Epicor CPQ vs Estimate Rocket

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.

Estimate Rocket is an estimating and project management platform for service and trade contractors, covering the path from lead intake and proposals to job scheduling, invoicing, and project tracking. Estimating tools include custom templates, production-rate calculations, interactive proposals, and electronic signatures. Teams can manage work and change orders, record time and expenses, and review job costs and profitability. Customer tools include lead management, a portal, online booking, automated messages, and two-way messaging. Reports cover sales, receipts, pipeline, completed work, receivables, workload, profitability, and closing ratios. Listed integrations include Zapier, CompanyCam, QuickBooks, YouCanBookMe, and Google Workspace. It is available on Android, iOS, and the web; the mobile-friendly web app works on phones, tablets, and laptops, while offline access is in development. Plans include onboarding and training, with support by phone, chat, and email. All core features are included in every plan. Pricing starts at $139/month, and a 30-day trial is available; there is no free plan.