Broadn CPQ Overview

Broadn's AI-native CPQ solution empowers manufacturing and distribution sales teams to transform unstructured email inquiries into accurate, ERP-ready quotes automatically, scaling operations without adding headcount.

Broadn is an AI‑native CPQ for U.S. manufacturers that quote via email and contact forms. It reads RFQs, applies your pricing and product logic, drafts quotes, follows up, and produces ERP‑ready orders—cutting response times from days to minutes. With guardrails, approvals, and live margin visibility, teams automate 85–95% of standard requests with 0 errors. 

Integrations with SAP, Salesforce, QuickBooks, Shopify, and Microsoft Dynamics keep systems in sync, while dashboards track speed, win rate, and margin. Broadn delivers fast time‑to‑value and higher conversion, so sales teams focus on complex deals, not data entry.

Why this product is good

Positives of Broadn CPQ Software

  • Email-native automation: Reads RFQs from inboxes, extracts specs/BOMs, builds quotes, replies, and follows up. It automates 85–95% with human-in-the-loop controls.
  • Manufacturing-grade configuration: Built for large catalogs (20K+ SKUs), complex bundles, BOM pricing, and tiered discounts to produce 0‑error, ERP‑ready outputs.
  • Fast time-to-value: Quotes in <2 minutes; go live in under a week. Integrates with SAP, Salesforce, QuickBooks, Shopify, and Microsoft Dynamics.

Product Details

What is Broadn CPQ?

Broadn is an AI‑native CPQ for U.S. manufacturers and distributors that turns unstructured inbound requests into accurate quotes and clean orders, end‑to‑end from email to ERP.

Features include:

  • AI-Powered Quote and Order Automation
  • Intelligent Configuration, Pricing, and Margin Control
  • End-to-End Deal and Cash Management
  • Seamless Enterprise System Synchronization
  • Operational Oversight, Governance, and Human-in-the-Loop

AI-Powered Quote and Order Automation: Broadn CPQ automates the process of generating accurate, draft quotes directly from unstructured customer inquiries. The platform utilizes inbox-to-quote automation to monitor and parse RFQs (Requests for Quote) arriving via various channels (Email, WhatsApp, contact forms) with or without attachments. It leverages BOM understanding to read and interpret complex documents, such as PDFs, spreadsheets, and inline tables, mapping parts and quantities, and applying relevant rules for labor, programming, or material waste. This core automation function instantly produces an accurate quote draft, eliminating the initial manual work and time required to assess the request.

Intelligent Configuration, Pricing, and Margin Control: This feature handles the core logic of the Configure, Price, Quote workflow. It uses product configuration to enforce compatibility and option rules for complex product bundles, ensuring all quotes are technically feasible. The system calculates profitability in real-time by pulling up-to-date pricing and cost data via supplier integrations. To maintain profitability and governance, it enforces discount and approval rules, utilizing policy guardrails, thresholds, and multi-level approvals for all non-standard deals.

End-to-End Deal and Cash Management: Broadn extends beyond quote creation to manage the entire post-quote commercial and financial cycle. It supports negotiations through automated reminders and guided replies within defined guardrails, accelerating deal closure. Once the quote is accepted, it facilitates a smooth closing process with E-signature. Finally, it enables order-to-cash automation, generating invoices, collecting payments, and tracking delivery status, with an optional Accounts Receivable (AR) module available.

Seamless Enterprise System Synchronization: The platform is designed to integrate seamlessly with a manufacturer’s existing enterprise technology stack, eliminating data silos and manual transfers. It provides CRM sync, automatically creating and updating opportunities, quotes, and activities within the customer’s CRM system. Concurrently, it generates ERP-ready outputs that are sent directly to the ERP system without any copy-paste, guaranteeing accurate order entry.

Operational Oversight, Governance, and Human-in-the-Loop: Broadn provides management and compliance tools essential for scaling sales operations. Every deal benefits from a data room that centralizes all relevant documents (BOMs, drawings, versions) in one place. Analytics & dashboards provide leaders with real-time visibility into key metrics like pipeline, hit rate, quote time, and margin. For security and compliance, the system includes security and audit trails with role-based access and detailed change logs. Its human-in-the-loop feature ensures process control, allowing for manual overrides, review-before-send procedures, and escalation pathways for complex or edge cases.

What are the advantages of using Broadn CPQ?

