RuleDesigner CPQ is a complete digital platform for sales process management and automation, designed to support the entire sales cycle of complex products. It combines advanced CRM, technical and commercial configuration (CPQ) functionality, document management and multi-team collaboration in an integrated environment.
Thanks to its modular and scalable architecture, RuleDesigner CPQ can be extended vertically with a 2D/3D graphical configurator, and horizontally to other business areas such as PLM and Service, becoming a strategic hub for the digital transformation of the enterprise.
SOLUTIONS
Digital Sales & CPQ
In technical and manufacturing B2B, selling configurable products is a challenge. RuleDesigner CPQ turns complexity into opportunity, accelerating sales and improving the customer experience with a configurator that is fully integrated with business processes.
What is RuleDesigner CPQ
Main Features
CRM for managing leads, opportunities, customers
Technical and commercial configurator with guided interface.
Interactive 2D/3D layout visualisation in web environment.
Pipeline management, forecasting, KPI dashboard.
Document automation and approval workflows.
Contract management, versioning, customer archive.
Customer, reseller and partner portals.
Granular security, permissions and role management.
Multilingual and multicompany support.
Sales process optimisation
Sales Process Standardization
A standardised sales process brings consistency, traceability and predictability. RuleDesigner CPQ allows you to:
– Structure the sales steps, from first contact to contract signature
– Involve all business functions with customer impact in a coordinated way
– Reduce sales cycles and increase conversion rates
Each department connected to the sales team operates according to shared rules, improving cross-functional collaboration and workload planning.
Business process automation
The configurator integrated with CRM supports the sales force in generating complex offers:
– Guided creation of valid configurations with technical and commercial rules
– Automatic calculation of prices, discounts, margins
– Customisation according to country, customer, multi-level lists
– Configurable notifications, approvals and workflows
– Automatic generation of technical and commercial documentation
The result? A lean, controlled, scalable process. Sales staff can handle more negotiations, in less time, with more success.
Advanced graphic configurator (2D/3D)
RuleDesigner CPQ includes a powerful module for the graphical configuration of layouts and products:
– Interactive web-based interface in 2D and 3D
– Drag & drop components from predefined libraries
– Automatic technical validations
– Real-time graphical view of plants, lines, machines
– Direct export to CAD and ERP systems
This approach allows customised solutions to be visualised and validated as early as the negotiation phase, increasing customer involvement and the quality of the proposal.
Reseller and channel partner management
The platform enables business partners to
– Access a dedicated portal
– Use the configurator independently
– Comply with corporate configuration and pricing rules
– Generate offers consistent with the manufacturer’s policies
This improves the efficiency of the indirect sales network, increases the dissemination of corporate know-how and optimises the performance of sales channels.
Enterprise integration: PLM, Service and beyond
RuleDesigner CPQ is not limited to the sales cycle, but acts as a central node for digital continuity between sales, design and after-sales:
– Integration with PLM to automatically generate technical BOMs from sales configurations
– Continuous alignment between sales configurations and technical rules
– Connection with Service to manage after-sales offers, spare parts and contracts
An interconnected ecosystem where data and processes flow without barriers, enabling fast, accurate and collaborative decisions.
Why choose RuleDesigner CPQ
Accelerates complex sales, reducing time and errors.
Aligning sales, technical and after-sales in one process
Reduces dependence on informal knowledge by standardising rules.
Fosters global collaboration with distributed teams and partners.
Before & After the introduction of the CPQ
Process
Before the CPQ
After the introduction of RuleDesigner CPQ
Offer
Manual and subject to errors
Automated, real-time validated
Pricing
Dependent on experience
Calculated in accordance with company rules
BOM
Revised by technical department
Automatically generated by the configurator
Average Time
7 days
2 days
FAQ SECTION
Can RuleDesigner CPQ handle complex engineer-to-order configurations?
Yes. The platform also allows the configuration of products with high technical variability, supporting constraints, rules and validations that reflect engineering logic. Configurations can be linked directly to the generation of technical BOMs and CAD documentation.
Is it possible to create configurations differentiated by country, list and channel?
Yes, RuleDesigner CPQ handles multi-language, multi-country and multi-level pricing scenarios. You can differentiate configurations, pricing rules, taxation and discounts by country, sales channel or customer type.
With which business systems can RuleDesigner CPQ be integrated?
The platform is designed to integrate natively with ERP, PLM, CRM, CAD and PDM. It has standard connectors, REST APIs and synchronisation mechanisms that enable seamless digital continuity between sales, design and post-sales.
Can configuration rules be managed internally without developers?
Yes. The system allows the management of rules via a visual interface and simplified modelling tools, also suitable for technical but non-IT users. It is however possible to further customise the behaviour of the configurator with advanced logic.
What concrete benefits can we expect from the adoption of the CPQ?
The most frequent results include: reduced offer generation time (-40%), zero configuration errors, increased standardisation and scalability, increased conversion rates and better collaboration between sales and technical departments.
How long does it take to get the solution into production?
The timing depends on the complexity of the project, but adoption can start in phases: an MVP with configurator and offer management can be operational in 3-4 months. The modular approach allows gradual scaling towards integration with PLM, Service, etc.
Are you facing challenges in selling complex products?
We help you assess the potential of CPQ for your business model
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