In today’s B2B sales environment, especially when selling complex or customizable products, CPQ Configure Price Quote software plays a crucial role in delivering speed, precision, and structure.
Before adopting CPQ Configure Price Quote automation, many companies relied on spreadsheets, emails, and manual quoting—methods prone to delays and errors.
A CPQ system streamlines the entire process. It allows a salesperson to configure a product according to a customer’s specific needs, assign an accurate price based on pre-set rules or data, and generate a formal quote almost instantly. This not only reduces mistakes but significantly accelerates the sales cycle.
Whether we’re talking about a manufacturer, a distributor, or a B2B service provider, CPQ introduces clarity, consistency, and efficiency—qualities essential for competing in today’s market.
What Is CPQ – Configure Price Quote?
CPQ Configure Price Quote software refers to a class of tools designed to help businesses:
- Configure customizable or complex products
- Calculate accurate pricing in real time
- Generate quotes automatically
Modern CPQ systems connect sales, product, and operational data to automate what used to take hours or days. For companies managing large catalogs, technical components, or tailored solutions, CPQ software eliminates inefficiencies and ensures consistency across teams.
What to Expect from a Configure Price Quote System?
CPQ software capabilities can vary widely depending on the platform’s scope and purpose. While some systems perform basic calculations, advanced solutions—like Materia CPQ—act as a comprehensive engine for sales, product management, and operations.
Materia CPQ goes beyond simple quote generation. It forms the backbone of a modern sales process, integrating pricing logic, product data, partner tools, and visualization features into a unified, scalable platform. This makes it one of the best CPQ software for manufacturing and B2B technical sales.
Real-World Use Cases of Materia CPQ
Here are some examples of companies that have successfully implemented CPQs.
1) Solarstone – Smarter Solar Panel Sales
Solarstone integrated our B2C and B2B quoting software to enable self-service configuration of rooftop solar systems. The tool allows users to place solar panels virtually on a photo of their roof, choose system components, and see immediate pricing and performance estimates—without involving a salesperson.
Results:
- Shortened sales cycle from days to hours
- Enhanced buyer confidence through visual simulation
- Increased inbound qualified quote requests
2) Saku Metall – Garage Door Configurator
Saku Metall, a manufacturer of industrial and residential garage doors, implemented Materia CPQ to improve the customer journey for door selection and ordering. The configurator walks users through size selection, material, color, window placement, and hardware options. Previously a manual and error-prone process, quoting is now instant and visually guided.
Results:
- Fewer quote revisions due to improved order accuracy
- Simplified experience for architects and end-users
- Clearer communication between sales, production, and logistics teams
3) R-Fix – Glass Railings & Canopies Configurator
R-Fix, a leading provider of architectural glass solutions, has launched an advanced visual product configurator powered by Materia CPQ. This tool modernizes the design and ordering experience for both professionals and end-users by making the process faster, more visual, and more accurate.
The configurator lets users design custom glass railings and canopies with precise specifications, visualize their choices with photorealistic accuracy, and access real-time pricing while saving their configurations for future reference.
Results:
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Enhanced accuracy in orders, reducing the need for revisions
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Improved experience for architects, builders, and homeowners
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Streamlined communication between sales, production, and logistics
Key Features of Materia CPQ
🔹 3D Visual Product Configuration
Empower customers and sales teams to configure products interactively. The built-in 3D product configurator ensures only valid combinations are selected, significantly reducing quoting errors and speeding up the sales process.
🔹 Dynamic Pricing Engine
Deliver real-time, rule-based pricing that adapts to quantities, customer types, discounts, and margin objectives. Say goodbye to static price lists and approval delays—every quote reflects live business logic.
