Epicor CPQ Alternatives

Key Features

2D, 3D, and AR Configuration

While visual configuration is Epicor’s claim to fame, Configure One also gives you real-time 3D in the browser, CAD-driven outputs, and access to AR and VR experiences via Revalize’s Axonom visuals. That means reps and buyers can preview complex configurations, then place them in a real space for scale and fit checks. It’s useful (if not imperative) when you sell large equipment, layouts, or anything where footprint matters.

Guided Selling & Constraint Management:

You can model all the messy product logic: dependencies, constraints, cost-based rules, you name it. If choosing a longer frame requires a stronger motor and a different mounting kit, Configure One knows and auto-enforces it. Reps never quote something the factory has to call back. Compared to Epicor, both are strong here. But Configure One really leans into engineering realities (and is therefore more flexible when it comes to configuration rules) while Epicor is more about buyer experience and visual selling.

Bill of Materials (BOM) & Dynamic Pricing:

Gone are the days of manual BOM creation. Configure One automatically generates BOMs based on chosen product configurations. This ensures material needs are identified upfront, and pricing is dynamically adjusted based on selected features and quantities, leading to accurate quotes.

Real-Time Visibility & Collaboration:

Gone are the days of manual BOM creation. With Configure One, every option the user selects is tied to specific parts and manufacturing steps and pricing is dynamically adjusted based on selected features and quantities. When the quote becomes an order, Configure One generates a structured Bill of Materials and routing that can be sent directly to the ERP. Manufacturing receives exactly what to build without retyping data.

eCommerce & Order Automation:

Configure One empowers manufacturers to embrace online sales. Customers can utilize an eCommerce portal to configure products, receive instant quotes, and seamlessly place orders. This feature automates the sales process, reduces manual effort, and expands sales reach beyond traditional channels.

Powerful Integrations & Customization:

Revalize publishes first-party Salesforce integration and references SAP, Oracle, IFS, JD Edwards, NetSuite, and others across their materials, which signals a priority on system fit. NetSuite customers also get a packaged path. Through strategic acquisitions, there are also multiple ERPs and PLM systems under the Revalize umbrella. So you can create a totally unique tech stack that’s adapted to your operations, without being limited to one or two types of software.

Operational Benefits

Streamlines Sales Process

Configure One CPQ allows sales reps to configure complex products, generate accurate quotes, and manage orders within one platform. This eliminates errors and simplifies the entire sales cycle for manufacturers.

Shorter Lead Times

Engineering and quoting time account for a huge chunk of delivery delays. Cutting that from days to minutes accelerates the start of production without touching machinery, headcount, or overtime. You improve throughput upstream.

Better Customer Experience

Manufacturers can provide detailed quotes with visuals, bills of material, and real-time pricing. This transparency builds trust and empowers customers to make informed decisions.

Margin Control on the Shop Floor

Because pricing reflects real material and labor requirements tied to every configuration, the factory doesn’t discover margin killers after the order is booked. Sales cannot under-spec, under-price, or accidentally sell something that costs money to build.

Boosts Efficiency

Integration with production data allows manufacturers to streamline the transition from quote to order, reducing lead times and improving overall production efficiency.

Greater Visibility

Configure One offers change tracking for documents, allowing manufacturers to see historical iterations. This improves communication and collaboration throughout the manufacturing process.

CRM Integrations

Key Features

Seamless Integration with Oracle Ecosystem

Configure a deal and boom: order orchestration, fulfillment, tax, invoicing, and revenue recognition get picked up with almost no translation. Oracle CPQ becomes the front end of the whole quote-to-cash cycle. Epicor integrates with Epicor ERP nicely, yes, but Oracle CPQ is often the single unifying layer for multi business unit enterprises that run their entire world on Oracle ERP, SCM, and the rest of Oracle’s ecosystem.

Enterprise-Scale Approvals

Oracle CPQ is built for companies with crazy approval chains. Multi-tier pricing thresholds, exception routing, delegation rules, legal reviews, channel overrides, all of it. And it all stays fast. This matters when you’re in a Fortune 500 environment where a discount might need five signatures and a compliance check. Epicor CPQ can handle rules, sure, but Oracle is better for enterprise governance.

