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Epicor CPQ

Features
Ease of use
Ease of management
Quality of support
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User industry
  1. Manufacturing
  2. Construction
  3. Agriculture, fishing, and forestry

What is Epicor CPQ

Epicor CPQ is a configure-price-quote (CPQ) application used to guide sales teams and customers through product configuration, pricing, and quote/proposal generation. It is commonly used by manufacturers and distributors selling configurable products that require rules-based configuration and accurate pricing. The product supports visual configuration and can be deployed to support dealer/partner quoting and web-based self-service experiences. It is typically evaluated alongside broader revenue and proposal tools when organizations need tighter integration to ERP and product/engineering data.

pros

Rules-based product configuration

Epicor CPQ supports guided selling with configuration rules to help users build valid product combinations. This reduces reliance on engineering for routine quote requests and helps standardize how products are specified. It is well-suited to complex, configurable manufactured products where validation logic is essential.

Quote and proposal generation

The product generates quotes and proposal documents from configured products and pricing outputs. This helps sales teams produce consistent customer-facing documents without assembling content manually in separate proposal tools. It can streamline the handoff from configuration to quoting in a single workflow.

ERP-aligned CPQ fit

Epicor CPQ is positioned to work in environments where Epicor ERP is a system of record for items, pricing, and order processing. For organizations already using Epicor business systems, this can reduce integration effort compared with adopting a standalone CPQ and building custom ERP connectors. It also supports use cases such as dealer/partner quoting where ERP alignment matters for order accuracy.

cons

Integration scope varies by stack

Organizations not using Epicor ERP may need additional integration work to connect CPQ to CRM, e-commerce, and downstream order systems. Integration requirements often include product master synchronization, pricing logic alignment, and order creation. These projects can add time and cost compared with more CRM-native revenue platforms.

AR and visualization maturity

While the product is associated with visual configuration and may support advanced visualization options, AR/3D experiences typically require careful device, browser, and content pipeline planning. Creating and maintaining high-quality 3D/AR assets can be a separate operational burden. Buyers should validate which AR capabilities are native versus delivered through add-ons or services in their specific deployment.

Implementation and admin complexity

CPQ rule modeling, pricing logic, and document templates can be complex to design and maintain, especially for highly engineered products. Ongoing administration often requires specialized skills to manage configuration rules, approvals, and template changes. This can be heavier than lightweight quote or proposal-only tools when needs are simple.

Plan & Pricing

No public pricing published on Epicor's official CPQ product pages. Epicor requires contacting sales or requesting a demo to obtain pricing details (no tiered plans, per-user prices, or pay-as-you-go rates are listed on the vendor site).

Seller details

Epicor Software Corporation
Austin, Texas, USA
1972
Private
https://www.epicor.com/
https://x.com/Epicor
https://www.linkedin.com/company/epicor-software-corp/

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