Epicor CPQ, Advanced & Visual Configurator
Epicor CPQ is a standalone configure, price, quote solution designed for complex products. It integrates with Salesforce Sales Cloud and other CRM and ERP systems, enabling organizations to streamline quoting without disrupting their existing technology environment. Built for manufacturers and distributors, Epicor CPQ simplifies complex configuration, pricing, and quoting processes that often rely on manual work, spreadsheets, or engineering support. Sales teams, partners, and customers can configure products through guided workflows, ensuring every quote is accurate, complete, and aligned with business rules. For products that benefit from visualization, Epicor CPQ also offers optional 2D and 3D experiences to enhance the buying process and improve customer engagement. Beyond quoting, Epicor CPQ connects sales and engineering by automating downstream processes such as proposal generation, sales drawings, CAD files, and bills of materials, supporting efficient engineer-to-order (ETO) workflows. The result is faster quote turnaround, improved accuracy, and a more scalable approach to selling complex, configurable products.
Top keywords
- cpq4×2.61%
- epicor4×2.61%
- epicor cpq4×2.61%
- products4×2.61%
- sales4×2.61%
- complex3×1.96%
- quote3×1.96%
- quoting3×1.96%
- configure2×1.31%
- engineering2×1.31%
- processes2×1.31%
- workflows2×1.31%
PDF Butler - Document Generation | PDF, Word, PPTX,
PDF Butler simplifies document automation in Salesforce. Natively integrated with Salesforce, it supports the entire document lifecycle—from data collection and document generation to contract management, eSignature, collaboration, storage, and AI-powered document workflows. Core Capabilities: ✔ Document Extractor – Turn scanned documents into Salesforce records automatically. ✔ Dynamic Forms – Easily collect and update Salesforce records. ✔ Contract Lifecycle Management (CLM) – Manage contracts directly from Salesforce. ✔ Document Generation – Generate personalized, branded documents with one click. ✔ Batch Document Generation – Automate bulk documents at scale. ✔ Digital Signature – Send and sign documents directly from Salesforce. ✔ Document Management & Collaboration – Keep every document organized and connected. ✔ Document Agent (AI) – Use AI to speed up document work. With support for PDF, Word, Excel, Email, PowerPoint, and Fillable Forms, PDF Butler provides flexibility across use cases. From a single contract to thousands of invoices, automate document workflows at scale—without code.
Top keywords
- document12×8.63%
- salesforce6×4.32%
- documents4×2.88%
- contract3×2.16%
- document generation3×2.16%
- generation3×2.16%
- management3×2.16%
- pdf3×2.16%