Real-Time Visibility into Profitability

Manufacturing sales often involve balancing customer needs with profitability. Oracle CPQ’s integration with Oracle ERP allows salespeople to see real-time margin information based on the configured product and chosen pricing options. This empowers them to make informed decisions during the sales process, potentially offering alternative configurations or adjusting pricing strategies to secure profitable deals.

Enhanced Deal Management

Oracle gives Finance and RevOps granular control over margin rules that automatically prevent money-losing quotes, discount ladders that scale authority based on role or customer segment, and standardized contract terms that keep payment schedules, co-terming, warranties, and legal language consistent across every deal. They also get visibility into deal economics in real time. Forecasted ARR, TCV, margin impact, and revenue recognition timing update instantly as configuration or pricing changes.

Streamlined Channel Sales

Oracle caters specifically to businesses with channel partners and distributors. It empowers resellers and distributors to efficiently select the best product fit, configure solutions, and generate accurate quotes. This functionality ensures a smooth sales experience for manufacturers that sell through partners or distributors.

Guided Selling

Oracle can drive reps (or partners) through step-based selling logic that feels consultative. Not just filtering products. More like: ask the right questions, tailor the deal structure, propose the right mix of recurring and one-time items. Epicor is great visually, but Oracle is great strategically.

Operational Benefits

Streamlines ETO Process

Oracle CPQ can replace many disconnected sales and quoting tools with a single CPQ platform that simplifies the engineer-to-order (ETO) process. This reduces delays and ensures the timely delivery of complex, customized products.

Improves Visibility and Accuracy

Oracle offers a central source of truth for product configurations, pricing, and costs. This eliminates inconsistencies and provides real-time data for accurate quotes and margin calculations.

Automates Proposal Generation

Oracle eliminates manual proposal creation. It automatically generates proposals for each order, saving time and reducing errors for the sales team.

Empowers Partners

Partners can independently size, select, and quote products and equipment, increasing efficiency and empowering them to close deals faster.

Increases Quote Volume and Growth

Streamlined processes and empowered partners generate increased quote volume. This translates to potential top-line growth through increased sales and protected margins.

CRM Integrations

Key Features

Unified Product and Pricing Catalog

channel), discount logic, and selling models (one-time, usage-based, subscriptions) in one place. When a sales rep builds a quote, the system references the same catalog that billing and fulfillment systems will use later. Epicor CPQ excels at visual configuration and manufacturing BOM output for highly engineered products. But if your complexity lies more in pricing models and product-catalog breadth, Revenue Cloud has the edge.

CPQ Functionality Embedded in Revenue Lifecycle

It supports guided selling (pick options, restrict invalid combos), pricing rules, discount approvals, and quote generation. Then the same quote can become an order, contract, and invoice without jumping apps. If you need visual quoting capabilities, though, it’s not a contender. Go with Epicor in that case.

Flexible Billing and Order Models

Revenue Cloud supports one-time charges, recurring subscriptions, usage-based billing, and even combinations of those. If you sell software seats, hardware with recurring service, or usage-based metrics (e.g., cloud usage, consumption), you can model it all inside the same platform instead of patching multiple tools.

Contract and Revenue Lifecycle Management

After the quote, Revenue Cloud manages contracts, renewals, and amendments and tracks revenue recognition according to ASC 606 and IFRS 15. Plus, it integrates billing/order fulfillment into the revenue flow. Epicor is more built for the quoting and manufacturing hand-off.

Integration, Analytics, and Platform-Scale Architecture

CRM, CPQ, billing, analytics, it’s all on the same platform. Data flows without middleware, and leadership can see metrics from pipeline to cash collection in one reporting layer. Epicor integrates well with ERPs and manufacturing systems, but Revenue Cloud is better when your world revolves around Salesforce.

Declarative Business Rules, Approvals, and Automation

Revenue Cloud lets you create price triggers, discount authorizations, product eligibility, approval workflows, and quote-to-order workflows without heavy custom code. It’s more focused on revenue/discount/contract logic rather than purely mechanical/configuration rules.

