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A CPQ solution built with manufacturers in mind

Our CPQ covers your entire sales-to-production process. Configure products, calculate pricing, send quotes to customers, secure and order, and generate engineering documents. All with Configure One Cloud.

CPQ features with the enterprise design and flexibility you expect

CPQ for Enterprise Manufacturers

Configure, price, quote (CPQ) software allows users across enterprise organizations to accurately and quickly quote complex products and services.

CPQ Integrations

Leverage the Revalize Integration Hub to seamlessly connect your business systems, streamline workflows, and bid farewell to manual processes, improving accuracy and boosting productivity.

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Product Configurator

Easily configure even the most complex products using our robust CPQ solution. Rules and logic intelligently guide users through the product configuration process while 3D visualization options show customers what they’ve created in real time as each option is selected.

Speed

Save time and impress customers with lightning-fast turnaround times for estimates, drawings, and spec sheets.

Accuracy

Strictly controls which product options are compatible so you can rest assured that pricing is always accurate.

Growth

Expand your sales force by making it easy for your reps, dealers, and distributors to build custom configurations.

Revenue

Boost revenue with operational efficiency and improved customer satisfaction.

Exceptionally powerful

Configurations utilize a variety of rules and logic to intelligently guide users through the configuration process. Additional visualization options allow customers to see what their configuration will look like in real time as each option is selected. Easy-to-use administrative screens allow you to define and maintain configuration rules with precision control.

Rules based interface – Our configuration interface includes a variety of tools to ensure that each configuration meets your product’s design requirements. Options can be limited based on other option selections and automatically select or eliminate features.

Accurate and consistent results – 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.

Reduce complexity – 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.

Integrated CAD automation – Generate fully configured 3D models, sales drawings, and production drawings. Drastically reduce your quote-to-production lead time with automated sales and production drawings that are ready in seconds. Fully configured CAD outputs can even be viewed directly in your browser!

Learn about CAD automation

Bill of material – Dynamically generate a customized bill of material (BOM) for every product configuration. Rules and logic help eliminate the errors and inefficiency of manual BOM creation. Multiple BOM formats can be generated for different audiences, like sales reps, customers, or the manufacturing floor. Learn about bills of material
Item and part creation – 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. Learn about item & part creation

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Pricing Management

Calculate prices using bill of material item data or generate pricing dynamically without a bill of material. BOM pricing can pull item price and cost data directly from an integrated ERP for pricing that’s always accurate, up to date, and accessed securely.

Pricing options & contracts

Manage multiple methods for pricing configurations, whether based on item, cost, customer segments, or more. 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.

Discounting rules and workflows

Leverage a 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!

Multi-Currency
support

Expand your global enterprise with multi-currency BOM pricing. Seamlessly manage pricing for products across multiple currencies, eliminating manual calculations and errors.

Quotes for Customers

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.

Documents and spec sheets

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.

Sales channel
support

Leverage simplified configuration, dynamic pricing, and automated workflows to empower your sales team, dealers, distributors, and other channels to directly connect with customers.

Quote change
tracking

Track all changes throughout a quote’s history, including who made what change and when. You can also view previous iterations of a quote document at any time.

eCommerce & Orders

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 in a single application.

Product
catalog

Allow your customers to create their own configurations and turn your catalog of items and products into a searchable visual interface. With our e-catalog, customers can add items to carts for quotes and orders.

Credit card
checkout

Provide a straightforward e-commerce interface for customers to make purchases using a credit card, allowing for simple and secure purchasing entirely within the application.

Tax calculation with Avalara

Avalara is a cloud-based software platform that provides a variety of sales tax compliance solutions. We offer a standard integration to Avalara for sales tax calculation and address validation services. Rest assured knowing you can accurately calculate sales tax and validate address information for quotes and orders.

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Bill of material

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.

Logic Based BOM – 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.

Multiple BOM Formats – Every configuration can generate multiple bills of material, such as a sales BOM and a manufacturing BOM. Each BOM type can be configured to display pricing, costs, item quantity, and more. BOMs can be edited to add or remove items as needed directly from the quote or order interface.

Smart Routings – Generate manufacturing routings specific to each configuration, providing your shop floor with step-by-step manufacturing instructions. Routings compile a list of included items and can calculate the setup and assembly time for each step in the manufacturing process.

Item master and part creation

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 Management and ERP Integration – Item masters 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.

Automated Part Creation – 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.

Special Option Requests – Let customers submit special requests for engineered-to-order products. Users can define their exact needs and include comments. Special requests can be reviewed and then added to the BOM as new items.

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