AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Epicor CPQ | Advanced Configuration, Pricing & Quoting

Simplify complex quoting with powerful configuration and pricing.

Overview

See How Epicor CPQ | Advanced Configuration, Pricing & Quoting Works

  • Advanced Configuration & Quoting: Handle complex product rules, pricing, and quoting with accuracy and consistency across every deal.

  • Flexible Integration: Integrates with Salesforce Sales Cloud and other CRM and ERP systems without being tied to a single platform.

  • Engineer-to-Order Automation: Automatically generate CAD files, drawings, and bills of materials to streamline engineering and manufacturing workflows.

  • Visual Code Rule Management: Easily create and maintain configuration and pricing rules without relying on developers.

  • Optional Visual Experience: Enable interactive 2D and 3D product visualization to enhance the buying experience where needed.

Epicor CPQ is a standalone configure, price, quote solution designed for complex products. It integrates with Salesforce Sales Cloud and other CRM and ERP systems, enabling organizations to streamline quoting without disrupting their existing technology environment. Built for manufacturers and distributors, Epicor CPQ simplifies complex configuration, pricing, and quoting processes that often rely on manual work, spreadsheets, or engineering support. Sales teams, partners, and customers can configure products through guided workflows, ensuring every quote is accurate, complete, and aligned with business rules. For products that benefit from visualization, Epicor CPQ also offers optional 2D and 3D experiences to enhance the buying process and improve customer engagement. Beyond quoting, Epicor CPQ connects sales and engineering by automating downstream processes such as proposal generation, sales drawings, CAD files, and bills of materials, supporting efficient engineer-to-order (ETO) workflows. The result is faster quote turnaround, improved accuracy, and a more scalable approach to selling complex, configurable products.

Categories

Business Needs
Sales
Quotes & Orders
Sales Productivity
Industries
Engineering, Construction, & Real Estate
High Tech
Manufacturing
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package