Customer area

A conscientious guide from quotation to contract

Standardize and speed up the production of all your complex proposals.

It is the ideal solution for those looking for a CPQ system that moves away from the “narrow path” of overly rigid approaches. An effective CPQ supports the team in every decision and reduces time to market.

With SolidRules CPQ, you can configure your product based on customer needs (Configure), price it (Price) starting from the bill of materials and routing (if needed) rather than from standard price lists, and generate the offer document in an effective and engaging way (Quote), without errors or downtime.

A conscientious guide from quotation to contract

New 3D environment

With the new CPQ, you can create 3D scenes and layouts by working directly in a 3D environment accessible via the web, with nothing to install.

The 3D environment has been completely rewritten, and the viewer is now even more performant. Measurements and annotations have been improved, and several new features have been added, such as: sectioning, scaling, edges, and transparency.

You can also navigate the structure of assemblies, making the tool significantly more effective.

new 3D environment

With AI in CPQ, the Sales Assistant is born.

The 3D graphical environment, enhanced by artificial intelligence, allows you to visualize and pre-configure products in a realistic and immediate way.

AI helps to configure products and systems in a visual, intuitive, and intelligent manner. A new virtual agent is born: the Sales Assistant.

If the CPQ includes graphical configuration, then AI can help you position objects in space. In addition, it suggests alternatives, draws from a catalog of graphical models independent from CAD, and behaves like a true virtual sales assistant, ready to respond to your prompts and guide the sales team through tailor-made solutions, just like an experienced salesperson would.

The result? Faster, more precise, and more creative configurations, with a significant saving of time and effort.

sales assistant AI

Create documents

The creation of all documents (offer, order, etc.) takes place through guided paths that you can define.

You don’t even have to waste time writing the same document in different languages because the configuration is done by answering questions in the language of your choice while the final document can be produced in the customer’s language.

Create documents

Researching and archiving

Documents can be stored either directly on file systems, securely via version management, or directly on SolidRules Desk the Company System that allows you to manage the entire lifecycle of any document.

The information is retrieved via full-text searches that operate on the entire archive to never miss anything you may need.

All the data can then be analyzed with the internal Business Intelligence system of SolidRules.

Researching and archiving

A Configurator for everyone

Every employee, every agent, every supplier is equipped with solutions tailored to his needs and updated automatically that allow him first to create documents without errors and, later, to circulate the information in all departments without rewriting and without ambiguity.
Each machine, each plant is configured, costified, priced through rules that can be dictated in a simple way and using everyday tools.

A Configurator for everyone

Who is made for

Especially designed to support the sales department in configuring a complex offer without wasting time and risk of errors.
It is the proposal for those who want to continue to produce their documents directly on Word and Excel, but using a "less anarchic" and more effective approach.

  • Standardization
  • Velocità
  • Drastic reduction of errors
  • Multilingual, multi currency, multi priced, multi departmental, multi device, multi purpose management
  • Secure storage of documents
  • Rapid search
  • Workflow
  • Usability in desktop and web mode, usable on pc, tablet and smartphone

Integrations

With SolidRules Configurator it will not be necessary to open the mask of the ERP, that of the CRM, or that of the PDM to realize a document since everything is perfectly integrated, even with Microsoft Office Word and Excel solutions so we assure you that you will not feel like a fish out of water.

You can use it at any time and place because the application is available on desktop and web mode, and can be used on PCs, tablets and smartphones.

It links with SolidRules Desk but it can exchange information with any business system and not.

It’s terrific even standalone on your website for a setup experience that will generate envy in all competitors.

Frequently asked questions

  • 1. What is CPQ and why is it useful for my company?

    CPQ stands for Configure, Price, and Quote. It allows users to configure a product or solution based on customer requirements, automatically calculate the correct price according to commercial rules, price lists, variables, and discounts, and generate fast, consistent quotations.

    It is a sales support software that enables the creation of offers for complex and configurable products and services. More advanced solutions, such as SolidRules, are designed to be simple, fast, and accessible even to non-technical users.

    With our CPQ, you save time, reduce errors, and protect margins, making the sales cycle more efficient and scalable.

  • 2. What makes SolidRules CPQ different from other quotation configurators?

    SolidRules CPQ stands out for its flexible and integrated approach, designed for complex products and engineer-to-order processes.

    In particular:

    • Advanced configuration: manages configurable products, variants, and tailored solutions
    • Native integration: connects commercial and technical data seamlessly
    • Advanced rules engine: prevents errors and invalid combinations
    • Guided user experience: supports even non-technical users
    • Integrated AI: suggests configurations and speeds up decision-making

    It is not just a quotation tool, but a true enabler of both commercial and technical processes.

  • 3. Can Artificial Intelligence be used in product configuration?

    Yes. AI supports and enhances the configuration process without replacing the engineering logic based on solid and controlled rule systems.

    Artificial intelligence plays a key role in improving the user experience, data analysis, and decision support. In particular, it works alongside the configuration engine by guiding users in their choices, suggesting optimal options, and reducing perceived complexity.

  • 4. Is SolidRules CPQ multi-currency and multi-language?

    Yes, SolidRules CPQ supports both multi-currency and multi-language environments.

    This enables companies to:

    • Generate quotations in multiple languages
    • Manage price lists and pricing in different currencies
    • Produce consistent documentation for international markets

    It is the ideal solution for companies operating across multiple countries or distributed sales networks.

  • 5. Does SolidRules CPQ integrate with third-party CRM, ERP, and PDM/PLM systems?

    Yes. SolidRules CPQ is designed to integrate seamlessly with existing CRM systems.

    In many cases, the CPQ becomes the point where CRM information is transformed into concrete and consistent offers, while keeping data flows synchronized across systems.

    A key aspect is also its integration with PDM/PLM systems, enabling a strong connection between commercial configuration and technical data, including BOMs, schematics, and routings. This allows the generation of useful outputs for CAD and engineering processes.

    In this way, the advanced SolidRules CPQ becomes a true Design Automation tool*.

Any question? We are here for you.

Fill out the form or send us an email to info@solidrules.com. We will contact you to provide you all the solutions.

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