ProcessSpec is the CPQ platform built for the shop floor reality of small and mid-sized industrial manufacturers — complex product rules, multi-level BOMs, and engineer-to-order workflows, all automated.
Industrial manufacturers lose deals every day because legacy quoting processes can't keep up with complex product configurations.
Your sales reps are stuck in spreadsheets, emailing engineers for every custom configuration. Customers go elsewhere.
Manual BOM builds and pricing calculations introduce errors that eat into margins and damage customer trust.
Every non-standard order requires engineer sign-off. Your best engineers are reviewing quotes instead of designing products.
Disconnected tools mean you can't see which quotes are winning, which are stalling, or where the margin leakage is.
Guided selling with constraint-based logic. Sales reps build valid configurations in minutes — zero engineering input required for standard orders.
Every configuration automatically generates an accurate, multi-level Bill of Materials ready to hand off to production or purchasing.
Margin-aware pricing rules that account for material costs, labor, freight, and customer-specific discounts — all calculated in real time.
Generate branded, professional PDFs with one click. Include drawings, spec sheets, and terms — all customizable to your brand.
Route quotes through structured approval chains — engineering reviews, margin exceptions, credit holds — with full audit trail and auto-escalation.
Track win rates, average deal size, time-to-quote, and margin by product line. Know exactly where your quoting process is breaking down.
Sales rep walks through your guided configurator, selecting options. Invalid combinations are automatically blocked.
The pricing engine instantly calculates cost, margin, and customer price based on your rule sets and current materials pricing.
One click generates a professional PDF quote with your branding, product specs, lead times, and terms & conditions.
Customer accepts online. The approved order flows directly to your ERP with the full BOM — no re-entry, no errors.
No per-module fees. No implementation surprises. Get up and running in weeks, not months.
We went from 3-day quote turnaround to same-day. Our close rate on competitive bids jumped 40% in the first quarter alone. It paid for itself in the first month.
My engineers used to spend 30% of their time reviewing sales quotes. Now they actually engineer things. ProcessSpec handles the standard 80% automatically.
The BOM accuracy alone justified the switch. We were losing 4-6% margin per order on pricing errors. That's gone. Setup was fast — we were live in 3 weeks.