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Oracle CPQ

Oracle CPQ

Overview

What is Oracle CPQ?

Oracle CPQ is a cloud-based application that helps sellers configure the right mix of products or services and create accurate, professional quotes to quickly meet their customers’ pricing needs.

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Recent Reviews

Oracle CPQ Review

8 out of 10
March 21, 2019
Incentivized
It's used by a Business segment. It manages the Pricing and Quoting solution. We create and renew quotes, agreements, renew those, revise …
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Review

4 out of 10
March 20, 2019
Incentivized
Oracle CPQ is currently being used by the three largest sales groups. It allows the sales team to manage pricing within the constraints …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 11 features
  • Quote sharing/sending (16)
    8.4
    84%
  • Configuration options (16)
    7.9
    79%
  • Product configuration (16)
    7.9
    79%
  • Price adjustment (16)
    7.3
    73%
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Pricing

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CPQ Pricing

$240.00

Cloud
per month per user

Entry-level set up fee?

  • No setup fee

Offerings

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

CPQsuite Demo (7.5 minutes)

YouTube

Oracle CPQ Training | Oracle CPQ Certification Course Demo | What is Oracle CPQ | MindMajix

YouTube

Oracle CPQ Cloud Service 2017 1Z0-976 questions and answers|CertTree

YouTube

1Z0-436 exam Oracle CPQ Cloud Service 2016 Implementation Specialist | 1Z0-436 PDF Answers

YouTube
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Features

CPQ

Features related to configuring and pricing products and delivering quotes to customers.

7.4
Avg 8.6
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Product Details

What is Oracle CPQ?

Oracle CPQ is a cloud-based application that helps sellers configure the right mix of products or services and create accurate, professional quotes to quickly meet their customers’ pricing needs.

Oracle CPQ Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Oracle CPQ is a cloud-based application that helps sellers configure the right mix of products or services and create accurate, professional quotes to quickly meet their customers’ pricing needs.

Conga CPQ, SAP CPQ, and PROS Smart CPQ are common alternatives for Oracle CPQ.

Reviewers rate Quote sharing/sending highest, with a score of 8.4.

The most common users of Oracle CPQ are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(54)

Attribute Ratings

Reviews

(1-21 of 21)
Companies can't remove reviews or game the system. Here's why
September 17, 2019

Oracle CPQ Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We have implemented CPQ for some of our product lines, and it's used by users across the organization.
  • Drag and Drop UI.
  • Very fast and responsive UI.
  • Complex products with highly customizable options will be a challenge.
  • It has limited analytics features.
For small to medium complex products, Oracle CPQ is well suited. But for products which are highly customizable with more complex rules, it will be a challenge.
March 21, 2019

Oracle CPQ Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
It's used by a Business segment. It manages the Pricing and Quoting solution. We create and renew quotes, agreements, renew those, revise those, copy those, manage pricing, discounts, manage approvals through use of workflows, send notifications, create outputs, use reports, use multiple interfaces connecting to CRM, ERPS, integrators etc. in our system.
  • Configuration
  • Approval Workflows
  • UI
  • Data Handling Capability - It needs an internal capability for loading large amounts of data.
  • Version control
Its well suited for smaller businesses with pricing , quoting and configuration needs.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Used by almost the entire organization. Using as a hub with multiple Salesforce orgs and home grown boarding platform.
  • APIs
  • Centralized hub
  • Seamless with Salesforce Cloud applications
  • User interface design - although now seeing big improvements with JET
  • Reporting - The data between Salesforce (our CRM) and Oracle CPQ need to mesh better. It should have a two-way sync for critical bits of information such as closed won and closed lost. Then the reporting would be better.
  • Customer Service for support questions and as a partner to offer ideas to our problems - only show up when it is time to renew
Well suited for: Complex rule engines for sales

