Step 1: Select Your Customer and Product

Step 2: Configure Your CPQ for Manufacturing

Use rules-based, guided selling to quickly configure complex products in minutes. All options are filtered, selected, and shown to ensure you never miss an option. 2D and 3D models are generated and updated in real-time while configuring the product. Key capabilities with the software include:

  • Cost, configure, and generate a quote in minutes
  • Choose proper product dimensions
  • Provide 2D and 3D images to the customer and manufacturing floor
  • View the product summary for information on all made selections
  • Ensure accurate product configurations, BOMs, and routings with option-based guided selling
  • Execute more quotes to get more sales

Step 3: Obtain Approvals and Apply Additional Costs and Discounts

Step 4: Order Your Product

Produce automatic quote documentation customized for your company to send to the customer and close your deal. After the order is ready to be submitted, click submit and send dynamic BOMs and routing information to your ERP for manufacturing. Additional results of using our dealer portal for manufacturing include:

  • Dynamically automating the bill of materials and routing creation
  • Automating quote document generation and 2D or 3D images
  • Ensuring all quoted products and submitted orders can be made

Answering Your FAQs About Using Quoting Software for Manufacturing

What does a CPQ for manufacturing help with?

During the sales cycle, manufacturing CPQ software accurately and efficiently provides customers with quotes that are specific to their needs and preferences. The process is as follows:

  1. Configuring a product or service to the customer’s specifications and demands
  2. Pricing the item (our systems factor in the labor, overhead, profit margin, and anything else you need)
  3. Creating a quote

With our configurator for manufacturing, it’s really that simple. Users love our CPQ software because it offers a streamlined process and customers love it because it gets the information they need to make an informed purchasing decision.

Is manufacturing CPQ software only used by large companies?

No, manufacturing CPQ software is used to support businesses of all sizes. While a larger company may have more complex needs, CPQ solutions can be tailored to fit the needs of small and midsize companies.

What are the benefits of manufacturing CPQ software?

CPQ software helps to manage the sales process for configurable products. By streamlining the process of configuring products, you can ensure accuracy in configuration, pricing, and quoting to reduce error, speed up the sales cycle, and improve customer satisfaction via your accurate and timely quotes. Overall, this leads to more productivity in your team and improved sales visibility and control.

What are the key features of CPQ software for manufacturing?

Many features and abilities come with using CPQ software, including product configurators, pricing engines, quoting tools, guided selling capabilities, approval workflows, and integration with CRM and ERP systems, all in a customizable interface. These aspects make our dealer portal for manufacturing companies robust, thorough, and highly efficient.

What are some factors to consider before choosing quotation software for my manufacturing company?

When choosing a manufacturing configurator solution for your company, it is important to consider the complexity of your products, integration capabilities with the systems you currently use, user-friendliness, scalability, and pricing. We also recommend choosing a vendor that has great customer support and implementation services for the most seamless experience with a manufacturing dealer portal!

Get in Touch with Us for CPQ for Manufacturing

If you are looking for CPQ software for manufacturing that is going to deliver swift and detailed results on customer quotes, our CPQ systems are ready to expedite the order process.

Have any additional questions regarding our quoting software for manufacturing? If so, fill out the form with the link below or reach out to us and we will contact you within one business day!