CPQ
Configure, Price & Quote
Simplify complex sales processes and close deals faster. Automate your product configuration, pricing rules, and quote generation so your team delivers accurate, consistent proposals without manual errors or delays.
With Yodify, you gain better control over margins, improve sales efficiency, and create a seamless buying experience that builds customer confidence and drives revenue growth.
With Yodify, you gain better control over margins, improve sales efficiency, and create a seamless buying experience that builds customer confidence and drives revenue growth.
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Build Your Competitive Advantage. Drive Growth & Revenue
Stand Out Advantages
Self-serve pricing provides many benefits.
Simplify Pricing your Complex Products
List options and empower your customers and sales teams to configure products complete with live feedback on price, model numbers & lead times for every selection.
Live Parameter-Based Pricing
Set a base Product Series MSRP, then add MSRP's and Lead Times to each configuration option (parameter) to present model-specific pricing and availability for every possible permutation.
This is the most dynamic and flexible way to enable CPQ in your Yodify site.
This is the most dynamic and flexible way to enable CPQ in your Yodify site.
Mapped Inventory Pricing
When customers configure a model you've listed in your inventory, pricing displays in the configuration tab, along with an Add-to-Cart button. Your customers are able to purchase quickly with confidence when they configure a model you have in stock.
Quote-to-Cart
Your customers can move seamlessly from quote to cart and purchase via credit card or on net terms.
Complete Configuration History
Every quote and order placed through your Yodify site provides a complete history of the pricing and items included.
For configured products, this also includes a detailed list of configurator selections made by your customers.
For configured products, this also includes a detailed list of configurator selections made by your customers.
Bill of Materials Configurator
Shift your business from reactive and manual processes to a scalable, system-driven model that supports growth and operational precision with real-time inventory and linked SKUs
Real-Time Inventory Accuracy
Yodify's BoM configurators with linked SKUs ensure that every selected component reflects live inventory data, meaning only available parts can be configured. This prevents overpromising, reduces backorders, and eliminates the need for manual stock checks before confirming an order.
Automatic, Accurate Pricing
Because each SKU is tied to cost and pricing data, the system automatically calculates accurate totals based on the selected components. Pricing updates, margin visibility, and tiered pricing are applied in real time, removing the risk of outdated spreadsheets or manual miscalculations.
Faster Quote-to-Order Process
Linked SKUs allow configured Bills of Materials to flow directly into sales orders without manual re-entry or SKU reconciliation. This streamlines internal workflows, reduces administrative effort, and shortens the overall sales cycle.
Reduced Human Error
A rules-driven configurator enforces valid component combinations and automatically includes required parts, significantly lowering the chance of incorrect part numbers or incompatible assemblies. This reduces rework, returns, and internal confusion.
Scalability for Complex Products
Offer extensive customization without creating thousands of static product variants. Dynamic configuration keeps your product catalog manageable while maintaining flexibility and control.
Better Customer Experience
Your customers and sales teams benefit from immediate visibility into pricing and availability, along with clear line-item breakdowns of configured products. This transparency builds trust and increases confidence in purchasing decisions.
Seamless ERP & Accounting Integration
Because each configuration is built from real SKUs, it integrates cleanly with ERP, inventory, purchasing, and accounting systems.
This ensures traceability from quote to fulfillment to invoicing, creating a fully connected operational workflow.
This ensures traceability from quote to fulfillment to invoicing, creating a fully connected operational workflow.
Live Account Pricing
Payment Accounts you set up, import, or integrate automatically apply to your CPQ products as well as any inventoried items you list.
Unlimited Price-to-Customer Variables
When your customers with payment accounts use your configurators, they will see their discounted prices reflected in the models they create for quotes or purchases.
Simple Re-Ordering
When your customer reorders a product, all price updates you've made to their product selections will be used to generate their latest price.
Connect to Your Existing Systems
Use Yodify's API to keep your prices up to date automatically by connecting your Yodify website to your ERP or other inventory and pricing management system.
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Book a demo with us and we'll walk you through how Yodify's CPQ solutions help you scale your business
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Configurator FAQs
The Advanced Product Configurator enables customers to engage deeply with the product design process, so you can create a more interactive and personalized shopping experience.
