eRep CPQ Features

eRep CPQ

CPQ software to simplify and automate the quoting process

4.5/5 (6 reviews)

eRep CPQ Features In Depth

Pricing/Configuration

Proparts eRep makes pricing configurable products quick and easy on any device. It handles everything from single parts to extremely complex Engineer-To-Order products and everything in between. The back-end rules engine takes care of all those standard, special, and complex rules while making it simple to understand for the sales person.

Pricing and configuration rules can be uploaded from spreadsheets or automatically via your existing ERP system.

Pricing is fully integrated with product and project submittals for quoting. Attaching prices to line items within your eRep system should ultimately save your salespeople hours of time, since it means they will no longer have to prepare from pricing pages. Instead, sales reps will be able to click on a button to immediately create full product submittals, which can then be attached to the quote that’s given to the customer/client.

Engineering Selection

Protoparts eRep has a fully integrated engineering selection module that allows sales and designers to enter design conditions and obtain engineering performance of the products.

Everything is fully integrated with pricing/configuration and submittal generation for fast and easy project schedules, quotes, submittals, and orders.

Submittal Generation

Project submittals eat up a good portion of a sales rep’s time. Protoparts eRep has been able to use technology to expedite this process, with an application framework that seamlessly generates submittals to meet all existing requirements.

When you use Protoparts eRep, you can decrease the time you spend on submittal generation. One-click product submittals are a key component of the platform. Submittals can be generated on desktop computers or mobile devices, and they’re less likely to contain the types of costly errors that delay lead times.

CRM Module

The Protoparts eRep web-based platform offers an optional pre-built CRM module designed for businesses in the manufacturing industry. Protoparts eRep also uses EDI and XML technology to integrate with top ERP/CRM apps, including SAP, Intuitive, Fourth Shift, Microsoft, Salesforce, and others.

Protoparts eRep CRM supports all common CRM functions, which may include customer touch point management and customer service. The platform gives sales reps a way to track all customer questions and ultimately improves the service that companies are able to provide. The key differentiator is that it is completely integrated with everything the sales force is doing so there is no re-typing of anything related to opportunities, quotes, orders, projects, etc. No other CRM can claim this – your customers are doing all the work and it flows to the right person’s CRM dashboard.

When a customer calls, you have all their contacts, projects, quotes, orders within a click or two.

Sales Forecasting

Using the data that’s being collected through the web-based platform, Protoparts eRep is able to offer real-time sales forecasting for product manufacturers. Managers can see how many quotes, submittals, and orders have been inputted into the system, and they can use that information to track their top performers and make revenue projections.

As independent reps, distributors, and inside sales teams input their orders into a manufacturer’s system, Protoparts eRep is learning more and more about the financials of the organization. Sales forecasting tools then give companies an accurate view of the business, with the type of real-time pipeline data that’s often necessary to make strategic management decisions.