Exposing these rules is not easy for reviewing with the business
Francis Beiring | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
With Oracle Configure, Price, and Quote Cloud in place across our global operations, we have streamlined the entire quote-to-order process. The flexible and scalable cloud tool enables us to deliver a superior customer experience and supports our rapidly growing business for the long haul.
  • Leveraged automation to minimize headcount costs despite 10% year-over-year business growth, and enabled staff to focus on more strategic tasks.
  • Established a flexible CPQ system that scales on demand to easily accommodate the company’s multiple global locations.
  • Improved customer relations by reducing configuration time and allowing sales more time to meet with customers and close orders.
  • User interface needs updating.
  • Reporting Manager needs a big update. We also use Oracle Engagement Cloud and we are pleased with the BI Reporting. CPQ reporting needs some work.
Oracle CPQ Cloud is well suited to streamline approval processes and decrease quote-to-order time by eliminating paper-based processes with complex pricing lists.
Michael Weissberg | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
We chose to implement Oracle CPQ for our separate e-commerce platform on top of Oracle Commerce Cloud. It's being used across the entire organization to replace a home-grown custom solution for a wide variety of product lines that can be customized to extreme levels. We'd like to be able to offer more products and variations on our e-commerce site rather than relying on manual quotes and sales representatives, but we're limited by manpower and bandwidth to manually program in a lot of variables.
  • Allows us to offer a variety of options without manually programming in each individual product
  • Allows us to utilize a product feed with features and variants, which can also play well with Google Product Listing Ads (Google Shopping)
  • Maintenance does not necessarily require hard programming knowledge, so marketing communications can help maintain
  • Significant setup time, cost, and maintenance. We have to use an implementation partner
  • Does not always play well with other software, even Oracle software. While this is improved and being further improved, that it was a third party acquisition means things sometimes require a little extra care
  • Additional setup documentation and first walkthroughs would be helpful, especially if it was all in one place
Our primary use case, that we feel it's well-suited for, is sitting on top of Oracle Commerce Cloud to allow more variants and easier quoting in our e-commerce platform. So long as it isn't a fully custom job, this allows us to offer more products and more variants that are easier to automatically price, saving us time and needed manpower (thus increasing profits). However, setup is a bit cumbersome and not always necessary - it's not cost always effective for even a few dozen products with two or three variables each - so we're implementing in stages to allow ramp-up to greater complexity. This allows us greater speed-to-market while building up capabilities. However, without a CPQ, we wouldn't be able to offer our full product line without either wrecking the consumer experience and/or a great amount of manual effort, including greater maintenance time and costs.
Jason Parpart | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Oracle CPQ Cloud is our defacto system for generating customer quotes. Currently, our new equipment sales, aftermarket sales, and customer service groups are the primary users of CPQ, with the output from the system feeding Engineering and Order Entry. CPQ addresses a number of past issues, including reduced time from inquiry to quote, full visibility of the sales pipeline, reduction of errors, unified quote style and layout, and consistent pricing.
  • Incredibly powerful configuration rules engine
  • Offers flexibility to achieve almost any business need
  • Very well supported - Oracle is clearly investing in development of CPQ Cloud as updates to the system are regular and significant
  • Document generation systems need some work - Old Document Engine is very powerful, but not user friendly. Newer Document Designer is very user friendly, but lacks a number of features available in Document Engine.
  • CPQ Cloud has gone through some growing pains as part of BigMachines being acquired by Oracle. Many people on the sales side of Oracle still aren't very aware of CPQ, and don't understand how it fits in the big picture.
  • CPQ Cloud is in serious need of a UI update, but that is in the works for upcoming releases.
I believe Oracle CPQ Cloud would be a useful tool for any company that quotes and sells a product or service. The flexibility and power of the system are such that it can handle any magnitude of users, quote size, or business rule complexity. Unless the business is very straightforward and quote generation and business rules are very simple, CPQ Cloud would likely be a good fit.
Gary Sheppard | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Oracle CPQ Cloud to direct our sales people to the correct configurations of hardware solutions that the customers need. The system is used by nearly all sales branches and is being rolled out globally as well. The standardized pricing and quote output provide value to our customers and the data collection and reporting capabilities help our management stay up to date with sales and customer relations. Customer relations are being additionally improved by the integration of Oracle's CRM through a separate contract purchase of that software.
  • Directed sales is done very well by this software but you need dedicated administrators to create, update and grow the configurations.
  • Quote calculation and presentation are done well also.
  • The freedom provided by the administration back end can make the logic to become too complex and conflict, so the administrators need the power in the organization to draw the line on user requests.
  • Oracle has put a lot of effort into improving the document engine (to produce quote documents) but it still has it's headaches and limitations. It can pretty much do what the old engine did after years of development. But they dumbed things down a lot which is frustrating sometimes but will probably be good in the long run.
This is enterprise software that will be good for any large sales team. Startup companies should stay away until they get more established. A business would need to have a very diverse and customizable product line in order to really benefit from the high cost of this good and flexible system.
February 02, 2017

