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Configure One

Configure One

Overview

What is Configure One?

Configure One is a CPQ and e-catalog tool that allows users to visualize complex product configurations in 2D and/or 3D, and generate quotes and orders based on valid configurations. Configure One integrates with ERP, CRM, and CAD systems. It also…

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Recent Reviews

TrustRadius Insights

Configure One has been widely used as a powerful sales tool by various industries. Users have reported that the software has significantly …
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Pricing

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What is Configure One?

Configure One is a CPQ and e-catalog tool that allows users to visualize complex product configurations in 2D and/or 3D, and generate quotes and orders based on valid configurations. Configure One integrates with ERP, CRM, and CAD systems. It also includes features for manufacturers, including bill…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Salesforce Revenue Cloud (formerly Salesforce CPQ or SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.

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PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

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Product Demos

How to Configure One page website | Rara Business Pro WordPress Theme

YouTube

Configure One CPQ Software Mobile UI Demo

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Sizing and Selection Demo - Configure One CPQ Software

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CPQ (Configure-Price-Quote) 3D Demo: Passenger Drone Configurator

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How to configure One Time Vendor in SAP || Live Demo.

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How to Configure One time Customers & Postings in SAP || Live Demo in System

YouTube
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Product Details

What is Configure One?

Configure One is a CPQ and e-catalog tool that allows users to visualize complex product configurations in 2D and/or 3D, and generate quotes and orders based on valid configurations. Configure One integrates with ERP, CRM, and CAD systems. It also includes features for manufacturers, including bill of materials, routings, and parts numbering.

Configure One is a Revalize company.

Configure One Video

This video highlights Configure One’s powerful 3D visualization tool - Real Time 3D. Through Real Time 3D, customers will be able to create realistic scenes directly in the browser that accurately represent what the user is configuring. These scenes change in real time to refl...
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Configure One Competitors

Configure One Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(8)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Configure One has been widely used as a powerful sales tool by various industries. Users have reported that the software has significantly improved product configurations, resulting in accurate orders and better reporting on gross profit percentage. With the ability to accurately quote wood doors, Configure One has made it accessible for anyone to generate a quote for this product. Customers have found value in using Configure One to get quality quotes with selection data, saving time and reducing errors during manufacturing. Additionally, the software has been integrated with ERP systems, enabling users to enter configured orders on one platform instead of entering them twice.

The software has proven to be beneficial in meeting customer requirements in the manufacturing process by providing functionalities such as routing, item family creation, and input attributes. Users have found that Configure One allows them to give quotes quickly to customers, streamlining the quoting process and improving productivity for new salespeople. The software has also been helpful in the manufacturing industry by aiding in cost reduction and income increase. Some users have mentioned that the software can be challenging to implement and may require programming skills. However, they appreciate the excellent customer service and customization options provided by Configure One.

Overall, Configure One has revolutionized businesses by automating manual processes, improving efficiency, and ensuring accuracy in quoting and ordering complex products. It serves as a powerful CPQ platform and a useful sales and quoting tool for various industries.

Highly flexible and customizable: Users have found Configure One to be highly flexible and customizable, allowing them to design their own solutions for their specific industry and customer base. Many reviewers have praised the software's ability to accommodate their unique needs and requirements.

Extensive knowledge base: The extensive knowledge base provided by Configure One has been highly appreciated by users. It has made it easy for them to search for information and find answers to their questions quickly. Several reviewers have mentioned that the knowledge base is a valuable resource in understanding and utilizing the software effectively.

Responsive support team: Users have been impressed with the responsiveness of Configure One's support team throughout the implementation process. They have found the support team to be knowledgeable and helpful in addressing any issues or concerns that arise. Some users specifically mention that they received exceptional customer service from the support team.

Steep Learning Curve: Many users have found the software to have a steep learning curve, requiring a significant amount of time and effort to become proficient. They have expressed that it takes time to understand all the features and functionalities.

Difficulties in Navigating: Some users have had difficulties locating specific areas within the software and have found certain features to be hidden and not easily discoverable. They feel that the navigation could be improved for better usability.

Lack of User Documentation: The lack of user documentation and instructional materials has been a common complaint among users. They mention that there is a need for more comprehensive guides or manuals as they often rely on technical consultants for guidance.

Users commonly recommend the following in regards to Configure One:

  • It is important to implement standardizations before beginning the implementation of a configurator.
  • Dedicating an employee full time to develop and maintain the software is recommended.
  • Using Configure One with CREO for modeling and design purposes is suggested.
  • Virtualization has been beneficial for both the production team and customers.
  • Having a clear roadmap and involving all affected departments in the implementation process is advised.
  • Configure One's support team is described as attentive and responsive.
  • Having skills in HTML and CSS can enhance the utilization of the software.
  • For complex products, setup and administration may be more difficult.
  • Having a trial and using pre-made configurations can help understand the capabilities of Configure One.
  • On-site training is recommended for a better learning experience.
  • Being prepared and knowing the requirements before meetings is emphasized.
  • Investing time and money in defining requirements well is advised.
  • Keeping the implementation simple and utilizing customization can save significant time.
  • Configure One has good support and is recommended by users.
  • The implementation may require more work and dedicated resources.
  • Utilizing the help desk for quick support is suggested, as well as having HTML experience.
  • Configure One can be regarded as an overall sales tool.
  • Improving the admin guide with real examples or simulations is suggested.
  • Aligning business processes and resources is important for an effective implementation.
  • Configure One is recommended as the preferred CPQ system.
  • Documenting sales processes and ensuring compatibility with ERP systems are recommended steps.
  • Configure One is suitable for small to mid-size companies.
  • Users appreciate the integration of Configure One with Solidworks.
  • Making the software more connect-friendly with platforms like Zapier is suggested.
  • ConfigureOne's documentation is valuable for implementation.

