Infor CPQ + Sage Integration

Unlock Effortless Purchase Order Control with Infor CPQ and Sage Integration.

Integrating Sage with Infor CPQ (Configure Price Quote) creates a seamless connection between financial management and the sales process. This integration helps companies streamline operations, reduce errors, and improve efficiency by syncing product configurations, pricing, and financial data. Here’s an overview of how Sage integrates with Infor CPQ and the benefits it offers:

Enhancing Efficiency, Accuracy, and Customer Satisfaction

Efficiency

Streamline the quote-to-cash process by automating the transfer of data between systems. Customer comments, custom fields, and product configurations will be seamlessly transferred between Infor CPQ and Sage.

Accuracy

Reduce the risk of manual errors in pricing, quoting, and order entry by integrating Infor CPQ and Sage. Product and customer data entered into Infor CPQ will transfer automatically to Sage, entirely removing the risks associated with manual data entry.

Customer Satisfaction

Provide customers with fast, accurate quotes and ensure smooth order fulfillment by removing the need for complicated communication pipelines. Give customers updates from directly within the platform.

Visibility

Allow your team to stay up to date, all in one place. Provide better visibility into sales, inventory, and financial performance.

Infor CPQ and Sage talk to each other, so you don’t have to.

Infor CPQ and Sage integrate flawlessly, eliminating manual communications that slow down your process.

  1. Configure products in Infor CPQ.
  2. Generate a comprehensive quote complete with line items.
  3. Submit orders directly from the platform.
  4. Order details are automatically transferred into Sage.
  5. Allow your dealers to check the status of their orders independently.

This communication between Sage and Infor CPQ reduces manual data entry, saving your team effort and putting time back in their day.

Powerful Insights, Tailored Solutions, Scalable Growth

The integration of Infor CPQ and Sage ERP provides a strong foundation for reporting and analytics. By combining data from both systems into one unified dashboard, you can easily track sales performance, product demand, profitability, and customer trends.

Infor CPQ’s high level of customization allows it to be tailored to your specific business needs, seamlessly aligning with your processes in Sage ERP. Whether managing complex pricing, configuring custom products, or addressing unique customer conditions, the integration ensures both systems work together effortlessly.

DSA Doors

“It’s that simple. Our dealers can create a quote, configure their item based on what they need, and then press ‘order’ and continue to check its status. That’s all they want.”

Sage & Infor CPQ Integration

Ichung Chang - DSA Doors

See It In Action:

For over 40 years, DSA Doors has provided superior wooden doors to homeowners, builders, and designers. With a Sage and Infor CPQ integration, DSA has accelerated its sales and ordering process by:

  • Creating custom configuration fields tailored to their business
  • Enabling real-time order status updates that dealers can check
  • Transferring order data into Sage, reducing manual data entry
  • Automating pricing adjustments and order generation
  • Syncing dealer locations for accurate order processing

This seamless integration reduces manual work, minimizes errors, and improves efficiency—helping DSA serve its customers faster.

FAQ

How comprehensive is data synchronization?

Infor CPQ syncs with Sage, ensuring accurate product details, pricing, and configurations. It also keeps customer information up to date across both systems, reducing errors. Live inventory data from Sage is accessible, so sales teams can see stock levels, and any out-of-stock or backordered items are reflected in pricing and availability.

How is financial data communicated between the platforms?

Once an order is confirmed in Infor CPQ, it automatically transfers to Sage’s financial modules for invoicing, ensuring alignment with the quote terms. Tax rates and financial settings from Sage are also applied to quotes generated in Infor CPQ, ensuring consistency and accuracy across both systems.

How does the integration improve the user experience?

After a customer approves a quote in Infor CPQ, the order is automatically transferred to Sage, eliminating manual data entry and ensuring smooth processing through the ERP system. Users can easily switch between the two platforms, reducing friction for both sales teams creating quotes and back-office teams managing orders, inventory, and finances. Additionally, dealers can check their order status directly, without needing to contact the sales team.