Epicor CPQ

The implementation process for Epicor CPQ involves several key steps, including defining project goals, configuring product rules, integrating the software with existing systems (like ERP or CRM), creating pricing models, testing functionalities, and training users. The timeline varies based on company size and complexity but generally ranges from a few weeks to several months. Larger enterprises with complex requirements may take longer to implement compared to smaller organizations.

Yes, Epicor CPQ is highly customizable. It supports dynamic product configurations, custom integrations with ERP and CRM systems, and advanced features like CAD automation and AI-driven workflows. Businesses can tailor its functionality using a rules engine to define custom pricing, approval workflows, and configuration constraints. Additionally, its visual configurator allows companies to design bespoke solutions for industries requiring complex or flexible configurations.

Epicor CPQ typically charges $100 per user per month as a base subscription fee. Additional costs may include setup fees for implementation, custom integrations, and ongoing maintenance or support services. These costs can vary depending on the complexity of the deployment and specific business requirements.

Epicor provides extensive training resources through its Epicor Learning Center. These include articles, videos, guided learning paths, and instructor-led sessions tailored to different skill levels. Users can access contextual help directly within the software for quick answers. Professional Services teams also offer personalized onboarding and training as needed.

Epicor employs a multi-layered security approach through its Security Suite. This includes network firewalls, endpoint antivirus protection powered by SentinelOne®, offsite data backups via Commvault®, and disaster recovery solutions. Additional features include multi-factor authentication (MFA), single sign-on (SSO), secure workflow automation, and encryption to ensure data integrity and protection against cyber threats.

Epicor CPQ releases updates regularly, with minor updates occurring every 2-3 months and major releases typically once per year. Updates include bug fixes, new features, and performance improvements. Customers can test updates in a staging environment before applying them to production systems.

Epicor complies with global data protection laws like GDPR and CCPA. Customers retain ownership of their data stored within the system. The company provides options for data portability upon contract termination or migration needs by offering tools or services to export customer data securely.

Epicor CPQ offers flexible licensing terms that allow businesses to scale up or down based on user needs or organizational changes. Volume discounts are available for larger user bases, while adjustments can be made to subscription plans as required.

Epicor contracts typically include a Master Customer Agreement (MCA) outlining terms for renewal and cancellation. Customers may need to provide notice before canceling or modifying their subscription plans to avoid penalties. Specific terms vary depending on the agreement but often include provisions for prorated refunds or service continuity during transitions.

Epicor CPQ adheres to international standards for governance, risk management, and compliance (GRC). It supports industry-specific regulations such as ISO standards (e.g., ISO 9001), FDA compliance (21 CFR Part 11), automotive (TS), aerospace (AS), and more. Its built-in tools ensure traceability, audit trails, quality control automation, and regulatory reporting capabilities.