[ Epicor CPQ Reviews ](https://www.g2.com/products/epicor-cpq/reviews) [ Epicor CPQ Reviews ](https://www.g2.com/products/epicor-cpq/reviews) # Epicor CPQ Features ##### ## Configuration - cpq (5) Product Catalog Allows users to search, filter, sort and select items to be added to quote Guided Selling Based on answering questions about customers the configurator automatically selects the best fit products Configuration Rules Rules ensure that users select only compatible options and that all required items are included Price Configuration Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price Visual Configuration Images can be displayed of options to enable users to visualize product options as it is being configured Show More ##### ## Pricing (6) Pricing Flexibility Ability to support multiple pricing models for one-time, recurring, and other items Discounting Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements Commerical Rules Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations Terms and Conditions Ensure that users automatically include the right terms based on items being quoted Approval Workflow Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly Renewals Allows users to renew existing contracts based on contracted pricing and existing assets already owned Show More ##### ## Quoting (6) Grouping Ability to easily group items on quotes; apply and manage discounts and pricing by group Version Control Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version Quote Document Generation Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) Ordering Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration Contracts Ability to convert accepted quotes into contracts; set up of required assets and contracts Approval Process Control Manage the process of evaluating documents or requests submitted for approval Show More ##### ## Admin (11) Configuration Ease of Admin Easily build and maintain configurator; flexibility to easily embed all desired business logic Pricing Administration Can easily build and maintain pricing logic required by business Workflow Management Easily build and maintain workflows, misc commercial fields, commercial rules Document Management Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs Contact Management Manage, organize, and store contact information Discount Management Track products that are for sale at a reduced price or part of coupon promotions Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Contract/License Management Track, store, and access client contracts or licenses Renewal Management Manage and track the renewal process for various services, subscriptions, contracts, or licenses Price/Margin Management Track and manage the profit margin between the cost of a product and its selling price. Order Management Manage and track customer orders for goods, investments, or any other purchases Show More ##### ## Channels (3) Mobile User Support Supports users working on a mobile devide (phone and/or tablet) Channel Partner Support Provides functionality for channel partners to configure, price, quote and buy products in a self service environment eCommerce End customer users can configure, price, and buy products in a self service environment online Show More ##### ## Platform (8) CRM Integration CRM integration is flexible and easy to maintain Integration API System provides API's that can be used to easily integrate to financial and other 3rd party systems Internationalization System support multiple currencies and languages to enable business in multiple countries Scalability Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers Reporting and Dashboards Easily generate desired reports and dashboard on configurations, pricing, and quoting ERP Integration ERP integration is flexible and easy to maintain Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Document Creation (6) Customizability: Variables and Fields Define fields to pull in dynamic information. Template Creation and Flexibility Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. Rich Media How well the platform supports images, audio, and video in proposals. Online Document Creation Create adaptive online documents for view via browser or mobile device. PDF Creation Create attractive PDF versions of proposals. Custom Branding Brand proposals and the application's portal with your company's logos and branding. Show More ##### ## Workflow (3) Document Builder Interface Easily search for and add elements to a proposal. Collaborative Creation Multiple users can edit a single document. Assembly and Approval Workflows Automate workflows by routing documents to the correct individuals for adding content and approval. Show More ##### ## Analytics (3) Engagement Tracking Track who is looking at proposals and how often or for how long. Proposal Effectiveness Reporting Find out which pieces of content are performing best. Reporting and Dashboards Access pre-built and custom reports and dashboards on proposal volume and acceptance. Show More ##### ## Administration and Platform (14) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Alerts and Notifications Program in-app and email notifications for approval milestones or actions. CRM Integration Push and pull data from CRM to build proposals and update statuses with clients. Electronic Signature Digitally sign online documents CPQ Integration Push and pull data from quote applications to build proposals. API / Integrations 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. Contract/License Management Track, store, and access client contracts or licenses Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Contact Management Manage, organize, and store contact information RFP Management Manage and process incoming documents detailing requests for proposals Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Task Management Create, manage and track all task activities and progression API Application programming interface that allows for integration with other systems/databases Show More ##### ## Visual Configuration (13) 2D Visualizations Enables products to be viewed and configured in two-dimensions. 3D Visualizations Enables products to be viewed, configured and interacted with in three-dimensions. CAD Visualizations Generate a CAD diagram using the features selected in a product configuration. AR Visual Configuration Overlays a 3D representation of the product being configured onto a background captured live by the camera of a phone or tablet. VR Visual Configuration Places the product inside a computer-generated 3D scene where they can see a 360-degree of the product in its surroundings. Drag-and-Drop Functionality Allows sales representatives and customers to drag features from a menu onto the visualization of the product. Floor Space Planning (FSP) Floor space planning (FSP) visualization tools are optimized for organizing the contents of a room, warehouse or building. APIs and Integrations Visual configuration tools often integrate with other tools, most prominently CPQ solutions. Proposal Generation Create sales proposals based on the visual product configurations. Rule-based Configuration Configure products according to pre-defined rules and/or constraints Data Visualization Graphical representation of data Real-time Product Visualizations