Operational Benefits

Maximizes Sales Rep Productivity

Salesforce streamlines the entire sales process, from configuration to contract generation. Guided selling tools and automated workflows eliminate time-consuming tasks, allowing reps to focus on high-value activities like building relationships and closing deals. This focus translates to significantly higher productivity compared to reps using Epicor CPQ.

Optimizes Salesforce-Native Workflows

Since Salesforce Revenue Cloud is a part of the Salesforce ecosystem, it’s the best solution for anything and everything you do within Salesforce’s other tools. Plus, you have the entire AppExchange to optimize your tech stack for your company’s individual needs.

Increases Profitability

Salesforce empowers you to optimize pricing with advanced discounting tools. Real-time visibility into deal progress allows for data-driven decision-making and course correction when needed. These features help you maximize revenue and minimize wasted resources.

Reduces Costs and Improved Efficiency

It eliminates the need for manual processes and data entry through automation. This not only reduces the risk of errors but also frees up valuable resources for other tasks. Additionally, the cloud-based nature of Salesforce enables sales reps to generate quotes from anywhere.

Improves Contract Accuracy

y automatically generating quotes based on pre-defined rules and product configurations, Salesforce Revenue Cloud ensures the final contract reflects the exact agreement between the manufacturer and the customer. This minimizes the risk of errors or inconsistencies that could lead to disputes later.

CRM Integrations

Key Features

Infor Enterprise Quoting (EQ)

This is the quoting front-end reps and distributors actually touch. EQ handles guided selling, margin rules, approval workflows, and dynamic pricing. It calculates list price, dealer cost, and sell price automatically so reps are never guessing or cross-referencing price books.

CAD Automation

Infor supports CAD automation via SolidWorks, AutoCAD, Autodesk Inventor, and PTC Creo integrations, among others. Whatever you use, it can push configuration parameters directly into your CAD system and generate drawings and models. No more engineering hours wasted updating the same design for each order.

BOM and Routing Creation that Drops into Infor ERP

Once a configuration is submitted, Infor CPQ generates the specific Bill of Materials and routing steps. These flow straight into Infor CloudSuite Industrial (SyteLine), Infor LN, or other Infor ERPs without anybody retyping product data.

Configurable Pricing Rules

Manufacturing often involves intricate pricing based on variables like materials and configurations. Infor CPQ offers a powerful and adaptable pricing rules engine. This allows for more precise pricing calculations, giving manufacturers greater control over margins and profitability.

Infor OS Integration Layer

Infor OS uses the Infor Intelligent Open Network (ION) to give your team a workflow, API connectivity, and single sign-on so CPQ becomes part of the broader automation ecosystem. This matters when you want to retire brittle point-to-point integrations and have data move cleanly across apps.

Channel Partner Quoting and Dealer Management

Dealer portals can use the same guided configuration rules and pricing logic your internal team uses. Territories, quote branding, and margin protections are built in, which keeps partners from inventing their own products or pricing. Plus, Enterprise Quoting supports global rollouts where distributor networks need localized pricing and product availability without breaking the master rules.

Data-Driven Sales with Infor Birst® Integration

Infor CPQ seamlessly integrates with Infor Birst®, a powerful business intelligence and analytics platform. This integration empowers manufacturers with real-time insights into sales data, customer behavior, and market trends. Sales reps can leverage these actionable insights to tailor quotes, identify upselling opportunities, and develop data-driven sales strategies, ultimately leading to increased sales and improved win rates.

Operational Benefits

Faster Quote Turnaround:

Because rules, drawings, and BOMs come straight from the configuration, engineering doesn’t have to rebuild models or validate every order. They get to focus on design improvements instead of rework. That leads to faster quote delivery and happier customers.

Reduces Errors in Quoting:

Infor CPQ generates the exact BOM and routing, then sends it into Infor CloudSuite Industrial, SyteLine, or LN. And for partners, they can’t accidentally (or intentionally) sell an option that manufacturing cannot support. That means production is able to start sooner without someone retyping a parts list into ERP and hoping it matches.

Improves Sales Productivity:

Features like guided selling and upsell prompts help reps close deals faster and maximize sales opportunities. This translates to a more productive sales team and increased revenue for manufacturers.

