Upform 3D CPQ: AI powered tool of automated configurations, quotations and complex pricing

What is a CPQ software and how is it benefit to my company?
CPQ (configure, price, quote) is a tool designed for the manufacturing industry to streamline ordering by providing accurate, error-free quoting for complex products.
It helps sales organizations configure product offerings, set up pricing rules and discounts, and generate error-free quotes and professional proposals customized to buyers’ needs.

What is CPQ software?

Unlimited configurator options

Configure

Upform 3D product configurator is an interactive tool that allows customers to design and customize products in real-time. By offering a highly-interactive and personalized experience, 3D configurators are helping businesses to engage customers and make the shopping experience more enjoyable

Upform 3D can help manufacturers offer more customization options to customers, increasing the chances of making a sale. This can help manufacturers differentiate themselves from competitors and improve customer loyalty.

Price

Price Real-time cost calculations and pricing: Upform CPQ module can help manufacturers generate real-time, auto-generated estimates, product descriptions, bills of material, and more.

Quote

Streamlined quote-to-production process: Upform 3d can help automate the quote-to-production process, reducing the time it takes to get a product to market.

software software software
Configure | Configuration: Upform 3D provides users with a graphical interface that allows them to easily select the options and variations they desire. The software guides users through the configuration process, ensuring that all options are compatible and that the final product meets the customer's requirements. Through the guided selling process, customers can build products from scratch that meet their needs. This helps manufacturing companies achieve full customer centricity.

Configure

Configuration: Upform 3D provides users with a graphical interface that allows them to easily select the options and variations they desire. The software guides users through the configuration process, ensuring that all options are compatible and that the final product meets the customer's requirements. Through the guided selling process, customers can build products from scratch that meet their needs. This helps manufacturing companies achieve full customer centricity.

Price | Upform 3D automates the pricing process, applying pricing rules and discounts based on the customer's requirements. The module can also manage discounts and promotions, as well as create pricing reports.

Price

Upform 3D automates the pricing process, applying pricing rules and discounts based on the customer's requirements. The module can also manage discounts and promotions, as well as create pricing reports.

Quote | Once the product has been configured and priced, Upform CPQ module generates a quote that is customized to the customer's needs. The quote is error-free and professional, helping to build trust with the customer. The software enables real-time, automated creation of high-quality documentation, both in form and content, that fits the business. The sales team can predefine the elements to be reflected in the document, such as terms, conditions, and sections among others, based on quote models and templates that this document generator brings with it.

Quote

Once the product has been configured and priced, Upform CPQ module generates a quote that is customized to the customer's needs. The quote is error-free and professional, helping to build trust with the customer. The software enables real-time, automated creation of high-quality documentation, both in form and content, that fits the business. The sales team can predefine the elements to be reflected in the document, such as terms, conditions, and sections among others, based on quote models and templates that this document generator brings with it.

Order | Upform CPQ module can also be used to streamline order management and help ensure accuracy and compliance with pricing rules. It can manage repeat orders and subscriptions, automatically generating renewal quotes and applying existing contracted terms and conditions to add-ons. Also it enables real-time, automated creation of high-quality documentation, both in form and content, that fits the business.

Order

Upform CPQ module can also be used to streamline order management and help ensure accuracy and compliance with pricing rules. It can manage repeat orders and subscriptions, automatically generating renewal quotes and applying existing contracted terms and conditions to add-ons. Also it enables real-time, automated creation of high-quality documentation, both in form and content, that fits the business.

Focus on selling more products without stress

You can significantly shorten the time to market, customization and production, so your company can focus on manufacturing

Real time priceing

Complex and real-time pricing

This feature allows manufacturers to set up rules for how products can be configured, ensuring that only valid configurations are created

Business rules

Business rules processing

This feature allows manufacturers to set up rules for pricing, discounts, and other factors that affect the final cost of the product

Streamlined Quotes

Streamlined Quotes

Streamlined quoting process by automating various tasks, such as product configuration, pricing calculations, and proposal generation.

Process automation

Process automation

Automated product configuration, pricing calculations, and proposal generation.

Data synchronization

Real-time data synchronization

This feature ensures that all relevant data is accurate and up-to-date across all systems.

Visual product configuration icon

Visual product configuration

This feature allows customers to see a 3D model of the product they are configuring in real-time

Benefits

Upform CPQ module allows businesses to automate and optimize the creation of quotes for orders, making the sales process more efficient and accurate.