Competitor Feature Comparison

2D Drawing
3D Digital Asset Management
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Application Management
Approval Workflow
Audit Trail
Automated Quoting
Bills of Material
CRM
Calendar Management
Cataloging/Categorization
Channel Management
Client Portal
Configurable Workflow
Configuration Management
Contact Database
Contact Management
Contract/License Management
Cost Estimating
Customer Database
Customer History
Customer Management
Customer Segmentation
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Database Support
Discount Management
Document Automation
Document Management
Document Storage
Document Templates
Drag & Drop
ERP
Electronic Payments
Electronic Signature
Email Management
Estimating
For Customer Use
For Internal Use
Forecasting
Guided Selling
Interaction Tracking
Inventory Management
Invoice Management
Mobile Access
Monitoring
Multi-Channel Communication
Multi-Channel Management
Multi-Company
Multi-Currency
Multi-Location
Order Management
Price / Margin Management
Price and Cost Calculations
Pricing Management
Pricing and Cost Calculations
Product Configurator
Project Management
Projections
Proposal Generation
Purchase Order Management
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Product Visualizations
Reporting & Statistics
Reporting/Analytics
Rule-based Configuration
Sales Automation
Sales Forecasting
Sales Orders
Sales Reports
Self Service Portal
Task Management
Third Party Integrations
Website Integration
Workflow Management
eCommerce Management
Visit WebsiteCompare App
2D Drawing
3D Digital Asset Management
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Application Management
Approval Workflow
Audit Trail
Automated Quoting
Bills of Material
CRM
Calendar Management
Cataloging/Categorization
Channel Management
Client Portal
Configurable Workflow
Configuration Management
Contact Database
Contact Management
Contract/License Management
Cost Estimating
Customer Database
Customer History
Customer Management
Customer Segmentation
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Database Support
Discount Management
Document Automation
Document Management
Document Storage
Document Templates
Drag & Drop
ERP
Electronic Payments
Electronic Signature
Email Management
Estimating
For Customer Use
For Internal Use
Forecasting
Guided Selling
Interaction Tracking
Inventory Management
Invoice Management
Mobile Access
Monitoring
Multi-Channel Communication
Multi-Channel Management
Multi-Company
Multi-Currency
Multi-Location
Order Management
Price / Margin Management
Price and Cost Calculations
Pricing Management
Pricing and Cost Calculations
Product Configurator
Project Management
Projections
Proposal Generation
Purchase Order Management
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Product Visualizations
Reporting & Statistics
Reporting/Analytics
Rule-based Configuration
Sales Automation
Sales Forecasting
Sales Orders
Sales Reports
Self Service Portal
Task Management
Third Party Integrations
Website Integration
Workflow Management
eCommerce Management
Visit WebsiteCompare App
2D Drawing
3D Digital Asset Management
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Application Management
Approval Workflow
Audit Trail
Automated Quoting
Bills of Material
CRM
Calendar Management
Cataloging/Categorization
Channel Management
Client Portal
Configurable Workflow
Configuration Management
Contact Database
Contact Management
Contract/License Management
Cost Estimating
Customer Database
Customer History
Customer Management
Customer Segmentation
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Database Support
Discount Management
Document Automation
Document Management
Document Storage
Document Templates
Drag & Drop
ERP
Electronic Payments
Electronic Signature
Email Management
Estimating
For Customer Use
For Internal Use
Forecasting
Guided Selling
Interaction Tracking
Inventory Management
Invoice Management
Mobile Access
Monitoring
Multi-Channel Communication
Multi-Channel Management
Multi-Company
Multi-Currency
Multi-Location
Order Management
Price / Margin Management
Price and Cost Calculations
Pricing Management
Pricing and Cost Calculations
Product Configurator
Project Management
Projections
Proposal Generation
Purchase Order Management
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Real-time Product Visualizations
Reporting & Statistics
Reporting/Analytics
Rule-based Configuration
Sales Automation
Sales Forecasting
Sales Orders
Sales Reports
Self Service Portal
Task Management
Third Party Integrations
Website Integration
Workflow Management
eCommerce Management
Visit WebsiteCompare App

eRep CPQ Feature Reviews

6 reviewers had the following to say about eRep CPQ's features:

Mazen A.

Great Selection Software

2018-11-19

It streamlined our selection, drawing and submittal process, helping improve productivity by our inside sales engineers and made it real easy for our customers and representatives to do selections.

Pros

Also has a reports function that allows us to see who is using it and where.

Cons

Needs practice to get used to various functions

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kevin M.

Overall Happy

2018-11-07

All in all happy with the software and happy with the people of BCA

Pros

Really like the support and the relationship/partnership with BCA

Cons

Wish it was a little more flexible and easier to interface with other platforms

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from BCA Technologies


Thank you for your review! eRep has an open API architecture that can exchange data with just about any other application and platform.
Typical integrations include the customer's existing ERP, CRM, and marketing platforms. These interfaces are coordinated based on customer's needs. In most cases, eRep's out-of-the-box APIs work fine with minimal implementation.

