Epicor CPQ Features

Based on 53 Epicor CPQ reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote

Based on 46 Epicor CPQ reviews and verified by the G2 Product R&D team. Based on answering questions about customers the configurator automatically selects the best fit products

Based on 59 Epicor CPQ reviews and verified by the G2 Product R&D team. Rules ensure that users select only compatible options and that all required items are included

Based on 51 Epicor CPQ reviews and verified by the G2 Product R&D team. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

Based on 60 Epicor CPQ reviews and verified by the G2 Product R&D team. Images can be displayed of options to enable users to visualize product options as it is being configured

Based on 48 Epicor CPQ reviews and verified by the G2 Product R&D team. Ability to support multiple pricing models for one-time, recurring, and other items

Based on 43 Epicor CPQ reviews and verified by the G2 Product R&D team. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

Based on 46 Epicor CPQ reviews and verified by the G2 Product R&D team. Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

Based on 42 Epicor CPQ reviews and verified by the G2 Product R&D team. Ensure that users automatically include the right terms based on items being quoted

Based on 43 Epicor CPQ reviews and verified by the G2 Product R&D team. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

Based on 35 Epicor CPQ reviews and verified by the G2 Product R&D team. Allows users to renew existing contracts based on contracted pricing and existing assets already owned

Based on 44 Epicor CPQ reviews and verified by the G2 Product R&D team. Ability to easily group items on quotes; apply and manage discounts and pricing by group

Based on 43 Epicor CPQ reviews and verified by the G2 Product R&D team. Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

Based on 52 Epicor CPQ reviews and verified by the G2 Product R&D team. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

Based on 46 Epicor CPQ reviews and verified by the G2 Product R&D team. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

Based on 34 Epicor CPQ reviews and verified by the G2 Product R&D team. Ability to convert accepted quotes into contracts; set up of required assets and contracts

Based on 30 Epicor CPQ reviews and verified by the G2 Product R&D team. Easily build and maintain configurator; flexibility to easily embed all desired business logic

Based on 28 Epicor CPQ reviews and verified by the G2 Product R&D team. Can easily build and maintain pricing logic required by business

Based on 26 Epicor CPQ reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules

Based on 27 Epicor CPQ reviews and verified by the G2 Product R&D team. Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs

Based on 38 Epicor CPQ reviews and verified by the G2 Product R&D team. Supports users working on a mobile devide (phone and/or tablet)

Based on 36 Epicor CPQ reviews and verified by the G2 Product R&D team. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

Based on 38 Epicor CPQ reviews and verified by the G2 Product R&D team. End customer users can configure, price, and buy products in a self service environment online

Based on 17 Epicor CPQ reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain

Based on 21 Epicor CPQ reviews and verified by the G2 Product R&D team. System provides API's that can be used to easily integrate to financial and other 3rd party systems

Based on 13 Epicor CPQ reviews and verified by the G2 Product R&D team. System support multiple currencies and languages to enable business in multiple countries

Based on 26 Epicor CPQ reviews and verified by the G2 Product R&D team. Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers

Based on 15 Epicor CPQ reviews and verified by the G2 Product R&D team. Easily generate desired reports and dashboard on configurations, pricing, and quoting

ERP integration is flexible and easy to maintain

Based on 36 Epicor CPQ reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information.

Based on 36 Epicor CPQ reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

Based on 33 Epicor CPQ reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals.

Based on 33 Epicor CPQ reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device.

Based on 34 Epicor CPQ reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals.

Based on 35 Epicor CPQ reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding.

Based on 31 Epicor CPQ reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal.

Based on 27 Epicor CPQ reviews and verified by the G2 Product R&D team. Multiple users can edit a single document.

Based on 26 Epicor CPQ reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval.

Based on 23 Epicor CPQ reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long.

Based on 22 Epicor CPQ reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best.

Based on 21 Epicor CPQ reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Based on 35 Epicor CPQ reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 30 Epicor CPQ reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions.

Based on 27 Epicor CPQ reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients.

Based on 23 Epicor CPQ reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow.

Based on 29 Epicor CPQ reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals.

Based on 29 Epicor CPQ reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Enables products to be viewed and configured in two-dimensions. 31 reviewers of Epicor CPQ have provided feedback on this feature.

Enables products to be viewed, configured and interacted with in three-dimensions. 33 reviewers of Epicor CPQ have provided feedback on this feature.

Generate a CAD diagram using the features selected in a product configuration. This feature was mentioned in 31 Epicor CPQ reviews.

Based on 26 Epicor CPQ reviews. Overlays a 3D representation of the product being configured onto a background captured live by the camera of a phone or tablet.

As reported in 26 Epicor CPQ reviews. Places the product inside a computer-generated 3D scene where they can see a 360-degree of the product in its surroundings.

Allows sales representatives and customers to drag features from a menu onto the visualization of the product. 28 reviewers of Epicor CPQ have provided feedback on this feature.

Floor space planning (FSP) visualization tools are optimized for organizing the contents of a room, warehouse or building. This feature was mentioned in 27 Epicor CPQ reviews.

Visual configuration tools often integrate with other tools, most prominently CPQ solutions. 31 reviewers of Epicor CPQ have provided feedback on this feature.

As reported in 31 Epicor CPQ reviews. Create sales proposals based on the visual product configurations.

Mapping between the attributes and actions in the nonvisual configuration engine and the attributes of the visualization. 32 reviewers of Epicor CPQ have provided feedback on this feature.

As reported in 29 Epicor CPQ reviews. Provide standard options for 3D configuration

As reported in 30 Epicor CPQ reviews. Allow users to make changes in real-time

Support drag and drop personalization This feature was mentioned in 29 Epicor CPQ reviews.

Create customizable 360-degree viewers 29 reviewers of Epicor CPQ have provided feedback on this feature.

As reported in 30 Epicor CPQ reviews. Include interactive product tours and presentations

Use virtual reality to create immersive experiences 25 reviewers of Epicor CPQ have provided feedback on this feature.

As reported in 27 Epicor CPQ reviews. Integrate with multiple e-commerce platforms

Based on 28 Epicor CPQ reviews. Configurators can be embedded on websites

As reported in 30 Epicor CPQ reviews. Deliver APIs that can be customized

Allows users to generate text based on a text prompt.

Provides the ability to generate images from a text prompt.

Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior

Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs