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World-Class CPQ Solutions

Accelerate your idea-to-cash timeframe with modern product configuration and dynamic pricing at your fingertips.


What is a product configurator?​

A product configurator (or configuration software) assists you in selecting options for a product to meet the individual needs of your customers. Instead of creating quotes and specifications manually, a product configurator automates the process, speeding up the quote timeline and getting the item into production. If you’re in the business of producing custom or configurable products, you need a product configurator.

Rules based interface

Our configuration interface includes a variety of tools to ensure that each configuration meets your product’s design requirements. Options can be limited based on other option selections and automatically select or eliminate features.

Accurate and consistent results

Configure One Cloud eliminates errors that occur from attempting to design configurations manually. Along with complete bills of material and product spec sheets, we can help revolutionize your business.

Reduce complexity

Configure One Cloud simplifies your business processes and eliminates errors. This enables engineers to spend time designing products instead of creating estimates and sales people can spend time assisting customers, instead of filling out paperwork.

Price and cost calculation with Configure One Cloud

Calculate prices using bill of material item data or generate pricing dynamically without a bill of material. BOM pricing can pull item price and cost data directly from an integrated ERP for pricing that’s always accurate, up to date, and accessed securely.

Pricing options and contracts

Configure One Cloud’s sales configurator supports multiple methods for pricing configurations. Pricing equations can account for variable data that is unique to each configuration. Additionally, customer price books can securely store contracted pricing for every item in your inventory.

Discounting rules and workflows

Configure One Cloud’s quote and order interfaces provide a wide variety of automatic and manual discounting methods. Discount workflow functionality allows for multiple levels of managers to approve or reject discount requests. Discounts can be applied to specific products, items, customers, shipping, and more!

Multi-currency support

Expand your global enterprise with multi-currency BOM pricing. Seamlessly manage pricing for products across multiple currencies, eliminating manual calculations and errors.

Provide comprehensive quotes for customers

Configure One Cloud has the tools to provide comprehensive quotes for customers. Include line items for fully priced configurations, view and edit bills of material from the quoting interface, manage customers, and generate dynamic quote documents.

Documents and SPEC sheets

Generate quote documents populated with bills of material, customer and item data, images, and more. Configure One Cloud’s document creator also includes configured specification sheets and order invoices.

Dealer support

It’s easy to set your products up in Configure One Cloud and our exceptionally talented CPQ services team will show you how to get the most out of your investment and start delivering for your customers.

Quote tracking

Track all changes throughout a quote’s history, including who made what change and when. You can also view previous iterations of a quote document at any time.

Submit an order through the web configurator

Complete the sales process by submitting orders through Configure One Cloud’s web configurator. Monitor ordering with customizable reports and an order queue for reviewing orders before final approval. Configure One Cloud provides all of the tools needed to move your entire sales process into a single application.

Product Catalog

Allow your customers to create their own configurations and turn your catalog of items and products into a searchable visual interface. With our e-catalog, customers can add items to carts for quotes and orders.

Credit card checkout

Configure One Cloud provides a straightforward e-commerce interface for customers to make purchases using a credit card. This feature allows for simple and secure purchasing entirely within the Configure One Cloud application.

Tax calculation with Avalara

We offer a standard integration to Avalara for sales tax calculation and address validation services. This allows Configure One Cloud to retrieve accurate sales tax calculations and validate address information for quotes and orders. Avalara is a cloud-based software platform that provides a variety of sales tax compliance solutions.

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Configurator and CPQ services from Configure One Cloud

Configure One Cloud can partner with you on:

  • Implementation of Configure One Cloud
  • Education and training of Configure One Cloud
  • Configurator-Related CAD Automation
  • Product configuration requirements assessment
  • Replacement of your existing product configurator
  • Configurator software customizations

Implementation of Configure One Cloud

Because each client is unique, flexibility is key at Configure One Cloud.
We offer a variety of implementation options to match your strategy and budget.

Training and mentoring services

With this approach, you take responsibility for the majority of the software implementation, turning to Configure One Cloud for training and mentoring.

The first step is to identify a qualified person(s) for the role of system configurator administrator. The system configurator administrator is responsible for modeling data and product rules into Configure One Cloud CPQ. Configure One Cloud provides comprehensive administrator training classes, and you are assigned a Configure One Cloud project team for mentoring and consulting throughout the project.

Item and part creation

Configure One Cloud handles item master and part creation as a piece of the configuration process. Item master creation can be automated to create records for unique dimensions and feature combinations. Bills of material include static and dynamically generated item master line items.

Item management and ERP integration

Item masters in Configure One Cloud support substitution and replacement, as well as sets composed of multiple items, phantom items, and more. Configure One Cloud can integrate to any ERP system to ensure that it is always using the most up-to-date item information for every configuration.

Automated part creation

Generate new smart parts and items automatically whenever a unique combination is used. Configure One Cloud will always check to see if the item exists before creating a new item and reuse existing items whenever possible.

Special option requests

Let customers submit special requests for engineered-to-order products. Users can define their exact needs and include comments. Special requests can be reviewed and then added to the BOM as new items.

Bill of material

Dynamically generate a customized bill of material for every configuration. Configure One Cloud bills of material use rules and logic to eliminate the errors and inefficiency of manual BOM creation. Bills of material can be viewed at every step of the configure–quote–order process. A dynamically generated BOM can even be displayed while selecting components on the configuration interface.

Logic based BOM

Configure One Cloud bills of material use easy-to-implement logic to determine which items to include based on each unique configuration. They can also include equations for calculating square footage, length, or any other required unit of measure.

Multiple BOM formats

Every configuration can generate multiple bills of material, such as a sales BOM and a manufacturing BOM. Each BOM type can be configured to display pricing, costs, item quantity, and more. BOMs can be edited to add or remove items as needed directly from the quote or order interface.

Smart routings

Generate manufacturing routings specific to each configuration, providing your shop floor with step-by-step manufacturing instructions. Routings compile a list of included items and can calculate the setup and assembly time for each step in the manufacturing process.

Integrated CAD automation

Configure One Cloud leverages your CAD models and drawings to automatically generate fully configured 3D models, sales drawings, and production drawings. Your customers and sales representatives can view CAD outputs almost instantly, instead of waiting days or weeks for engineers to put together a custom design.

Dynamically genrated sales drawings

Drastically reduce your quote-to-production lead time with automated sales and production drawings that are dynamically generated as soon as configurations are created.

CAD generated bills of material

Automatically generate bills of material with your CAD application or Configure One Cloud’s native bill of material functionality. Configure One Cloud is flexible and works with your existing assets to achieve the best results.

Boosted efficiency

Instead of engineers spending their time manually producing configured models and drawings, Configure One Cloud with CAD automation frees them up to spend their time on more valuable projects.

Configure One Cloud’s CPQ CAD automation supports: SOLIDWORKS | Autodesk Inventor | PTC Creo (Pro/Engineer)

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