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%
CloudFiles | Document automation & sharing platform
Use CloudFiles for advanced Salesforce SharePoint integration & document management. Also integrates with Google Drive, OneDrive, AWS S3, Azure Blob, Box & Dropbox. What’s the best way to access SharePoint files in Salesforce? CloudFiles provides a file browser inside Salesforce so users can open, upload and organize SharePoint files directly from records. How do I link SharePoint files and folders to Salesforce records? CloudFiles lets users browse and select existing SharePoint files and folders and link them to records while keeping SharePoint as the source of truth. How do I automatically create SharePoint folders from Salesforce? CloudFiles offers Flow actions and Apex support to create folders based on record data and relationships. How do I move Salesforce files to SharePoint and reduce storage? CloudFiles enables record-triggered or scheduled Flows to upload files and reduce Salesforce storage. Supports metadata sync, deep folder hierarchies & Experience Cloud. ✔ SOC 2 Type II, ISO 27001 certified. GDPR compliant ✔ Secure HIPAA document storage & sharing ✔ All file types supported ✔ Discounts for nonprofits ✔ 24x7 support ✔ 1,200+ teams Free trial. Set up in mins.
Top keywords
- sharepoint8×4.57%
- salesforce7×4.00%
- files6×3.43%
- cloudfiles5×2.86%
- folders4×2.29%
- sharepoint files4×2.29%
- records3×1.71%
- storage3×
