Configure to WIN vs Epicor CPQ

Configure to WIN is cloud-based CPQ software for B2B commercial teams managing complex quotes. Teams can build product- and quote-level measures and formulas from commercial data to calculate outcomes such as margins and percentages. Configured rules can send quotes for approval, rejection, blocking or manual review, with approval groups and workflows. Teams can test new measure versions with quotes before publishing; historical quotes remain linked to the calculation version that produced their results. Business administrators can build reusable PDF templates with editable sections and quote data. The product is available on the web and through an API for evaluating external quote data against configured calculations and approval rules. The maker identifies MSPs, IT resellers, distributors and manufacturing among its markets. Configure to WIN focuses on commercial quote control and does not claim to replace CRM, ERP, CAD, engineering configuration, CLM or e-signature platforms. A free plan is available, with paid plans from €41.58/user/mo. The Free plan allows up to two users and one approval group, but excludes approval submission, document generation and integrations.

Epicor CPQ helps manufacturers configure, price, and quote complex custom products while connecting sales, engineering, and manufacturing. Buyers can explore products in 2D or 3D, augmented reality, and virtual reality; prices recalculate as options change. Centralized product and pricing rules help enforce design requirements and prevent invalid configurations. A configuration can produce quotes with renderings, supporting documents, and bills of materials, as well as CAD drawings, assembly instructions, and other production outputs. Epicor names AutoCAD, SolidWorks, and PTC Creo for CAD generation. Integration options include REST APIs, native connections to Salesforce, Teamcenter, and Magento, and MuleSoft connectivity. Analytics collect information about website visitors’ product interactions. The cloud platform includes administration for products, integrations, configurators, buying channels, and users. Epicor positions CPQ for engineer-to-order manufacturers, including automotive, construction and engineering, hardscapes, process manufacturing, and retail. It can be used standalone or integrated with Epicor Industry ERP Cloud. Pricing is paid and available on request.