Reduced return rates
When customers have a clearer understanding of what they are ordering and subsequently receive a product that matches their specific requirements, the likelihood of returns is significantly reduced.
Personalization
Customers can tailor products to their exact specifications, choosing from various options like size, color, material, and other features. This level of personalization ensures that the product meets their unique needs and preferences.
Educational value
Through the customization process, customers learn about the product's features, options, and limitations. This education can help them make better use of the product and appreciate its value and versatility.
Enhanced decision making
By allowing customers to experiment with different configurations and immediately see the results, configurators empower customers to make informed decisions about your offerings and ultimately, about their purchases.
Empowerment and ownership
Participating in the configuration process gives customers a sense of empowerment and increases their emotional investment in the product, leading to a stronger sense of ownership and satisfaction once the product is received.
Improved user experience
Configurators make the shopping experience more interactive and engaging, which can enhance customer satisfaction and loyalty. The process of customizing a product can also be enjoyable, setting a positive tone for the customer's entire interaction with your brand.
Convenience
Product configurators provide the convenience of customizing and ordering a personalized product from the comfort of one's home, office, or wherever they happen to be, avoiding the need to visit multiple stores or having to discuss available options and configurations with sales representatives.
Immediate price & availability updates
As customers select different options, the configurator instantly updates the price and availability, helping them understand the implications of their choices.
Faster sales cycle
By providing all the information and tools needed to make a decision on the spot, configurators can shorten the sales cycle, leading to quicker purchases and higher conversion rates.
Employing Yodify's configurators on your website can significantly bolster your sales personnel's effectiveness and efficiency.
Yodify's configurators are a powerful tool for your sales teams.
Streamlined sales process
Product configurators automate much of the initial product selection and customization process for customers, allowing sales personnel to focus on higher-value interactions, such as addressing complex needs, overcoming objections, and closing sales.
Reduced errors in orders
The configurator's automation of the configuration process helps minimize the risk of errors in product specifications and orders.
Sales personnel can rely on the configurator to capture customer preferences accurately, leading to smoother fulfillment and higher customer satisfaction.
Sales personnel can rely on the configurator to capture customer preferences accurately, leading to smoother fulfillment and higher customer satisfaction.
Enhance product knowledge
Configurators can serve as educational tools for sales teams, helping them become more familiar with the full range of product offerings, features, and customization options. This increased knowledge enables them to learn quickly and better assist customers.
Real-time availability checks
Yodify configurators can be integrated with inventory systems, allowing sales personnel and even your customers to instantly check the availability of specific components or configurations, thus helping to manage customer expectations and avoid selling products that are out of stock or have long lead times.
Improved customer engagement
Sales personnel can use configurators as interactive tools during presentations or consultations, engaging customers in the customization process.
This interactive experience can make customers feel more involved and invested in the product, increasing satisfaction and the likelihood of a purchase.
This interactive experience can make customers feel more involved and invested in the product, increasing satisfaction and the likelihood of a purchase.
Upselling & cross-selling opportunities
Yodify configurators can suggest complementary products or higher-value configurations, assisting sales personnel in identifying opportunities for upselling and cross-selling.
These suggestions can enhance the customer's purchase while increasing the average order value.
These suggestions can enhance the customer's purchase while increasing the average order value.
Efficient lead qualification
By allowing customers to specify their preferences and needs through the configurator, sales teams can receive more qualified leads.
The information collected through the configurator can help sales personnel tailor their follow-up and sales strategy to the specific interests of each customer.
The information collected through the configurator can help sales personnel tailor their follow-up and sales strategy to the specific interests of each customer.
Empower remote sales
For sales personnel working remotely or in different geographic locations, product configurators provide a consistent, accessible tool they can use to assist customers anywhere, anytime. This accessibility is particularly beneficial in today's digital-centric sales environment.
Accurate & consistent pricing
Product configurators automatically calculate the price of the customer's customized product, ensuring that sales personnel provide accurate and consistent pricing information. This transparency can build trust and reduce the potential for pricing errors or misunderstandings.
Configurator model number contributions are the individual designations for specific options; a model number is comprised of the sum of its contributions.
Each configuration created by a customer generates a unique model or part number. This unique identifier makes it easier for both the customer and the company to track and reference specific custom orders throughout the production, shipping, and after-sales processes.