Success with CPQ!

Paul Shapiro, CPA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Oracle CPQ Cloud is being used to provide our channel partners with a front end to configure products, get instant pricing, produce quotation documents, produce product drawings and link to product specification sheets. This information is provided to them in minutes instead of hours making our company easier to do business with. It is being rolled out systematically to our principal customers.
  • The system is very flexible, allowing us to do pretty much whatever we want with the customer experience.
  • Implementation consultants are VERY knowledgeable and picked up the nuances of our business very quickly.
  • Along with the flexibility comes some technical complexity. We are not fully up to speed on the technology needed to make all modifications to our product configurator without consulting assistance.
  • Oracle solutions are not cheap, nor are their consulting resources. We got what we paid for however.
The system is well suited for product configuration. Our pricing is not customer specific and accomplishing that, though possible, will be complicated.
Uri Eshed | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
  • Streamline quotes.
  • Provide online repository of standartized quotes.
  • Allows transparancy.
  • Product too rigid, too many areas are not flexible enough.
  • Access rights management difficult to maintain and just not supported in too many areas (reporting, part search).
  • Lacking testing / debugging / configuration management tools.
  • Support and responsiveness poor.
  • If you are not in the mainstream of the product roadmap, usage or improvement roadmap cannot be seen.
Check well, how likely your organization is to change current processes and adopt new ones?
Can you draw what is the lead-opportunity-quote-PO-cash flow?
How clear are the product configuration definitions in the company?
Score 9 out of 10
Vetted Review
Verified User
  • BigMachines provide us with a central repository for all our products and services.
  • Allows all our technical sales staff access to configuring and architecting a complete end-to-end solution for our customers.
  • Speeds up the time it takes for our sales team to configure, price and quote a solution.
  • Error messages need to be more specific, in some cases, the message is so generic it's difficult to locate the issue.
  • The product needs the ability to modify and update itself. Updates to the parts catalog and data tables are file uploads or manual screen updates.
  • Reporting and report generation tools are very difficult to compose and update (Another example of where fault messages need to be improved).
  • More features and functionality with the BML scripting language.
  • More build-in screen formatting controls.
  • Ability to call a function with a function or UTIL.
I would hire a consultant or an experienced BMI developer for the initial build. Even if it's just for one product-line. They can show you a lot the product can do right up front. And help with the initial design. Trying to build the product without any experience will result in a lot of rework and changing directions with your build. They can also teach you how to navigate with the vendor and bypass a lot of trial and error.
Stephen Crane | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
At our company, BigMachines is used as the primary Sales quoting and contracting software. It is primarily used by the Sales organization (both internal Sales and District Sales Managers) to build out quotes and generate contracts and addendums for new and existing business. Sales Operations is the owner and is the admin of the software, along with IT, who facilitate the use of user licenses. The software is also used by the Product organization and is a key component in the Go-To-Market process by making new pricing generally available for sale. Business analysts work directly with IT developers to design user requirements when building out new quote products. The software helps to automate the contracting and approval process, making sure that specific quote products go through the correct discount approval channels. There is tie in with Salesforce as well, which has allowed us to generate Opportunities with Products reports and report on sales activities and KPIs for specific products.
  • Automation of discount approvals and protection of margin- This is probably one of the most widely-discussed features. Our ability to set maximum allowable discount thresholds is imperative, especially when there are hard costs like vendor or partner royalties associated with each quote product. You can really lock product discounts down at the line item level (though presents slight frustrations as well).
  • Configurable and customize-able - The code base is configurable and has allowed our in-house developer to develop some fully custom discount approval workflows. It can also be customized to program in maximum and minimum allowable values and graphical control elements like pop up menus, help text, list boxes, text fields, and other software components.
  • Ability to implement business rules based on business requirements (i.e. publicly traded company, Sarbanes Oxley) is a plus.
  • The software is great for implementing simple if/then logic (if X product is selected then Y product should also print on the agreement). Specific trigger rules can be written and implemented based on if/then criteria in order to meet business rules and scenarios. You can write as many quote requirements as you need.
  • Integration with Salesforce
  • One of the biggest challenges we've experience with the software is the lack of flexibility in deploying snippets of code changes to production. Unlike making changes in our Salesforce test environment, when deploying BM to a production environment our IT developer has to migrate a fully tested code-complete snapshot of sandbox to our production environment all at once. This presents challenges for IT when managing multiple projects from different areas of the business, specifically general sales availability expectations. In order to meet business deadlines, sprint cycles are managed against a floating deployment schedule to ensure that code for all projects are deployed at once.
