Proposal Generation
Electronic Payments
Contact Management
Activity Dashboard
Billing & Invoicing
Drag & Drop
Automated Quoting
Estimating
Connected Applications
Epicor CPQ Integrations
Integration information is displayed only when approved integration products are available on the profile.
Microsoft SharePoint
Microsoft Power BI
Dynamics 365
HubSpot CRM
Zendesk Suite
Oracle Fusion Cloud ERP
Salesforce Sales Cloud
SAP Cloud ERP (formerly SAP S/4HANA Cloud)
Tableau
Slack
DocuSign
Avalara
Epicor Industry ERP Cloud
Pricing Information
Epicor CPQ Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
KBMax (Epicor CPQ) Standard
$150
Per User
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
Verified User Feedback
Write a Epicor CPQ Review ↗
Epicor CPQ Reviews
Approved reviews submitted through verified Google or LinkedIn reviewer accounts.
Salvatore D.
Senior Engineer
A Solid and Reliable Development Platform
The platform is easy to access and simple to modify once you understand the system. Pricing transparency could be clearer, but overall development can be handled in-house with minimal support.
Reviewed on September, 2024
Alternative Products
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Frequently Asked Questions
Epicor CPQ FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
Epicor CPQ (Configure Price Quote) software is a powerful tool designed to streamline the quoting process for manufacturers and distributors. By automating complex pricing and product configurations, Epicor CPQ enables sales teams to generate accurate quotes quickly, reducing the risk of errors and improving customer satisfaction. The platform features an intuitive interface that allows users to configure products, apply discounts, and calculate prices in real time, facilitating faster decision-making. Additionally, Epicor CPQ integrates seamlessly with existing ERP and CRM systems, ensuring data consistency across departments. With robust reporting and analytics capabilities, businesses can gain insights into sales trends and product performance. Ideal for organizations with intricate pricing structures and diverse product lines, Epicor CPQ enhances sales efficiency and enables companies to respond swiftly to customer inquiries, ultimately driving revenue growth.
- No, Epicor CPQ does not offer a free version.
- Yes, Epicor CPQ offers a free trial.
- No, Credit Card details are not required for the Epicor CPQ trial.
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Epicor CPQ offers the following pricing plans & packages:
KBMax (Epicor CPQ) Standard
$150 Per User
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Epicor CPQ supports the following payment frequencies:
- Monthly Subscription
- No, Epicor CPQ does not offer an API.
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Epicor CPQ can be integrated with the following applications:
- Salesforce Sales Cloud , Microsoft SharePoint , SAP Cloud ERP (formerly SAP S/4HANA Cloud) , Tableau , Microsoft Power BI , HubSpot CRM , Slack , DocuSign , Zendesk Suite , Avalara , Dynamics 365 , Epicor Industry ERP Cloud , Oracle Fusion Cloud ERP
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Epicor CPQ offers support with the following options:
- 24x7 Support , Email , Phone , Chat , Knowledge Base , FAQs/Forum
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Epicor CPQ offers training with the following options:
- In-person , Live Online , Documentation , Videos
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Epicor CPQ supports the following languages:
- English
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Following are the typical users of the Epicor CPQ:
- Self-Employed , Small-Business , Midsize-Business
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Epicor CPQ supports the following deployment:
- Cloud Hosted
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Epicor CPQ supports the following devices and operating systems:
- Web-Based
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