Enhances Customer Experience:

Infor allows manufacturers to provide a more personalized and interactive quoting experience to their customers. Visual product configuration and real-time pricing help customers understand product options and make informed decisions. This improved experience helps manufacturers earn higher customer satisfaction and increased loyalty.

Cloud-based Accessibility:

Infor CPQ’s cloud-based nature empowers sales reps in manufacturing companies with anytime, anywhere access to product data and configuration tools. This mobility allows them to generate quotes and close deals on the spot, even while visiting customers or attending trade shows, drastically improving sales agility and responsiveness.

CRM Integrations

Key Features

Rules Engine

Experlogix CPQ uses a logic-driven rules engine that prevents impossible or unprofitable selections as the rep configures a product. You define the product logic in one place. The configurator enforces those constraints in real time so sellers, dealers, and customers only build products you can actually deliver. This is the safety net that keeps the quoting process clean.

Guided Selling

It boasts a user-friendly guided selling interface and requires minimal IT support for setup. Sales teams and distributors can be up and running quickly, minimizing disruption and maximizing ROI.

Visual Product Configuration

Experlogix supports both 2D guided visuals and 3D interactive models that update immediately as options change. The model is driven by the same rule logic the system uses for pricing and BOM mapping, so what you see matches what the factory will actually build.

Transparent Quotes

Quotes generated from Experlogix clearly outline the specific configuration of the product being quoted. This ensures customers and engineering teams understand exactly what is being ordered, avoiding confusion about included features or customizations.

Native CRM Packages for Salesforce and Microsoft Dynamics 365

Experlogix ships purpose-built packages that live directly inside Salesforce Opportunities and Quotes, as well as across Microsoft Dynamics 365 Sales, Finance and Operations, Business Central, and the Experlogix Portal Edition. The practical benefit is fast deployment without custom plumbing, because the user interface and database relationships already understand your CRM environment.

Document Automation Powered by Xpertdoc

Experlogix acquired Xpertdoc and pulled its tech into the platform. Quotes, proposals, contracts, order forms, renewal notices, and scope documents can all be automated using real configuration data.

Experlogix Digital Commerce for Self-Service

Instead of hiring agencies to build a custom B2B portal, Experlogix Digital Commerce lets manufacturers expose configuration, pricing, quote requests, and reordering through a branded web storefront that connects directly to CRM and ERP records. Customers and dealers can help themselves while you keep control over product rules and pricing.

ERP and CAD System Alignment

Experlogix CPQ connects with ERP systems like Microsoft Dynamics 365 Finance and Operations and can pull or push item data, cost elements and SKU structures directly. It can also integrate CAD-driven details so engineering and sales stay in sync. That creates a shared product truth instead of engineering discovering errors late in the process.

Operational Benefits

Improves Quote Accuracy

Experlogix CPQ eliminates manual calculations and errors with its built-in logic engine. It ensures sales reps only offer valid product combinations and pricing, leading to quotes customers can trust and reducing the need for rework.

Reduces Time to Quote

Sales reps can ditch time-consuming spreadsheets and manual configuration. Experlogix automates tasks and provides real-time validation, allowing them to generate accurate quotes significantly faster, freeing them up to focus on closing deals.

Simplifies Complex Product Sales

Experlogix takes the mystery out of complex products. Sales reps can leverage visual configuration tools and guided workflows to walk customers through options with ease. This fosters better understanding and reduces confusion, streamlining the sales process.

Increases Average Deal Size

It empowers sales reps to upsell and cross-sell effectively. With real-time pricing and visibility into product configurations, they can identify opportunities to add valuable features or complementary products, boosting the overall value of each deal.

Scalability

As your manufacturing company grows, Experlogix CPQ scales seamlessly to meet your evolving needs. Its cloud-based architecture eliminates the need for expensive hardware upgrades and allows you to easily add users or functionalities as your business expands. This scalability ensures your CPQ solution remains a valuable asset, supporting your sales team’s efficiency and accuracy throughout your journey.

Purpose-Built for Salesforce CPQ Migrations

Experlogix is actively positioning itself as a landing zone for companies leaving Salesforce CPQ (which was sunsetted in early 2025). The tooling is designed to preserve CRM workflows so you keep Salesforce as your revenue hub, but gain a more flexible configurator and that built-in document generation muscle.

CRM Integrations