  • While the software is customize-able, deploying more complex changes takes much time and effort. Dedicated programmers and business systems analysts are needed to define the business rules, document the programmed changes, and deploy the software to production. It takes time to learn and and train on the logic behind the scenes. User training is definitely required for more complex configurations. There is no automated wizard to walk-through test configurations (this would be a nice-to-have).
  • In a fast paced agile environment, the software is a little slow in how it integrates into business process, approvals, and Go-To-Market strategy.... at least in our business.
  • Navigation between configuration pages is a little cumbersome.
  • The software UI has been modified A LOT to make the user experience easier for the Sales teams. A lot of credit goes to the programmer but overall the software UI is still static and at times inflexible when compared to other new drag and drop/cloud-based wizard models.
  • Would be nice if there were integration with our billing system (this is a nice to have!) Product Catalog (SKU) management becomes very manual and all the more important when there is lack of integration with the billing system. We have to coordinate efforts with Billing, Sales, and IT to make sure that the product catalog stays clean and up-to-date.
  • While the ability to lock down discount allowables is a plus, this can also stall deals if allowables HAVE to be exceeded to win business (more of a process/culture change I know). Ad-hoc Emergency fixes can be deployed but you have to weigh the benefits against these "whirl-wind" resource costs.
If you're looking for a robust solution that is highly customize-able and configurable, BigMachines is definitely worth exploring. I wouldn't say that the software itself is slick, but rather, its configurable nature allows a talented programmer to implement some pretty slick solutions. The things our developer has been able to do with soft and hard floor discount approval rules is pretty cool. However, dedicated analysts are needed to help with documentation and user training because the software doesn't have a wizard interface. Also be sure to understand how internal business processes (like sales approvals, IT sprint cycles, and SarBox requirements) are impacted due to the strict bulk code sandbox-to-production migration requirements. A complete snapshot of the test environment has to be deployed all at once; this is a limiting factor in our fast pace agile environment (though we've adapted) where speed to market is imperative. Just make sure you can re-write processes if needed, dedicate time and resources to train users and document business rules. Also, make sure the business has a clear operational strategy when it comes to Product Catalog (SKU) management. This process may become very manual due to lack of billing system integration capabilities (based on what I've seen). End-of Sales efforts may have to be coordinated with Billing, Sales, and IT departments to during the SKU removal or clean-up process.
Dave Merullo | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • As with most CRM solutions, BigMachines CPQ engine provides best value when the toolset is optimized to align with the needs of the business. While this is an obvious statement, I've found that achieving alignment is sometimes the biggest challenge. But if the implementation is done right, BigMachines can dramatically transform the sales cycle and drive revenue to new levels. In short, the toolset is powerful and flexible but success hinges on collaboration between the team using it and the team developing/supporting it.
  • As a developer/admin, I've been able to deliver functionality within BigMachines that automates complex business logic, ensures accuracy of materials on a quote, includes quick and easy discounting with appropriate approval checking and renders to a variety of PDF proposals. Users have reported reductions in quote preparation time from hours to minutes.
  • Beyond the out-of-the-box features that simply get turned on/off, BML coding of utility functions and Rule administration allow creative and challenging solutions. For example, we were able to allow users to quote support/maintenance for variable terms across multiple products with existing or expired agreements with 100% accuracy. By writing a function that calculates a prorated price based on unit price and end date we were able to plug prorated pricing into any item being quoted. Prior to using BigMachines this was a big challenge which cost salesreps time and resulted in delays due to inaccuracy.
  • There are areas within the tool that are very difficult to troubleshoot and require assistance from BigMachines support. As a developer, this can be frustrating and limiting. For example, when the results of a configuration are added to an existing quote the data passes from "configuration" to "commerce" through what seems like an invisible portal. Improvement in visibility to this process would be of great value.
  • From an admin's perspective, a "developer mode" that shows whats going on under the hood while in commerce or config is needed.
  • The document engine is tough to work with, but BigMachines is commited to rolling out improvements. The latest update is that a complete refresh is on the way.
In my experience, having at least one resource in-house that knows how to develop and support BMI makes a huge difference. Leveraging the BOA process to analyze and document business processes is also of great value not only at the beginning of the implementation but periodically as well. Understand that familiarity from the users will promote ideas for improvement that simply cannot be identified in the blueprinting phase. Plan for continuous improvement and agile development.
