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Improving Customization Complexity With CPQ

Customization is an essential part of modern manufacturing, but it makes the sales process exponentially more complicated — especially as customers continue to expect more and more. In addition to overly complex engineering requirements, the sales process has become exponentially harder when gathering product details, slowing down sales and decreasing revenue potential. 

Fortunately, CPQ for industrial manufacturers eliminates virtually all of these problems. With the right software, manufacturers can configure complex products with ease, enabling more sales growth and better profit margins.

What is CPQ for industrial manufacturing

Configure, price, quote (CPQ) is a type of software designed to automate the most cumbersome parts of quoting custom and configurable products. CPQ platforms allow industrial machinery manufacturers to upload their product portfolios and make them available to customers through an online web portal. Engineers can program complex configuration rules that determine what types of product attributes customers can modify, as well as constrain the choices to the manufacturer’s limitations. This ensures that customers only build viable products.

Similar to a B2C e-commerce experience, customers can browse the catalog and select their own configurations without the need to utilize any valuable sales resources. After submitting their selections, the system can calculate prices and automatically generate a quote in a fraction of the time of manual processes.


Unlock the secrets to turbocharging manufacturer operations! Dive into our comprehensive guide, where we demystify CPQ, making optimization a breeze. Click now and revolutionize your manufacturing process.


Unlock the secrets to turbocharging manufacturer operations! Dive into our comprehensive guide, where we demystify CPQ, making optimization a breeze. Click now and revolutionize your manufacturing process.

The top benefits of CPQ for industrial manufacturing

These capabilities provide manufacturers with a number of advantages, including:

Streamlined product configuration

Without the need for hands-on sales support during configuration, customers can customize orders and request quotes at their own convenience, creating a virtually frictionless experience.

Rapid and error-free customization

Customers can easily modify configurations before requesting quotes, and since they’re directly involved in the selection process, they can easily see if they’ve made a wrong choice before submitting. Since CPQ allows engineers to program constraints for customization, there’s no chance of customers ordering a product that’s not viable for production.

Visual configurations

The best CPQs offer customers more than options from a menu: they generate models of products that update in real-time with each variable selection. This allows customers to see exactly what they’re ordering before they receive it, so they can make purchases with greater confidence, reduce the number of change orders, and minimize their chances of buyer’s remorse. Basic CPQ software offers just 2D visualization, but more advanced platforms offer 3D models to explore. Some even feature VR and AR capabilities.

Dynamic pricing for custom configurations

CPQ can do more than automatically calculate prices for orders based on the products and variables selected — the most advanced platforms can automatically include customer discounts, promotions, and other elements that modify the final quote. Sales can program in pricing rules the same way engineers program in configuration constraints.

Collaboration and approval workflows

Manual configuration processes are marred by tedious back-and-forth communication between sales and engineers to make sure a configuration is viable, or bill of materials (BOMs) are up-to-date. CPQ, in addition to automating processes, also serves as a single source of truth for each sale, and features threads that streamline communications between different departments and stakeholders. If sales has a question about an order, they can ask engineers in a comment thread, without any need to send an email. All correspondence is automatically logged and visible for everyone, streamlining the workflow auditing process as well.

Streamline industrial machinery sales with Configure One Cloud

CPQ for industrial manufacturers is a sales gamechanger, but not all solutions are created equal. You need a platform equipped with all of the latest features, and designed to meet the needs of a remote and distributed workforce.

Configure One Cloud from Revalize has translated over two decades of CPQ innovation into a robust, cloud-based app capable of handling the most complex product catalogs, with state-of-the-art 3D visualization. Best of all, the platform is easier to deploy than almost any solution in the market, so sales teams can begin scaling within weeks of beginning implementation.

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