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.
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.
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.
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.
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!
Expand your global enterprise with multi-currency BOM pricing. Seamlessly manage pricing for products across multiple currencies, eliminating manual calculations and errors.
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.
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.
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.
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.
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.
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.
Configure One Cloud can partner with you on:
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.
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.
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 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.
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.
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.
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.
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.
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.
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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