135%

Increase in sales

Sales

600%

Increase in Quotes

Quotes

100%

Reduction in errors

Errors

Upform3D Premium plans

Subscription packages Available modules White label solutions

Basic

£12/mo

Save 25% annually

  • EMBED 3D VIEWER IN THE CUSTOMER'S WEBSITE BASED ON PRODUCT ID
  • UPLOADING 3D MODELS AND TEXTURES FOR PRODUCTS ON THE UPFORM WEBADMIN INTERFACE
  • CONFIGURATING PRODUCTS
  • E-COMMERCE PLUGIN
  • 150 PRODUCTS UPLOADING POSSIBILITY
  • 1 USER

Standard

£12/mo

Save 25% annually

  • ELEMENTS OF THE PREVIOUS PACKAGE
  • ORDER MANAGEMENT AT PRODUCTION LEVEL
  • ANALYTICS
  • STATUS ASSIGNED TO PRODUCTION PROCESSES, FILE MANAGEMENT
  • CPQ (CONFIGURATE, PRICE, QUOTE) AUTOMATED PRICING
  • 3 USER

Pro +

£12/mo

Save 25% annually

  • ELEMENTS OF THE PREVIOUS PACKAGE
  • WEBSHOP INTEGRATION
  • COMPLETE PURCHASE MANAGEMENT
  • PAYMENT, BILLING MODULE CHOSEN BY THE CLIENT
  • CONFIGURATION PART LISTS
  • 10 USER

Enterprise

£12/mo

Save 25% annually

  • ELEMENTS OF THE PREVIOUS PACKAGE
  • COMPLETE PRODUCT TREATMENT
  • EXTERNAL CUSTOMER RELATIONSHIP MANAGEMENT SYSTEM CONNECTION NOT REQUIRED, EVERYTHING IS HANDLED BY THE SYSTEM
  • MODULAR SYSTEM CONFIGURATION
  • PARAMETER-BASED CONFIGURATION + PART LISTS
  • 20 USER

AI FORECASTER

£12/mo

Save 25% annually

  • ANALYZING CUSTOMER PREFERENCES, HABITS, TRENDS
  • PREDICTING EXPECTED DEMAND FOR SPECIFIC PRODUCTS
  • FORECASTING EXPECTED ORDERS, PURCHASING PARTS FOR SPECIFIC PRODUCTS
  • STOCK ANALYSIS
  • INDICATION OF MATERIAL ORDERING

AI DESIGN TOOL

£12/mo

Save 25% annually

  • GENERATING RECOMMENDATIONS BASED ON CUSTOMER PREFERENCES, DESIGN TRENDS AND FUNCTIONAL REQUIREMENTS
  • ANALYZING CUSTOMER PREFERENCES, HABITS, DESIGN TRENDS

SUPPLY CHAIN TRACKER

£12/mo

Save 25% annually

  • OPTIMIZING SUPPLY CHAIN BY ANALYZING SUPPLIER PERFORMANCE
  • OPTIMIZE DELIVERY ROUTES
  • ANALYZING INVENTORY LEVELS

PRODUCTION OPTIMIZER

£12/mo

Save 25% annually

  • ANALYZING AND OPTIMIZING MANUFACTURING PROCESS
  • REDUCING WASETE BY ANALYZING AND TRACKING ERRORS BEFORE PRODUCING COMPONENTS AND PARTS
  • AUTOMATIC MONITORING FOR REDUCING WASTE DURING PRODUCTION

CAD EXHANGER

£12/mo

Save 25% annually

  • EXPORT AND SEND PRODUCT PART(S) 3D TO THE SYSTEM VIA PLUGIN
  • CREATE A PARAMETER DESCRIPTOR FROM SELECTED PRODUCT PARAMETERS AND SEND IT TO THE SYSTEM
  • PREPARING PRODUCTION DOCUMENTATION IN ACCORDANCE WITH THE ORDER PARAMETERS

WAREHOUSE MANAGER

£12/mo

Save 25% annually

  • CONNECTION TO THE CUSTOMER'S WAREHOUSE MANAGEMENT SYSTEM
  • RETRIEVAL OF ELEMENTS REQUIRED FOR PRODUCTION, STATUS COMMUNICATION
  • SYSTEM-LINKED WAREHOUSE MANAGER

WORKSTATION

£12/mo

Save 25% annually

  • WEBSHOP
  • OPERATION, WITH A CHOISE OF PAYMENT AND BILLING MODULES
  • 3D CONFIGURATOR, PARAMETRICALLY CUSTOMIZEABLE PRODUCT, 3D VIEWER EMBEDDING INTO CUSTOMER’S WEBSITE, BASED ON PRODUCT IDENTIFIER
  • WEBADMIN
  • UPLOADING A 3D MODEL, TEXTURE FOR A PRODUCT ON THE WEB INTERFACE. PRODUCT PARAMETERIZATION, PARAMETER DESCRIPTOR CREATION
  • CAD/CAM PLUGIN
  • EXPORT AND SEND PRODUCT PART(S) 3D TO THE SYSTEM VIA PLUGIN. CREATE PARAMETER DESCRIPTOR FROM SELECTED PRODUCT PARAMETERS AND SEND IT TO THE SYSTEM
  • PROCESS MANAGER
  • MULTI-LEVEL PROCESS MANAGEMENT BROKEN DOWN INTO PRODUCTION STEPS. CONTINUOUS LINK WITH FILE MANAGEMENT WAREHOUSE MANAGEMENT SOFTWARE
  • ERP, CPQ
  • USE THE PLUGIN TO SEE THE PRODUCT YOU HAVE ORDERED.CREATE PRODUCTION DOCUMENTATION ACCORDING TO THE ORDER PARAMETERS UPLOAD DOCUMENTATION
  • USER , PROJECT, TASK MANAGER
  • 30 USER, MULTILEVEL ENTITLEMENT CLAIM
  • 1 YEAR SUPPORT

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