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What Makes a Full-Service CPQ Solution

In today’s demanding manufacturing market, mass production is no longer enough to stay competitive. Manufacturers need to offer mass customization to meet their customers’ increasingly complex product specifications. But how can sales manage the configuration process efficiently?

Configure, price, quote (CPQ) software allows manufacturers to customize any type of product at scale in a way that’s easy for customers, sales teams, and engineers alike to manage. Here’s what you should look for in a full-service CPQ solution.

End-to-End Configuration Technology

With cloud-based CPQ software, manufacturers can configure, price and quote custom products on an accelerated timeline compared to manual quoting.

Without CPQ, the configuration and quoting process looks like this: A customer calls a manufacturer’s sales department and asks for a specific product to be made. The sales associate captures the requirements and then sends them to the engineering department to determine if it’s possible to make such a product.

Engineering then works to create a bill of material (BOM), including all the items needed to make the product. The BOM helps calculate the cost of manufacturing. From there, a quote is generated, deriving the price to ensure profit for the manufacturer. If any part of this process requires a change along the way, such as the customer wanting a different material or size, then the process has to start over. This could mean weeks of back-and-forth before manufacturing can begin.

With CPQ software, the entire process is streamlined and optimized. The software can be set up to control which product options are compatible and generate a bill of material instantly. That way, when a customer wants a specific product, the sales associate can enter the specs into the software and provide a quote in just minutes instead of days.

The software also allows for full mock-ups of the product to be created, including 3D models that can be used as a sales collateral and for customer approval. Furthermore, when the customer places the order, the quote is converted to the BOM, along with the other order-supporting data (routings, newly created items and parts), and is passed to the manufacturer’s ERP for fulfillment. This helps to improve efficiency in the process and avoid errors with the product.


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.

Always Available Support

To help alleviate some of the manual quoting hassle, many manufacturers have built their own homegrown configurators out of spreadsheets and basic database software. While these solutions are better than manually configuring product builds or calculating pricing, they’re still labor intensive. Worse, these patchwork solutions are vulnerable to errors of full breakdowns, which can hinder a sales operation.

With a third-party CPQ, manufacturers can enjoy the convenience of a professionally built solution. To ensure maximum uptime, manufacturers should look for a well-established CPQ vendor with a well-seasoned and dedicated support staff. Customer support reps should be available at least every day during business hours, if not 24/7, and able to answer any questions or troubleshoot any difficulty you have with the software.

A Peer Community

Specialty manufacturing is niche, and the more individual businesses collaborate, the better for every company in the industry. Look for a CPQ vendor that regularly engages the community for feedback about their software. Developers that collect insight from users are more likely to implement features and capabilities in their platform that truly help drive progress in the industry — often in ways that no other CPQ solution can.

Even better, full-service CPQ providers create a platform for their customers to collaborate, especially through social media or dedicated forums. Customers can network with each other to provide their own tips for maximizing the effectiveness of their CPQ, and even network about other business ventures.

Experience the Difference With Configure One Cloud from Revalize

Many people see CPQ software as a simple tool that performs a necessary job, but Configure One Cloud’s CPQ is a solution that eliminates the challenges manufacturers face today. Whether you’re looking for complete end-to-end CPQ, a dedicated support team with more than two decades of experience, or a robust community of specialty manufacturers to uplevel your business, Configure One Cloud has what you’re looking for.
See for yourself in a free product demo.

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