<br>Broadn CPQ Benefits

Broadn accelerates quoting, increases win rates, and removes manual errors while protecting margins.

  • Respond faster: Quotes are created and sent in minutes, not days.
  • Unified workflow: Inbox, CRM, ERP stay in perfect sync without any additional manual work.
  • Inbound omnichannel: Inquiries and RFQs aggregate in one platform: contact forms, email, inbound voice calls, WhatsApp, web.
  • Minimal manual errors: Structured operations remove re‑keying, copy/paste, and unauthorized discounts.
  • Protect margins: Real-time margin visibility with guardrails. Tiered price books and flexible rules ensure robust quote creation.
  • KYC: New prospects are automatically profiled using public data to understand the customer and their domain.
  • Scale without headcount: Standard and repeat requests can be automated to 85–95%, creating resources to handle large and custom requests.
  • Short time-to-value: Go live in under a week with your catalog and rules.
  • Operator control: Automation with full oversight and auditability.
  • Higher win rates and revenue: 2–3 minutes quote responses drive +20–40% win rate, 5–15% revenue uplift, and up to 50% lower quote abandonment.
  • Margin uplift: Teams report 17–28% margin increases with standardized discounting strategies.
  • Faster cycle time: Standard quotes convert to POs in <24 hours; automated quotes often confirm in <2 days vs 4–12 days.

What industries are best suited for this solution?

Broadn CPQ for Industries

Broadn addresses the challenges of high-volume, highly complex quoting often seen in manufacturing, especially for custom jobs and BOM-based requests.

Manufacturing 

  • Quote Complex BOMs Instantly: Broadn quotes highly complex Bills of Material (BOMs) in minutes by leveraging your specific pricing, sourcing logic, and BOM understanding capabilities. The AI engine is designed to handle a large volume of unstructured RFQs (Requests for Quote), reading detailed specs and generating quotes with live margin data, allowing businesses to scale without increasing headcount.
  • Increase Quote-to-Order Speed: The automation from inbox-to-quote enables contract manufacturers to respond to quotes in under 2 minutes, increasing competitiveness. By generating ERP-ready outputs, the system ensures that complex quotes are converted into accurate, structured orders for the ERP system, eliminating manual order entry errors.
  • Manage Large, Complex Catalogs: Broadn efficiently quotes from large product catalogs, applying built-in pricing tiers, customer-specific pricing, and complex product configuration rules.

Automotive Suppliers

  • Fast, Compliant RFQ Response: Broadn allows suppliers to respond to BOM-based RFQs rapidly with quotes that feature consistent and compliant pricing, ensuring alignment with contracts and specifications.
  • Automated Governance and Approval: The platform applies strict discount and approval rules, providing security and audit trails to ensure quotes adhere to internal policies and industry standards.
  • Centralized Deal Data: Data rooms centralize BOMs, drawings, and version history, maintaining a complete audit trail and documentation for every quote.

HVAC Manufacturers and Distributors

  • Quote Faster than Competitors: By automating the entire quoting process from email/WhatsApp via multi-channel quoting, Broadn allows sales reps and distributors to generate quotes significantly faster, keeping them focused on selling.
  • Accurate Cost and Margin Data: Integration with price and cost lists, along with real-time supplier integrations, ensures that reps always quote with the latest costs and accurate margin calculations, preventing under-priced deals.
  • Streamlined Order-to-Cash: Beyond quoting, the order-to-cash automation features include invoice generation, payment collection, and AR functionality to streamline the entire post-sale financial process.

Prices

Broadn CPQ Pricing

Broadn is modular. Customers can select modules of interest. Pricing is tailored to your volumes and stack in a flat annual subscription. Typical components include the platform subscription, usage based on quote/order volume, optional integrations (ERP/CRM/suppliers), and onboarding. Deployments typically begin with a pilot phase and transition to production within weeks. Request a demo to scope an accurate quote. The simplest deployment of inbound email and quote automation without any integration (Excel import/updates) starts at $12,000 flat annual fee. A 2‑month trial is available.

Is there anyone else out there?

Competitors and Alternatives to Broadn CPQ

Manufacturers evaluating CPQ often compare Broadn with established suites and manufacturing specialists. Here are credible alternatives to consider depending on your needs.

