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Infor CPQ Software - What You Need to Know

2/7/18 10:00 AM


What functionality does CPQ have?

Before we jump into specific functionality, get up to speed on what CPQ software is by reading my blog on the subject.

Infor CPQ (Configure, Price, Quote) is a solution that has five distinct modules:

  • Infor Product Configurator
  • Infor Customer Portal
  • Infor 2D Design Automation
  • Infor 3D Design Automation
  • Infor Document Automation

You can learn more about each module below.

Evaluating CPQ software is very similar to evaluating ERP software. Don’t overlook any important features during the selection process.


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What is Infor Product Configurator?

The Infor Product Configurator allows you to define the rules for configuring your products once, and then pushes those rules out to the organization, partners, and customers. The engine to create these rules is “visual,” which means it allows you to look at configuration rules in a graphical fashion to better understand all of the interrelated dependencies. The Product Configurator will transfer the configuration to a backend ERP system in the form of a bill of material and routing. Infor CPQ integrates with Infor ERP products, as well as other ERP products.

What is Infor Customer Portal?

The Infor Customer Portal is a module that allows customers, partners, dealers, and internal resources to access configurations from the internet. A person can configure their product, create quotes with valid pricing, and manage those quotes until they become orders and are sent to the ERP. Additionally, users can purchase spare parts via the Customer Portal. Parts can be searched and viewed in catalog fashion with photographs, descriptions, pricing information, etc. Once the parts are placed in a shopping cart, the corresponding order is created in the ERP where it can be picked, packed, and shipped.

What is Infor 2D Design Automation?

The 2D Design Automation module allows a user to visualize the product they are configuring, as they are configuring it. For example, if a user is configuring a door, they can see in real time the effect of changing the length, height, width, placement of hinges, doorknobs, etc. (Modifications can include colors, finishes, or material types as well.) This functionality “brings the configuration to life,” as it is helpful for the user to see the effect of their choices. This information can be captured in CAD software and passed along to engineering once the quote or order has been completed.

What is Infor 3D Design Automation?

The Infor 3D Design Automation module is, as you might imagine, the same as the 2D module mentioned above, but for companies whose product is more complex and needs to be viewed in a three-dimensional format. The principle is the same, but with the added capabilities of 3D.

What is Infor Document Automation?

The Infor Document Automation module is available for companies who need presentation-level documentation describing what is being quoted and configured. The Document Automation module captures all of the configured features and options, the corresponding 3D or 2D drawings (if applicable), pricing information, and any terms and conditions that are associated with the quote. 

In summary

If you are considering CPQ software for your business, whether you have an ERP in place or not, Infor CPQ should be on a short list for consideration. It offers a powerful set of features and can stand alone as a CPQ solution, as well as the ability to integrate with virtually any ERP or backend system.

Are you searching for CPQ Software? If you would like to learn more about Infor CPQ, click here.

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Bryan Foshee

Written by Bryan Foshee

Bryan is the Vice President at Visual South and has been working with the company since 2002. Prior to that, he was a consultant and implemented SAP in manufacturing, distribution, and service industries.