Jim Kiltie | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • With most software you either customize the software to fit your process, or you customize your process to fit the software. BigMachines provides customization of its configuration and commerce rules, allowing companies the flexibility to fit to their processes, without requiring customization of the base code. This is not to say that BigMachines is perfect, but compared to the other products out there, BigMachines is far and above their competitors.
  • BigMachines listens to their user community's suggestions for feature requests. Their users also have the ability to vote on other people's suggestions. With 4 releases per year, BigMachines is always moving forward with adding features their users want.
  • The customer support structure at BigMachines is the most responsive I have ever worked with. Support is a very high priority for them, as is evidenced in their ramp up and training of support personnel. More companies should model their customer support after BigMachines!
  • The biggest problem I hear most about BigMachines is how difficult or complex it is to program pricing. I feel it is unfair to lay the blame for this on BigMachines, as each company has their own methods or algorithms for calculating sales price. But, to BigMachines' credit, they are always looking for new ways to make this easier for their customers, as was evidence in the release of the Pricing Rules and Formula Manager functionality. This functionality takes a lot of programming out of pricing and puts it in a format easy enough for non-programmers to work with.
  • My biggest complaint about the product is bulk migration. BigMachines keeps moving in the right direction toward granular or package development, but the way the product works now I must have all of my development completed before I can migrate from my test to my production environment. This forces me to make "live" changes in production for emergency fixes. BigMachines continually adds functionality to their roadmap to enhance this functionality.
If you want a successful implementation of BigMachines you will need:
  • Executive sponsorship that is actively involved in the the implementation and will help drive user adoption
  • Well documented configuration and pricing rules
  • An implementation team that understands your company's sales, finance, manufacturing and procurement processes
  • Knowledgeable consultants to implement BigMachines using best practices
  • For larger companies, trained system administrators to support and maintain your BigMachines environment (BigMachines offers Yellow and Blue Belt training...I highly recommend both!). For reference, support for our 90 users is split about 75-25% between myself and a consultant.
  • For sustainability, an engaged Sales Operations team who stays current with configuration rule changes and additions and can interface between the product teams and your BigMachines system administrator
Richard Henning | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Verizon uses it as our Enterprise Solutions (Cloud, Colocation, Managed Solutions, etc) quote to order sales tool.
  • BigMachines allows Verizon Sales Engineers to configure very complicated solutions across multiple product families (Cloud, Colocation, Network, Managed Services, Data Backup and Restore) while ensuring our companies with 60+ data centers can provision the services using our own provisioning processes and applications.
  • BigMachines allows us to have multiple lines of business within the same application such as Partners, Public Sector, Commercial and internal business quoting.
  • The BigMachine SaaS engine is pliable enough for us to reverse integrate Verizon legacy products and services into Terremark's portfolio, while adhering to the large company nuances that had to be added for a successful implementation.
  • BMI has a segregated process and permssions for quoting the Public Sector services and Partner programs using different rates and discounting schemes.
  • A migration of parts and data tables to multiple environments (Dev, Test, Prod) along with the ability to track changes at a granular level.
  • BigMachines works best in Firefox but not as stellar in Microsoft Explorer. Our company compliant browser is MS IE and not all users can install Firefox.
  • A New User Access process that will forward approval to a group of users. Managing a user list of 300+ is nearly impossible. BMI lists users by first name or last name, in a long, arduous listing like the old DOS days. NO ATTEMPT to update the user management portion has been addressed. Just missed promises.
  • More advanced and granular discount and customer engineering approval processes and stages.
  • Discouting works great and we segregate on 5 different layers.
  • NOT Improved automated report generation interface and tools. It has rudimentary reporting capabilities that cannot be used during working hours or site speed/use is hampered. No changes to the reporting tool have ever been delivered since our initial use 5 years ago.
  • Ever since Oracle purchased BigMachines they no longer keep in contact with us. Our issues are tickets that repeat (printing queue issues) and we have limited, very very very limited interaction with humans as we use to.
  • BigIdeas!? No more BigIdea conferences to interact with the BMI development team, managers and service groups that service our Verizon account. Oracle dropped this off the map and inserted it into some other "Oracle" event that no longer has any meaning. Upset as a long time 5+ year customer on this issue.
Have all of your processes, needs and provisioning aspects in place prior to developing your configuration and data tables. If your products, services or processes are complicated have a BigMachines engineer live with your group for a short while so they fully understand your business needs. We had many weekly, closed sessions to ensure all business group needs were met.

