Epicor CPQ Features
What are the features of Epicor CPQ?
Configuration
- Product Catalog
- Guided Selling
- Configuration Rules
- Configured Pricing
- Visual Configuration
- Ease of Use
Pricing
- Pricing Flexibility
- Discounting
- Commerical Rules
- Approval Workflow
Quoting
- Grouping
- Version Control
- Quote Document Generation
- Document Customization
- Ordering
Technology Glossary Features
View definitions of the features and discover new technology terms.
Epicor CPQ Categories on G2
Filter for Features
Configuration
Product Catalog | Based on 53 Epicor CPQ reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote | 84% (Based on 53 reviews) | |
Guided Selling | Based on 46 Epicor CPQ reviews and verified by the G2 Product R&D team. Based on answering questions about customers the configurator automatically selects the best fit products | 84% (Based on 46 reviews) | |
Configuration Rules | Based on 59 Epicor CPQ reviews and verified by the G2 Product R&D team. Rules ensure that users select only compatible options and that all required items are included | 89% (Based on 59 reviews) | |
Configured Pricing | Based on 51 Epicor CPQ reviews and verified by the G2 Product R&D team. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price | 87% (Based on 51 reviews) | |
Visual Configuration | Based on 60 Epicor CPQ reviews and verified by the G2 Product R&D team. Images can be displayed of options to enable users to visualize product options as it is being configured | 88% (Based on 60 reviews) | |
Ease of Use | Based on 60 Epicor CPQ reviews and verified by the G2 Product R&D team. Configurator guides users through process visually; no significant training required | 86% (Based on 60 reviews) | |
3D Configurator | Based on 28 Epicor CPQ reviews. Provide standard options for 3D configuration | 93% (Based on 28 reviews) | |
Real-time | Based on 29 Epicor CPQ reviews. Allow users to make changes in real-time | 94% (Based on 29 reviews) | |
Free-form | Based on 28 Epicor CPQ reviews. Support drag and drop personalization | 87% (Based on 28 reviews) |
Pricing
Pricing Flexibility | Based on 48 Epicor CPQ reviews and verified by the G2 Product R&D team. Ability to support multiple pricing models for one-time, recurring, and other items | 83% (Based on 48 reviews) | |
Discounting | Based on 43 Epicor CPQ reviews and verified by the G2 Product R&D team. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements | 83% (Based on 43 reviews) | |
Commerical Rules | Based on 46 Epicor CPQ reviews and verified by the G2 Product R&D team. Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations | 84% (Based on 46 reviews) | |
Terms and Conditions | Based on 42 Epicor CPQ reviews and verified by the G2 Product R&D team. Ensure that users automatically include the right terms based on items being quoted | 82% (Based on 42 reviews) | |
Approval Workflow | See feature definition | Based on 43 Epicor CPQ reviews and verified by the G2 Product R&D team. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly | 82% (Based on 43 reviews) |
Renewals | Based on 35 Epicor CPQ reviews and verified by the G2 Product R&D team. Allows users to renew existing contracts based on contracted pricing and existing assets already owned | 83% (Based on 35 reviews) |
Quoting
Grouping | Based on 44 Epicor CPQ reviews and verified by the G2 Product R&D team. Ability to easily group items on quotes; apply and manage discounts and pricing by group | 79% (Based on 44 reviews) | |
Version Control | Based on 43 Epicor CPQ reviews and verified by the G2 Product R&D team. Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version | 83% (Based on 43 reviews) | |
Quote Document Generation | Based on 52 Epicor CPQ reviews and verified by the G2 Product R&D team. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) | 86% (Based on 52 reviews) | |
Document Customization | Based on 51 Epicor CPQ reviews and verified by the G2 Product R&D team. Users can customize quote with supporting documents, comments, cover letters for each customer. | 83% (Based on 51 reviews) | |
Ordering | Based on 46 Epicor CPQ reviews and verified by the G2 Product R&D team. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration | 81% (Based on 46 reviews) | |
