Centralize configuration and pricing rules in one place. Empower your sales team with the confidence to create error-free quotes every time.
Manufacturers like Thern Inc. achieved
75% faster quote turnaround and 15% more leads
after formalizing their configuration process.
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12–14 May 2026
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As products become more configurable, the way you manage configuration and pricing often stays informal. Rules live in spreadsheets, pricing varies between reps, and engineering gets pulled in to double-check routine deals.
Nothing feels broken, but quoting takes longer, small mistakes happen more often, and internal coordination increases. Over time, what used to be manageable becomes harder to control. Not because the business is failing, but because product complexity has outgrown the process behind it.
zipCPQ brings structure to the way you configure, price, and quote your products.
Coordinating spreadsheets, ERP tables, emails, and manual approvals eventually turns into chaos. zipCPQ lets you define your product and pricing logic once — and reuse it, reliably, every time a quote is needed.
zipCPQ transforms product knowledge into rule-based logic your sales team and customers can use with confidence.
Only valid combinations can be selected, eliminating manual validation and internal back-and-forth.
Define dependencies, constraints, and variable relationships through an intuitive admin interface.
Generate valid part numbers instantly as users configure.
Search and manage configurations across product families with built-in indexing.
Embed via iFrame, JavaScript, or full eCatalog. Use dropdowns, images, checkboxes, or custom UI components.
Use SKU pricing, pricing tables, or dynamic rule-based calculations.
Define discount matrices by customer type, region, product family, or sales role.
Pull and update pricing data from enterprise systems to ensure alignment.
Support currency flexibility and consistent pricing across channels.
Pricing gets complicated fast when you add customer segments, discounts, options, and regional differences.
zipCPQ ensures every configured product is priced accurately, according to your defined rules, tables, and discount structures.
Once a product is configured and priced, zipCPQ turns it into an organized quote document that's easy to read and use. Approval workflows and document templates are built into the process.
Generate branded HTML or document-based quotes tailored to your workflow.
Monitor RFQs, revisions, statuses, and performance in one centralized view.
Set rules for discount approvals, role-based permissions, and escalation levels.
Generate full BOM lists and downloadable 2D/3D CAD files directly from the configurator.
— Based on industry CPQ benchmarks and Helioz project experience.
As product complexity grows, manufacturers either keep adding manual work - or introduce structure.
No need to replace your ERP or rebuild your systems.
Most manufacturers start with one product family, define their configuration and pricing rules, and begin generating clear quotes from there.
Keep your existing tools and expand only when it makes sense.
The goal is not a big transformation project — it's simply to bring clarity and control to the way you already work.
A CPQ system with enterprise capabilities – without the enterprise price.
When we learned that zipCPQ is a price/performer, offering all the capabilities that Thern required with a reasonable investment, we concluded that we could accelerate our timeline and implement our product configuration, pricing and quoting solution in early 2021.
zipCPQ is already used by manufacturers who sell configurable industrial products. The goal is always the same: apply clear rules to configuration and pricing so quoting becomes faster, more aligned, and easier to manage.
Thern moved from an offline RFQ process to rule-based product configuration with automated quote generation. Configuration and pricing logic were defined once and applied consistently across quotes.
Quoting became quicker, clearer, and easier to scale.
Direct Conveyors embedded product configuration rules directly into the quoting process, reducing the need for routine engineering checks on standard deals.
Instead of reviewing every configuration, the system validates it automatically.
Oleum Flex centralized configuration and pricing logic for a product catalog with over 500 hoses and 1,500 fittings, replacing spreadsheet-driven quoting.
Pricing moved from individual knowledge to defined, repeatable rules.
Most manufacturers start by formalizing configuration and pricing. As processes mature, additional workflows can be connected – without rebuilding your systems.
Let distributors or end customers configure products using the same validated rules.
Sync product data, pricing, and quotes with the systems you already use.
Provide visual confirmation of complex configurations before production.
Use structured product data to simplify replacement part identification and quoting.
zipCPQ connects to ERP, CRM, and engineering tools – ensuring what is quoted matches what is built.
Product data, pricing rules, and quote information can sync with the tools your team already relies on – so sales, engineering, and operations stay aligned.
Whether you use an ERP for order processing, a CRM for pipeline management, or CAD tools for technical documentation, zipCPQ fits into your environment without adding unnecessary complexity.
No. zipCPQ works on its own. You can use it to organize configuration and pricing without changing your existing systems. If you want to connect it to ERP or CRM later, that can be done — but it's not required to get started.
No. Most manufacturers start with one product family and define their configuration and pricing rules step by step. The goal is not a large transformation, but to bring order to the way you already quote.
Yes. You can begin with one product line, one team, or one workflow. As your process becomes clearer, additional products or integrations can be added. The system grows with your needs.
Sales no longer needs to rely on memory, spreadsheets, or engineering checks for routine deals. They work within clear configuration and pricing rules, which makes quoting faster and more reliable.
If quoting takes longer than it should, pricing varies between reps, or engineering frequently validates standard configurations, it's worth a conversation. zipCPQ is designed for manufacturers whose product complexity has outgrown informal processes.
zipCPQ works best for manufacturers who sell configurable or customizable products and want to bring more structure to their quoting process.
Your team creates quotes in Excel or PDF templates
Pricing rules are scattered across files or systems
Quotes sometimes require manual approval or correction
Sales often needs engineering to validate configurations
Generating a quote takes hours or days
We keep the first conversation simple and practical.
A quick call to understand your products, quoting process, and sales workflow.
We show how configuration, pricing, and quoting would work for products like yours.
If zipCPQ looks like a good fit, we discuss implementation scope and timeline.
Most introductory calls take 20–30 minutes.
See how structured configuration and pricing can reduce errors, shorten turnaround time, and bring consistency back to your sales process.
Book a 20-minute Introduction