We (Verizon) still use BigMachines to process large business orders of our Verizon Enterprise Solutions but ever since Oracle has purchased the product/company we have lost our 1:1 busness relationship with trying to fix/update the tool to support a Fortune 50 company. We continuously have service interuptions (reboots) needed for the Printable solutions when too many, lage quotes go to contract. We receive quarterly fixes that break items in use and Oracle does not seem to give us the "care" we received when it was just BigMachines. Also there is no longer a Big Ideas summit to meet with the support team to vet our issues/needs.
December 18, 2014

My BigMachines CPQ Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
BigMachines CPQ is the only quoting tool used in Polycom, it exists in 2 flavors, one is integrated with Salesforce which is used by internal users and the other flavor is standalone used exclusively by [our] partners (direct & indirect). The quoting tool is currently used by field sales, field service (renewals) reps, product managers, and system engineers etc.

Current Business problems:
1) Multipricebook Quotes with Salesforce opportunity, limitations in BigMachines restricts only one price book per quote we BigMachines Pricebook (very few Customers Mulitpricebook functionality), we overcome by building a custom solution in salesforce which is really time-consuming exercises for sales especially when they build quotes for Global Partners & Customers.
2) Exporting SKUs from an Excel attachment - for renewals, Service sales gets 200+ SKU in Excel. Currently, BigMachines doesn't have a standard functionality to load SKUs from an Excel sheet and create a quote.
3) WebServices Calls from external systems, BigMachines does not encourage web services calls from external systems, hence we need to bring in all operational data from other systems, stored in data tables, which is not a good practise.
4) Integration with Oracle Applications (ERP) - As Oracle acquired BigMachines, we are looking for standard ERP integration for application modules (OM, INV, TCA, etc.).
  • Fast, easy access, good user interface, not much training needed for end users.
  • SFDC Integration makes it easy for our sales people to complete the final Customer Quote & Proposal in one shot rather using different systems.
  • Ability to support complex configuration rules for various product lines.
  • Good admin features, easy customization that can be used for simple solutions as well as very advanced ones.
  • Good customer support, CSA meetings, taking feedback from customers and trying to implement in future releases.
  • Multicurrency and Multipricebook Quotes with SDFC
  • Cannot join Data tables in a single BMQL, need to write complex loops to join 3 to 4 data tables.
  • Ajax enabled options in Recommendation Rules, Recommendation Item Rules like what we have in Constraint rules (don't want full page refresh for all firing rules).
  • Configuration flow (layout) can be better, although it's drag and drop from Version 12, we'd like to have better page layouts and better error messages for users (like dialog boxes).
  • Dynamic Menu population for Single Select Menu & Multi Select Menu Attributes - the list of values can be dynamic by querying from a data table, right now it's all hard coded. For all new menu additions, we need to add them manually and deploy the whole configuration.
1) Dynamic Product line - Are your products changing every other month, how easy is it to bring in the dynamic changes of new products, maintaining configuration rules
2) Item master - data integration with source systems, price change tracking, questions on data governance needs to be asked in particular
3) Customer Pricing - Understand your complex pricing rules to suit with BigMachines functionality