Visualize products in real time, as they are configured ERP integration Integrate with existing ERP systems Show More ##### ## Configuration (3) 3D Configurator Provide standard options for 3D configuration Real-time Allow users to make changes in real-time Free-form Support drag and drop personalization Show More ##### ## Visualization (3) 360 View Create customizable 360-degree viewers Interactive Include interactive product tours and presentations Virtual Reality Use virtual reality to create immersive experiences Show More ##### ## Integration (3) E-commerce Integrate with multiple e-commerce platforms Websites Configurators can be embedded on websites APIs Deliver APIs that can be customized Show More ##### ## Generative AI (5) AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Proposal Generation Create proposals based on costs of labor and materials AI Text-to-Image Provides the ability to generate images from a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Generative AI - cpq (3) Dynamic Quoting Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior Dynamic Pricing Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors Personalized Sale Recommendations Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs Show More ##### ## Additional Functionality (86) Inventory Management Track and manage inventory levels to maintain proper supply Client Portal Private online space that lets businesses securely share documents and provide information access to clients Design Management Collaborate on creating a product by sharing and adjusting designs through a shared portal API Application programming interface that allows for integration with other systems/databases Order Processing Send / receive, process, and execute orders Order Management Manage and track customer orders for goods, investments, or any other purchases Sales Order Management An order generated by a seller to a customer, containing details about products or services Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Workflow Management Create, design and manage workflows for repetitive tasks Discount Management Track products that are for sale at a reduced price or part of coupon promotions 3D Imaging Representation of any object in 3D Multi-Currency Manage and handle various international currencies Template Management Create, save, and re-purpose templates for emails, forms, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns For Customer Use For use by customers Customizable Branding Add customized logos and colors to align with company branding Pricing and Cost Calculations Calculate rule-based prices for a product/service Sales Reports Reports specific to sales analysis for trends and strategies Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Product Catalog Present a catalog of inventory that customers can view CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements 2D Drawing Drawing and modeling designs within 2D flat dimensions Document Management Store, manage, and track all electronic documents in a centralized location Online Catalog An online catalog of inventory that customers can view Bills of Material Material list of manufacturing parts and associated costs Multi-Language Manage and support multiple languages Product Data Management Capture, organize and track product-specific data and information in a centralized location Approval Process Control Manage the process of evaluating documents or requests submitted for approval Access Controls/Permissions Define levels of authorization for access to specific files or systems Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Order Entry Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries Quotes/Estimates Generate quotes or estimates for customers Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Price/Margin Management Track and manage the profit margin between the cost of a product and its selling price. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Version Control Track revisions and updates made to files and navigate between different versions Configuration Management Identify component attributes like servers, hardware, software, and manage relationships across all services eCommerce Management Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities For Internal Use Usage of documents or items within a specific organization 3D Digital Asset Management Store and manage 3D digital assets Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Templates Sample files or documents that could be customized as needed or used as is Collaboration Tools Provides a channel for team members to share media files, communicate, and work together AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Automatic Formatting Automatically formats data in a predetermined way Client Portal Private online space that lets businesses securely share documents and provide information access to clients Access Controls/Permissions Define levels of authorization for access to specific files or systems Quotes/Estimates Generate quotes or estimates for customers Customizable Reports Alter the layout and content of reports Content Library Centralized repository to store content and assets Data Import/Export Import and export data to and from software applications Document Review Review and analyze existing information across documents Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Reminders Timed notification for any upcoming task, deadline, appointment, or activity Audit Trail A record of all activities within the system, including user access, changes made, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Approval Process Control Manage the process of evaluating documents or requests submitted for approval Version Control Track revisions and updates made to files and navigate between different versions Price and Cost Calculations Calculate rule-based prices for a product/service Data Visualization Graphical representation of data Rules Engine It is a logic or a condition that executes business rules in a runtime production environment Real-Time Data Receive data and information in real time Quotes/Estimates Generate quotes or estimates for customers Audit Trail A record of all activities within the system, including user access, changes made, etc. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Access Controls/Permissions Define levels of authorization for access to specific files or systems Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities Document Storage Store and organize documents in a centralized system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Product Configurator Customize the specifications of a finished product to meet the particular needs of a customer Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Forecasting Form predictions based on past and present data/trends Bills of Material Material list of manufacturing parts and associated costs Multi-Currency Manage and handle various international currencies Generative AI Use AI to generate content in the form of text, images, videos, etc. Customizable Branding Add customized logos and colors to align with company branding Electronic Signature Digitally sign online documents Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Show More ## 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