🔹 Integrated PIM (Product Information Management)
Manage all product data—features, variants, pricing, stock levels—from a single, centralized source. Materia includes:
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Real-time and branded product data sheets
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Excel import/export
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SKU and inventory management
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Full support for product hierarchies
🔹 Export-ready formats for production and BIM workflows
Materia CPQ supports the generation and export of key file types, including:
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PDF drawings ready for production or customer inquiries
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CAD files such as dwg and dxf for detailed 2D documentation
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BIM models in formats like ifc and rvt for integration with tools like Revit
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BoM lists (Bill of Materials) to support manufacturing and procurement processes
🔹 ERP, CRM & eCommerce Integrations
Materia CPQ integrates seamlessly with platforms like Microsoft Dynamics, Infor, and your existing ERP/CRM stack, enabling cpq integration with ERP and CRM for accurate data flow.
🔹 Partner Portal
Let logged-in B2B partners browse, configure, and order products with their own pricing tiers. Orders can be managed through Materia’s back office or synced with your BMS via integration.
🔹 Scalable and White-Label Ready
Whether used internally or as a customer-facing tool, Materia adapts to your business model. It supports multiple brands, regions, and pricing structures and is ready for white-label deployment.
🔹 Robust Core Architecture
Materia’s core platform includes:
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REST & GraphQL API access
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File storage (PDF, images, videos, CAD/BIM models)
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Email automation (e.g. orders, notifications)
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Multi-language localization
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Role-based user and access management
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Identity management for external system use
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BI dashboard for real-time analytics
Comparison: Materia CPQ vs Other CPQ Tools
This table provides a configure price quote tools comparison across leading CPQ platforms including Materia, Salesforce, Infor, and Microsoft Dynamics.
| Feature | Materia CPQ | Salesforce CPQ | Infor CPQ | Microsoft Dynamics CPQ |
|---|---|---|---|---|
| Visual configurator | ✅ | 🟡 (Limited) | ✅ | 🟡 (Requires customization) |
| Integrated PIM | ✅ | ❌ | 🟡 (Partial) | ❌ |
| Digital asset management | ✅ | ❌ | ❌ | ❌ |
| Best for manufacturers | ✅ | ❌ (Focused on SaaS) | ✅ | ❌ (Large enterprises) |
| White-label option | ✅ | ❌ | 🟡 (Partial) | ❌ |
| ERP/CRM integration | ✅ | ✅ | ✅ | ✅ |
| Dynamic pricing engine | ✅ | ✅ | ✅ | ✅ |
| Export-ready formats (PDF, CAD, BIM, BoM) | ✅ | 🟡 (Limited) | ✅ | 🟡 (Limited) |
| Partner portal | ✅ | 🟡 (Partial via partner tools) | ✅ | 🟡 (Custom integration) |
| API access (REST & GraphQL) | ✅ | ✅ | 🟡 (Limited) | 🟡 (Limited) |
| Multi-language support | ✅ | ✅ | ✅ | ✅ |
| User & access management | ✅ | ✅ | ✅ | ✅ |
| Built-in analytics dashboard | ✅ | ✅ | 🟡 (Limited) | ✅ |
CPQ FAQ
What is CPQ software used for?
CPQ software helps businesses automate the sales process by allowing users to configure products, apply pricing rules, and generate quotes quickly.
Who needs CPQ software?
Any company that sells customizable or complex products—especially manufacturers, distributors, and B2B service providers.
Can Materia CPQ integrate with ERP and CRM systems?
Yes, it integrates with popular ERP platforms (like Microsoft Dynamics and Infor) and CRMs, enabling a seamless flow of data from quote to production.
What’s the typical implementation time?
Materia CPQ implementations typically take 4–12 weeks, depending on product complexity and integration depth.
Does Materia CPQ support product configuration for B2B portals?
Yes. It can be embedded into B2B platforms, supporting distributor access and self-service quoting under your brand.
Ready to Transform Your Quoting Process?
Materia CPQ helps manufacturers and technical sellers automate complex workflows with powerful CPQ Configure Price Quote tools. From visual configuration to integrated pricing and quoting, it simplifies how you sell.
Book a demo or contact us for a tailored walkthrough.