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Anonymous
(Warehousing company, 1001-5000 employees)

Highly recommended

2019-09-12

We saw a clear and notable improvement in productivity of our sales reps across our organization once we changed to this program.

Pros

This makes everything far simpler, cleaner and more organized for our sales team. It is a clean and easy-to-use program once you learn its capabilities

Cons

As with most programs, there is a bit of a learning curve to this. It is well worth taking the time to learn it though because this program is capable of a lot of things.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from BCA Technologies


Thank you for sharing your comments about eRep. We always enjoy getting feedback from our users. Moreover, we're excited to hear about the productivity improvements for your sales reps and that you highly recommend the product.

If you would like to share any additional comments or feedback, we'd love to hear it.

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Patti C.

Part Store

2018-11-09

The support system for the eRep (Part Store) has exceeded expectations. The team is very knowledgeable and offers solutions to improve the process/software function ability.

Pros

The software as been developed to allow for easy product select based on our original project.

Cons

Some customers are repeat buyers and it would make their order placement quick and less data keying.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from BCA Technologies


Thank you for the review Cathy! That is a great suggestion to copy a previous order to a new quote. We have added that feature in our list of new features for Q1 2019. Thank you!

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Kim K F.

eRep Selection Software Rating

2020-06-26

It has been a pleasure to work with eRep CPQ. Whenever I have been with the eRep CPQ team at our national convention or simply discussing an item over the phone, CPQ has been fantastic to work with. They know our equipment, the know their selection software and it's capabilities and can take all that knowledge and give us an answer to help us solve or understand why the software is selecting or performing in the manner it is. CPQ is open to hearing about any issues or potential improvements. A very responsive Customer Service Team! We have been very impressed to date!

Pros

However, eRep is more detailed, offers more on the Dashboard, includes photo's of the actual items being selected for both the unit and accessories, offers multiple motor selections, multiple coil selections, multiple variables in EWT, LAT, GPM, MBH, etc.

Cons

There really isn't anything I don't like about the software thus far. If anything, I am waiting for the software selection to be able to develop a dynamic Submittal for our firm. I am told it is under development and will be launched in the near future. This would allow all of the equipment selections and all the specific accessories and options selected to be automatically generated in the Submittal package. No more generic Submittal's where you must go in and annotate each individual sheet to cross out those items you are not providing and checking or circling those items you are providing. The dynamic Submittal would provide and exact document of those items you have priced up in the selection process.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from BCA Technologies


Hi Kim, thank you for taking the time to submit a review of eRep. Making a manufacturer rep's job faster and easier is one of the primary goals of eRep.

Zehnder-Rittling's EZSelect uses eRep's selection-submittal features and is integreated with the company's configurator. BCA is in the process of upgrading their versiion to the latest eRep CPQ platform which will be available to reps later this year.

The dynamic submittal will be available to FirstCo AE-Air eRep versiion after they complete the submittal implementation process which is in progress.

Thank you again for your review! We appreciate your feedback!

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Tony L.

Take the next step with erep

2018-11-08

I have worked with BCA on multiple projects and they understand the HVAC industry and what is typically needed. They can provide a turn key "off the shelf" solution or a custom solution to meet your business needs.

Pros

For the user, a very intuitive interface allows easy adaptation and usage.

Cons

As with any system, care and planning must be used when progressing through system wide price changes as the system always presents "current" pricing. Holding "old pricing" on a quote after an increase has gone into effect does take some thought and work arounds.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from BCA Technologies


We appreciate the review Tony! You did a fantastic job entering the pricing configuration rules in the configurator for your complex products.

Regarding the current pricing, the old pricing is held on a quote until the quote expires on its expiration date. If a user changes a line item on a quote, the new pricing rules are used for that line item. The default quote expiration date is automatically set based upon a setting in the system. We will contact you to get this clarified. Thank you for the feedback!

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