Best Product Configurator Software for Microsoft Excel

WinMan ERP software is a powerful, scalable solution tailored for manufacturers and distributors. It enhances productivity, profitability, and efficiency by providing real-time insights, reducing waste, and eliminating duplicate tasks. Designed for businesses with complex manufacturing and distribution needs, WinMan adapts to changing circumstances and supports growth. As the Authors of our ERP solutions, we prioritise efficiency and flexibility, enabling informed decision-making and operational peace of mind.

EASA enableds a unique method of deploying Excel spreadsheets as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA, and logic and formulas are never converted but simply reused. In addition, EASA enables additional functionality above and beyond most spreadsheets, including (true) database functionality, integration and workflow management. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote),insurance raters, financial analytics and reporting, engineering calculations, and many more. Before committing to lengthy and risky development projects, or transferring all your Excel logic into commercial solution, have a look at EASA. Customers include companies such as AIG, Voya, HP and Caterpillar and is well worth exploring further.

Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce! Accelerate your sales process, win more deals and get ahead of your competition faster than you think. Our end-to-end sales software flawlessly aligns your customers’ requirements with your production capabilities in ERP and unites all your sales processes on one platform: CRM, CPQ, and Commerce.

Quote Manager CPQ for Microsoft Dynamics 365 is a robust add-on that seamlessly integrates with the Microsoft Dynamics 365 platform. This solution empowers your sales team to quickly generate and distribute professionally branded quotes within minutes. Unique to Dynamics 365, Quote Manager CPQ ensures that all setup, configuration, and data management occur within the same system, allowing for complete customization and the use of standard features like queries, charts, views, and workflows. The quoting system leverages Excel's export/import functionality for easy modifications to the Product Database, and it also utilizes PowerBI dashboards and PowerApps for enhanced analytics. Furthermore, the output of quotes can be tailored using standard Word Templates or through various additional tools. With Quote Manager CPQ, users can efficiently search through an extensive catalog of over 10,000 products, applying filters by category, make, supplier, and product description. Additionally, the platform allows for the easy addition of products to quotes, enabling customization of layouts that include comments and subtotals, along with the ability to edit descriptions as needed. This comprehensive solution not only streamlines the quoting process but also enhances overall sales productivity.

Variant is an online configurator developed on the Autodesk Forge platform, specifically designed for manufacturing clients aiming to enhance their quotation and design-to-manufacturing workflows. It transcends traditional Configure, Price, Quote (CPQ) systems, enabling users—including internal sales teams, potential customers, and dealers—to effortlessly make product selections via an easy-to-use web interface from virtually any location. The outcome is a 3D model that can be viewed interactively, along with a corresponding bill of materials and a polished quotation. Being web-based means that Variant requires no installation, providing convenient access for all team members and customers at any time and from anywhere. By optimizing the quotation and design-to-manufacturing processes, Variant not only boosts sales but also minimizes engineering cycle times. Additionally, it generates detailed professional quotations and other customizable outputs, such as a precisely configured model, in a timely manner, enhancing overall efficiency. This capability allows manufacturers to respond to customer needs more swiftly and effectively.

Experlogix CPQ solution enables sales teams to quote configurable products and services with accuracy. Experlogix CPQ leverages a logic-based rules engine, so product and engineering teams can control product and service options, available feature combinations, pricing and discounting, and automate processes such as discount approvals, helping sales representatives sell more quickly and create accurate quotes every time.

Speedmaxx is our solution. Speedmaxx is the name. It promises a central benefit for product configurations: Faster processes for managing variants can be achieved by a factor between 5 and 20. Stable and safe. Complex products can be difficult to sell. This process is made easier by speedmaxx, Revalize’s product configurator. Even without the assistance of the design department, you can quickly create quotations for customers. We are a technology leader and offer integrated variant configuration from engineering to sales. To maximize your business processes' acceleration. Speedmaxx's product configurator can also generate all data necessary for order processing. This is called Engineering Automation. Speedmaxx allows you to quickly generate sales data for customer-specific products. You can also link your sales department and the design department with speedmaxx.

ProductBooks is a SaaS platform designed for product configuration that assists B2B companies in digitalizing and automating the processes of customizing, visualizing, pricing, and documenting intricate products. By capturing product specifications and constraints within a scalable framework, it guides users through the selection of options while providing real-time 2D and 3D visualizations alongside immediate price updates. The platform facilitates dynamic customization of elements such as sizes, materials, colors, and components, alongside real-time calculations for costs that include taxes and discounts. Furthermore, it automates the generation of documents and CAD files for essential outputs like bills of materials, technical documentation, quotations, and 2D/3D drawings, while also allowing for template-based exports in formats like Word, Excel, and PDF. Integration capabilities with ERP and CRM systems, as well as inventory management, ensure compatibility and streamline the workflow of orders and production. By utilizing this configurator, businesses can significantly reduce quoting times, cut engineering costs, enhance the accuracy of manufacturing data, and speed up the ordering process, all while benefiting from additional features such as exporting to 3D objects and interactive choice guidance for a more engaging user experience. This innovative approach not only streamlines operations but also empowers companies to deliver tailored solutions to their clients efficiently.

A Feature-based Product Line Engineering (PLE) Factory functions similarly to a traditional manufacturing facility, but it focuses on digital assets rather than tangible components. To build this factory, your organization develops a comprehensive “superset” supply chain of digital assets that are accessible across the entire range of products. These assets come with all the available feature options provided in the product lineup. The selected features for each product are detailed in the Bill-of-Features, and subsequently, a product asset instance is generated using the Gears product configurator. The PLE Factory, driven by Gears, transforms into an automated production system that assembles and configures the shared digital assets according to the chosen features for each product variant at the simple push of a button. With BigLever’s Gears, your organization benefits from a unified set of PLE concepts and frameworks, enhancing your tools and assets, which ultimately streamlines engineering processes throughout the entire product lifecycle. This integration not only promotes efficiency but also fosters innovation within product development.

No more pre-production nightmares. Elfsquad is for creators. Elfsquad connects the sales-and production processes and allows sellers and buyers to easily configure complex products. Your sales team, dealers, and customers can configure complex products. Elfsquad makes complex products easy to understand for all audiences. This is Elfsquad’s USP: A quotation from Elfsquad doesn’t only guarantee a flawless configuration, but it also meets customer demand seamlessly. Integrate with other IT applications. Configuration is only the beginning of a logistical process. Elfsquad can integrate with any other software, including ERP, CAD CRM, Outlook, Excel, Outlook, CRM, Outlook, Excel and your local storage. Elfsquad digitalizes your entire processes. Our software must sell your products. Another great USP. Elfsquad is developed by people who are skilled in sales and not IT professionals. Because it is possible that your best IT person may not be your best salesperson.