Contracts | Based on 34 Epicor CPQ reviews and verified by the G2 Product R&D team. Ability to convert accepted quotes into contracts; set up of required assets and contracts | 82% (Based on 34 reviews) |
Admin
Configuration Ease of Admin | Based on 30 Epicor CPQ reviews and verified by the G2 Product R&D team. Easily build and maintain configurator; flexibility to easily embed all desired business logic | 83% (Based on 30 reviews) | |
Pricing Administration | Based on 28 Epicor CPQ reviews and verified by the G2 Product R&D team. Can easily build and maintain pricing logic required by business | 80% (Based on 28 reviews) | |
Workflow Management | Based on 26 Epicor CPQ reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules | 83% (Based on 26 reviews) | |
Document Admin | Based on 27 Epicor CPQ reviews and verified by the G2 Product R&D team. Ability to easily build and maintain quotes, contracts, and other document outputs | 81% (Based on 27 reviews) |
Channels
Mobile User Support | Based on 38 Epicor CPQ reviews and verified by the G2 Product R&D team. Supports users working on a mobile devide (phone and/or tablet) | 82% (Based on 38 reviews) | |
Offline Support | Provides ability to enable sales rep to use Configure, Price and Quote while disconnected from the internet This feature was mentioned in 38 Epicor CPQ reviews. | 82% (Based on 38 reviews) | |
Channel Partner Support | Based on 36 Epicor CPQ reviews and verified by the G2 Product R&D team. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment | 83% (Based on 36 reviews) | |
eCommerce | Based on 38 Epicor CPQ reviews and verified by the G2 Product R&D team. End customer users can configure, price, and buy products in a self service environment online | 86% (Based on 38 reviews) |
Platform
CRM Integration | Based on 17 Epicor CPQ reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain | 84% (Based on 17 reviews) | |
Integration API | Based on 21 Epicor CPQ reviews and verified by the G2 Product R&D team. System provides API's that can be used to easily integrate to financial and other 3rd party systems | 83% (Based on 21 reviews) | |
Internationalization | Based on 13 Epicor CPQ reviews and verified by the G2 Product R&D team. System support multiple currencies and languages to enable business in multiple countries | 77% (Based on 13 reviews) | |
Performance and Reliability | Based on 30 Epicor CPQ reviews and verified by the G2 Product R&D team. System is consistently available (uptime) and system's speed doesn't impact productivity | 83% (Based on 30 reviews) | |
Scalability | Based on 26 Epicor CPQ reviews and verified by the G2 Product R&D team. Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers | 81% (Based on 26 reviews) | |
Reporting and Dashboards | Based on 15 Epicor CPQ reviews and verified by the G2 Product R&D team. Easily generate desired reports and dashboard on configurations, pricing, and quoting | 77% (Based on 15 reviews) |
Document Creation
Customizability: Variables and Fields | Based on 36 Epicor CPQ reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information. | 92% (Based on 36 reviews) | |
Template Creation and Flexibility | Based on 36 Epicor CPQ reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | 91% (Based on 36 reviews) | |
Rich Media | Based on 33 Epicor CPQ reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals. | 85% (Based on 33 reviews) | |
Online Document Creation | Based on 33 Epicor CPQ reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device. | 90% (Based on 33 reviews) | |
PDF Creation | Based on 34 Epicor CPQ reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals. | 89% (Based on 34 reviews) | |
Custom Branding | Based on 35 Epicor CPQ reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding. | 91% (Based on 35 reviews) |
Workflow
Document Builder Interface | See feature definition | Based on 31 Epicor CPQ reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal. | 88% (Based on 31 reviews) |
Collaborative Creation | Based on 27 Epicor CPQ reviews and verified by the G2 Product R&D team. Multiple users can edit a single document. | 86% (Based on 27 reviews) | |