Salesforce CPQ

Salesforce CPQ is tightly integrated with Sales Cloud, enabling quote-to-cash within the Salesforce UI. It shines in standard product catalogs, discount schedules, approvals, and renewals/subscriptions. Native reporting and automation (Flow/Apex) help streamline sales operations. For complex manufacturing BOMs, multi-source cost rollups, or unstructured email RFQs, customers typically add custom logic or partners. Implementation is moderate but can expand with scope. Strengths include CRM-native UX, ecosystem breadth, and governance. Consider it if your team already lives in Salesforce and your catalog/configuration is less engineering-heavy than typical OEM/EMS environments.

Logik.io (ServiceNow CPQ)

Logik.io, now part of ServiceNow, is an AI‑native CPQ designed for speed, guided selling, and omnichannel commerce. It delivers AI‑driven discovery, guided configuration, optimized pricing, and automated agreements with point‑and‑click administration. Headless, composable APIs support sales, eCommerce, and dealer/channel experiences while maintaining high performance across complex rule sets. Embedded AI assists admins and sellers; customer intelligence helps increase LTV. Top integrations include Salesforce, Oracle CPQ, Shopify, Adobe, and BigCommerce. Best for enterprises standardizing on ServiceNow or seeking a modern, composable CPQ to power digital sales and partner portals while protecting margins and governance. Learn more at Logik.io.

Tacton CPQ

Tacton specializes in complex configurable manufacturing with strong rules engines, CAD/3D visualization, and engineer-to-order support. It excels at capturing product logic, constraints, and configuration dependencies for industrial equipment and assemblies. Integrations with PLM/ERP and visualization can shorten engineering cycles and reduce misconfigurations. Deployments are more involved and priced for mid-market to enterprise. While powerful for engineered products, handling high-volume email RFQs and BOM extraction may require complementary automation. Choose Tacton when deep configuration complexity and visualization are paramount and you have resources for a structured implementation.

Epicor CPQ

Epicor CPQ is an advanced CPQ system for manufacturers and distributors that require a powerful solution to handle complex product configurations. It features a robust configurator that allows users to visually sell intricate products in 2D, 3D, or virtual reality, complete with a full SKU/BOM output. It also offers pricing rules management, advanced quote version control, and integrations with CAD systems like SolidWorks and AutoCAD. You can easily connect Configure One CPQ with websites, applications, and essential business systems through REST web services, pre-built configurations, or the broad connectivity provided by MuleSoft’s universal layer. Consider Epicor CPQ if you want a robust system with an immersive selling experience.

Zilliant CPQ

Zilliant CPQ is built for complex manufacturing quoting. With its acquisition of In Mind Cloud, Zilliant has developed a comprehensive platform that includes 3D/2D visualization. Seamlessly integrating with ERP and CRM systems like SAP and Salesforce, it streamlines workflows while leveraging Zilliant’s pricing optimization expertise to ensure accurate quotes and optimal pricing strategies. Key features include guided selling, real-time pricing, automated rules for error-free quotes, and interactive visualizations with self-service options, making Zilliant CPQ a strong contender for manufacturers seeking efficiency and precision in their sales operations.

FAQs

Common Questions and Answers

What data does Broadn need to get started?

A product catalog (CSV/Excel), price and cost lists, discount rules, and basic approval policies. Optional: supplier APIs, ERP/CRM connections, and example RFQs. Broadn works standalone or in sync with your ERP/CRM.

How does Broadn control risk and accuracy?

Quotes are generated under policy guardrails with live margin checks. You can require review/approval by thresholds. All actions are logged. Unusual orders are escalated to operators for review, changes and approvals.

Can Broadn work without connecting ERP/CRM?

Yes. You can start email-only and export structured quotes/orders. Integrations can be added later without disruptions.

What file types can Broadn parse?

PDFs, spreadsheets, natural language from text emails, and scanned document images. It extracts part numbers, quantities, specs, and delivery requirements.

How long to go live?

Most teams pilot in days and reach production in a few weeks with user testing and validation, depending on integrations and rule complexity. A 2‑month trial is available.

Does Broadn support multiple price lists and customer‑specific discounts?

Yes. Tiered pricing, account-level rules, and exception approvals are supported.

Is data secure in Broadn?

Yes. Encryption in transit/at rest, role-based access, and audit trails; deployments follow standard security practices. You own your data. Broadn doesn’t sell customer data directly or anonymized.

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