Overall, users highlight the importance of standardization, resource dedication, collaboration, support utilization, and careful planning for a successful implementation of Configure One.

Reviews

(1-2 of 2)
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Inés Prieto | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
What I like about this software is that everything is in the same system. We do not lose sight of the whole process of elaboration of our products, their design, and characteristics, to achieve a nomenclature, and then move on to the calculation of prices, according to costs and margins. It allows us to automatically create budgets and proposals for our customers.
  • Allows the creation of an online catalog, where our customers can access from the customer portal and see all the products we have available, as well as their features, design, quantity, price, and more.
  • We can take in an orderly manner the entire process of the product from its creation to the categorization of products. The system has customer and proposal management, where we can access the files without problems or complications.
  • It has a tool for the design of products in 3D, which we love because we do not have to search in other files and programs for plans and designs.
  • On some occasions the cad program has crashed and when designing a product the software slows down and freezes the screen.
  • I would like to have more integrations, to be able to enter the CRM software with which we usually work.
  • It took us a lot of time and help from technical support to configure the whole system to be able to start using it.
This software is a very useful tool, ideal for companies that manufacture their own products and want to closely monitor the entire process. In the company we can work easily with it, we are all happy with your purchase and is one of the programs that we recommend the most.
CPQ (11)
96.36363636363637%
9.6
Quote sharing/sending
100%
10.0
Product configuration
100%
10.0
Configuration options
100%
10.0
Pricing rules
90%
9.0
Price adjustment
90%
9.0
Purchase history and open contracts
100%
10.0
Guided selling/Sales portal
90%
9.0
CPQ reporting & analytics
100%
10.0
CPQ-CRM integration
100%
10.0
Attachments to quotes
90%
9.0
Order capturing
100%
10.0
  • Our performance has improved considerably, saving us time in the preparation of budgets in a conventional way and searching in other software and folders, the designs created. Thanks to the fact that everything is in the same system, all departments work in a more integrated way, increasing productivity and sales.
Farjana Labonno | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
ConfigureOne is a web-based tool for integrating tasks and products. The variety of options it provides and attractive CAD modeling used. It was a huge step up in efficiency, features, and technology. While ConfigureOne is straightforward to use, it is a powerful CPQ platform and a useful sales and quoting tool. In our engineering department, we're able to automate truck design. It has enabled us to make better use of our engineering department. We used virtualization to help production understand customer intent. Using this software, we can create custom power systems for our clients. CRM and ERP tools can provide a comprehensive user experience for external and internal users alike. Easy implementation and ongoing support make all the difference.
  • Its flexibility and integration with ERP and CRM tools make it ideal for our users.
  • We have customized the quote solution to meet our specific product quoting requirements.
  • It is straightforward but powerful sufficient, a solid CPQ platform, and a useful sales and quoting tool.
  • Salespeople at our company have access to various levels of information to generate personalized product quotes.
  • Virtualization facilitates the production process for a more in-depth understanding of complex systems' configurations.
  • In some cases, the configuration process can take a long time to complete. While the cost is high, the service is excellent.
  • Learning can be difficult due to the high level of customization implemented. Backend compartments only connect from above.
ConfigureOne is user-friendly, even for people who have never used it before. It is straightforward and flexible to invent a solid CPQ platform and a useful sales and quoting tool. A simple-to-use program with ongoing help affects the user experience. Administrative training is well worth the cost for comprehensive and practical experience. We employ it throughout the entire process, from the quote to the final product. But there are some instances where the configuration process can take a long time to finish.
CPQ (11)
81.81818181818181%
8.2
Quote sharing/sending
80%
8.0
Product configuration
90%
9.0
Configuration options
80%
8.0
Pricing rules
80%
8.0
Price adjustment
80%
8.0
Purchase history and open contracts
80%
8.0
Guided selling/Sales portal
80%
8.0
CPQ reporting & analytics
80%
8.0
CPQ-CRM integration
90%
9.0
Attachments to quotes
80%
8.0
Order capturing
80%
8.0
  • It meets our extensive and dynamic product quoting needs and access levels, creating customized product quotes with minimal clicks.
  • It is simple and flexible to create a solid CPQ platform, and a useful sales and quoting tool always adapt to the fast-changing technology trends.
  • It's very adaptable, and it's integrated with CRM and ERP tools, so it creates a seamless user experience and ensures that our workflow is consistent from start to finish.
Configure One is flexible in inventing a solid CPQ platform and a useful sales and quoting tool to understand our customers' needs better. It's extremely user-friendly and provides almost limitless customization options. It provides a diverse range of functions that allow users to customize their tools. The support staff is always available and knowledgeable. Because of its excellent service, we chose it over its competitors.
Zoho CRM, PandaDoc, Salesforce CPQ (formerly SteelBrick)
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