ProcessSpec is purpose-built for industrial manufacturers — not adapted from generic SaaS. Every feature reflects the real-world complexity of engineer-to-order and configure-to-order operations.
Guide your sales reps through complex product configurations with a constraint-based rules engine that automatically prevents incompatible selections. No engineering review required for standard builds.
Build complex constraint logic with an intuitive rule builder — no coding required. If-then rules, dependency chains, exclusion sets.
Attach images, CAD drawings, and datasheets to each option. Customers and reps see exactly what they're configuring.
Save common configurations as templates. Clone and modify for repeat customers. Build a library of proven configurations.
Every configuration instantly produces an accurate, production-ready multi-level Bill of Materials. Eliminate manual BOM assembly, transcription errors, and engineering bottlenecks on standard orders.
| Item | Description | Qty | UOM |
|---|---|---|---|
| L1 MTR-AC-10 | AC Motor, 10HP TEFC | 1 | EA |
| MTR-BRKT-10 | Motor Mounting Bracket | 1 | EA |
| COUPLING-1.5 | Flex Coupling 1.5" | 1 | EA |
| L1 PMP-GEAR-8 | Gear Pump, 8.6 GPM | 1 | EA |
| SEAL-KIT-GP8 | Seal Kit, Gear Pump | 1 | KT |
| L1 RES-STEEL-20 | Steel Reservoir 20 Gal | 1 | EA |
| FIL-10MC-RET | Return Filter, 10 Micron | 1 | EA |
| GAUGE-0-3K | Pressure Gauge 0–3000 PSI | 2 | EA |
| L1 MAN-BLK-3K | Manifold Block, 3000 PSI | 1 | EA |
Full parent-child BOM hierarchy with sub-assemblies, phantom items, and reference designators — exactly as your ERP expects.
Part numbers and descriptions pulled live from your item master. BOM always reflects current part numbering and supersessions.
Approved BOMs push directly to NetSuite, SAP, or your ERP as production work orders — zero rekeying, zero transcription errors.
Real-time margin-aware pricing that accounts for material costs, labor, overhead, freight, and customer-specific discounts — all calculated the moment a configuration is complete. No more spreadsheet formulas with stale cost data.
| Cost Element | Amount | Δ vs Last |
|---|---|---|
| Materials | $2,847.40 | +3.2% |
| Labor (14.2 hrs) | $852.00 | −0.5% |
| Overhead (40%) | $340.80 | — |
| Freight (Est.) | $165.00 | — |
| Total Cost | $4,205.20 | |
| Target Margin | 32% | ✓ Met |
Set floor margins by product category or customer tier. Reps see warnings before they quote below target — managers approve exceptions.
Customer-specific price agreements, blanket order rates, and volume discount tiers automatically applied when the customer is selected.
Index material costs to commodity pricing (steel, copper, aluminum). Quotes reflect current market conditions, not stale spreadsheet data.
Generate polished, branded quote packages with a single click. Include product specs, drawings, lead times, terms, and digital acceptance — everything your customer needs to say yes faster.
Build branded PDF templates that match your company's look. Multiple templates for different product lines, markets, or customers.
Customers review and accept quotes online with e-signature. Accepted orders trigger an immediate notification and workflow kickoff.
Set automated nudges when quotes go stale. Timed reminder emails keep your quotes top-of-mind without manual tracking.
Finally see what's happening inside your quoting operation. Track win rates, quote velocity, margin trends, and rep performance — all in one dashboard built specifically for industrial sales teams.
Weighted pipeline forecast using your actual historical close rates by stage. Know what revenue is realistically coming in this quarter.
Structured loss reason capture — price, competition, timing, spec mismatch. Identify systemic issues and course-correct quickly.
Scheduled weekly and monthly digest emails to managers and execs. Custom report builder for ad-hoc analysis and board presentations.
ProcessSpec connects to the tools your business already runs on. Pre-built connectors get you live in days — not months of custom development. Approved orders flow to production automatically.
Item master, pricing, and customer data flow both ways. Changes in your ERP are reflected in ProcessSpec automatically — no manual updates.
Full REST API with webhooks for real-time event triggers. Build custom workflows or connect tools we don't yet support out of the box.
Our team builds and maintains each connector. When your ERP releases an update, we update the connector — not your IT team.
Stop chasing approvals over email. ProcessSpec routes quotes through structured approval chains — engineering reviews, margin exceptions, credit holds — with full audit trail and automatic escalation.
Managers receive push notifications and can approve, reject, or comment on quotes directly from their phone — no laptop required.
Every action, approval, comment, and revision is logged with timestamp and user. Invaluable for disputes, compliance, and process improvement.
Set timers for each approval step. When a manager doesn't respond in time, it escalates automatically — no quote dies in someone's inbox.
| Capability | ProcessSpec | Generic CPQ | ERP Built-in | Spreadsheets |
|---|---|---|---|---|
| Built for industrial/ manufacturing workflows | ✓ | ✗ | partial | ✗ |
| Multi-level BOM auto-generation | ✓ | ✗ | ✓ | ✗ |
| Constraint-based configurator | ✓ | limited | ✗ | ✗ |
| Real-time margin-aware pricing | ✓ | partial | partial | ✗ |
| Same-day setup, no implementation fees | ✓ | ✗ | ✗ | ✓ |
| Pre-built ERP integrations | ✓ | extra cost | ✓ | ✗ |
| Pricing designed for SMB manufacturers | ✓ | ✗ | ✗ | ✓ |
| Digital quote acceptance (e-signature) | ✓ | ✓ | ✗ | ✗ |
Book a 30-minute demo tailored to your product line and quoting process. No sales pressure — just a real walkthrough with one of our manufacturing specialists.