Yes! Lead times can be unique to each individual option of Yodify configurators.
Dynamic lead time calculation
The configurator can automatically calculate and display the lead time for a product as the customer makes various selections. Factors such as component availability, complexity of customization, and current production capacity can influence the estimated lead time.
Prioritization & pricing
Integrating priced lead times into your configurators allows for dynamic pricing based on how quickly a customer wants a product, providing an additional revenue stream and letting customers prioritize speed if necessary.
Improved customer experience
Providing immediate feedback on how different customizations affect lead times empowers customers to make informed decisions. If a particular feature or component significantly extends the lead time, customers can choose to modify their selection based on their urgency or preference.
Realistic expectations
By displaying estimated lead times during the configuration process, businesses can set realistic expectations for delivery. This transparency helps prevent customer disappointment and builds trust in the brand.
Enhanced analytics
Collecting data on how configurations affect lead times can offer insights into production processes and customer preferences. This can help companies make data-driven decisions to improve product offerings and operational efficiency.
Production efficiency
Integrating lead times with configurators allows businesses to gather data on popular configurations and their impact on production schedules. This information can be used to optimize inventory levels, manage workforce allocation, and improve overall production efficiency.
Empower remote sales
For sales personnel working remotely or in different geographic locations, product configurators provide a consistent, accessible tool they can use to assist customers anywhere, anytime. This accessibility is particularly beneficial in today's digital-first sales environment.
Supply chain management
For products that require parts from various suppliers, the configurator can account for supplier lead times in the overall product lead time calculation. This helps in managing the supply chain more effectively and reducing bottlenecks.
Yes, customer input fields are highly beneficial, as they allow customers to provide specific information or preferences that might not be covered by standard configuration options.
Personalization at a deeper level
Beyond selecting from predefined options, customers can specify exact requirements, such as custom dimensions, text for engraving, or specific color codes, making the product truly tailored to their needs.
Flexibility in product offerings
For products that require unique specifications that cannot be easily categorized, input fields allow customers to communicate their needs directly. This flexibility can make the configurator applicable to a wider range of products and services.
Improved accuracy
Allowing customers to input specific information reduces the risk of miscommunication and ensures that the final product closely matches their expectations. This can lead to higher customer satisfaction and reduce the likelihood of returns or revisions.
Efficiency in order processing
Customer-entered data can be directly integrated into order processing and production systems, streamlining the workflow from order placement to fulfillment. This automation can save time and reduce errors compared to manually entering customer specifications.
Yes, these default settings are chosen by you and are based on factors you deem important, such as the most popular or cost-conscious options, options that are available for immediate delivery, or configurations that best showcase the product's capabilities.
Simplified decision-making
Default selections can help simplify the decision-making process for customers by providing a recommended starting point. This is particularly useful for complex products with many customizable options, where customers might otherwise feel overwhelmed.
Enhanced user experience
By having a pre-configured default state, customers can more easily understand the range of customization available and modify the product according to their preferences, starting from a baseline that already represents a coherent product configuration.
Faster configuration process
Defaults allow customers to go through the configuration process more quickly if they are satisfied with the standard options. This can lead to a more efficient shopping experience and potentially higher conversion rates, as customers are less likely to abandon the process due to decision fatigue.
Highlight popular or preferred options
Default options often reflect the most popular or recommended configurations, guiding customers towards choices that are likely to satisfy them based on the preferences of previous buyers or the manufacturer's expertise.
Optimize inventory and production
Setting defaults to the most readily available or easiest to produce options can help optimize inventory management and production efficiency. This can also lead to shorter lead times and lower costs for both the company and the customer.
Educate
For customers unfamiliar with the product, default states can serve an educational purpose, demonstrating typical uses or configurations. This can help customers make informed decisions about customizing the product to suit their needs.
Marketing strategy
Default settings can be used strategically to promote new features, special editions, or higher-margin options. By setting these as defaults, companies can subtly influence customer choices towards these options.
Flexibility
While default states are beneficial, it's crucial for configurators to allow easy changes to these defaults so that customers do not feel constrained by them. Offering clear information and easy navigation ensures that the configurator enhances the shopping experience by combining guidance with flexibility.