Assembly and Approval Workflows | Based on 26 Epicor CPQ reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval. | 90% (Based on 26 reviews) |
Analytics
Engagement Tracking | Based on 23 Epicor CPQ reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long. | 87% (Based on 23 reviews) | |
Proposal Effectiveness Reporting | Based on 22 Epicor CPQ reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best. | 89% (Based on 22 reviews) | |
Reporting and Dashboards | Based on 21 Epicor CPQ reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance. | 90% (Based on 21 reviews) |
Administration and Platform
User, Role, and Access Management | Based on 35 Epicor CPQ reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 86% (Based on 35 reviews) | |
Alerts and Notifications | Based on 30 Epicor CPQ reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions. | 87% (Based on 30 reviews) | |
CRM Integration | Based on 27 Epicor CPQ reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients. | 91% (Based on 27 reviews) | |
E-Signature Integration | Based on 23 Epicor CPQ reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow. | 88% (Based on 23 reviews) | |
CPQ Integration | Based on 29 Epicor CPQ reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals. | 90% (Based on 29 reviews) | |
API / Integrations | Based on 29 Epicor CPQ reviews and verified by the G2 Product R&D team. 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. | 89% (Based on 29 reviews) |
Visual Configuration
2D Visualizations | Enables products to be viewed and configured in two-dimensions. 30 reviewers of Epicor CPQ have provided feedback on this feature. | 88% (Based on 30 reviews) | |
3D Visualizations | Enables products to be viewed, configured and interacted with in three-dimensions. This feature was mentioned in 32 Epicor CPQ reviews. | 90% (Based on 32 reviews) | |
CAD Visualizations | Generate a CAD diagram using the features selected in a product configuration. 30 reviewers of Epicor CPQ have provided feedback on this feature. | 91% (Based on 30 reviews) | |
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. This feature was mentioned in 25 Epicor CPQ reviews. | 85% (Based on 25 reviews) | |
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. 25 reviewers of Epicor CPQ have provided feedback on this feature. | 85% (Based on 25 reviews) | |
Drag-and-Drop Functionality | As reported in 27 Epicor CPQ reviews. Allows sales representatives and customers to drag features from a menu onto the visualization of the product. | 89% (Based on 27 reviews) | |
Floor Space Planning (FSP) | Floor space planning (FSP) visualization tools are optimized for organizing the contents of a room, warehouse or building. 26 reviewers of Epicor CPQ have provided feedback on this feature. | 87% (Based on 26 reviews) | |
APIs and Integrations | Visual configuration tools often integrate with other tools, most prominently CPQ solutions. This feature was mentioned in 30 Epicor CPQ reviews. | 84% (Based on 30 reviews) | |
Proposal Generation | Create sales proposals based on the visual product configurations. 30 reviewers of Epicor CPQ have provided feedback on this feature. | 87% (Based on 30 reviews) | |
Configuration Rule Mapping | Based on 31 Epicor CPQ reviews. Mapping between the attributes and actions in the nonvisual configuration engine and the attributes of the visualization. | 89% (Based on 31 reviews) |
Visualization
360 View | Based on 28 Epicor CPQ reviews. Create customizable 360-degree viewers | 86% (Based on 28 reviews) | |
Interactive | Include interactive product tours and presentations This feature was mentioned in 29 Epicor CPQ reviews. | 90% (Based on 29 reviews) | |
Virtual Reality | Use virtual reality to create immersive experiences 24 reviewers of Epicor CPQ have provided feedback on this feature. | 89% (Based on 24 reviews) |
Integration
E-commerce | Integrate with multiple e-commerce platforms 26 reviewers of Epicor CPQ have provided feedback on this feature. | 84% (Based on 26 reviews) | |
Websites | Based on 27 Epicor CPQ reviews. Configurators can be embedded on websites | 90% (Based on 27 reviews) | |
APIs | Based on 29 Epicor CPQ reviews. Deliver APIs that can be customized | 89% (Based on 29 reviews) |