4) Integration with other systems (not SDFC), how to build the custom integration solutions

Understand all your business requirements and make sure whether standard BMI functionality supports them, you might end you making tons of customizations
July 18, 2014

BMI review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
CPQ for a variety of products. Used by several departments at current client. Transitioning excel pricing engines into BigMachines, creating quotes and proposals and handling approvals.
  • The configuration side of BigMachines makes it very easy to create consistent product configurators.
  • So far, approval sequences are flexible enough to handle our scenarios.
  • Integration with Salesforce is a big plus.
  • Ability to define classes in BML would be great, but probably unlikely.
  • Ability to pass a line (within a line_process) to a BML Utility function as a parameter would be excellent.
  • Doc Engine needs a lot of work. Many times, I need to use firefox developer tools to manually adjust HTML in order to get it to look right. DOCX output particularly seems buggier than PDF output.
It is very useful for complex product configuration and quoting.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We needed a strong CPQ engine to do our quoting processes. After reviewing most of the ones that were out there, nothing compared to Big Machines. It was initially implemented as a stand alone platform then integrated with Salesforce.
  • Strong Configure Price Quote(CPQ) engine
  • Flexible enough to handle any business processes you may have
  • Integrates seemlessly with Salesforce to make it a much better experience with the sales users
  • Can be used as a shopping cart engine as well
  • Too complex at times
  • Some API calls don't seem to work the same way as the UI calls
  • The document engine is pretty slow
  • Sometimes you need to do a lot of coding to acheive a small functionality
  • Approval process is not mobile friendly
It's great for small businesses that do not go through a lot of customization often or for big companies that have inhouse expertise to handle the changes that would need to be made. Once it's implemented it is kind of hard to modify unless you have a professional service agreement with them to handle the change requirements.
Marianna Fichtenholtz | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Provides a comprehensive sales solution - replaced 2 separate tools we were using for quoting and legal terms.
  • Intelligent built-in process flow allows for faster re-approvals and quote turnaround.
  • It is a very user friendly tool - basic training is usually enough to get started, and the rest can be picked up as you go.
  • Updating customer information, like billing account numbers, addresses, and contact information is not easy.
  • Changing the term on the quote is not an easy task and requires taking the quote back to design.
  • The quote history page contains too much information and is very difficult to find what you are looking for.
In selecting a quoting tool, we were looking for a comprehensive solution. Our focus was on finding a tool that would enable our Sales Organization to be more efficient, to reduce the quote turnaround time, and to streamline our processes. BigMachines was selected for its ease of use and cross-functional capabilities.
Score 6 out of 10
Vetted Review
Verified User
  • I don’t see any other alternatives, that are based on Salesforce.com and that would support our complexity - complex order outputs, sophisticated configuration engine for complex business rules
  • Sarbox compliance - our business rules are very complex and Sarbox makes it much more complicated as you need to track everything.
  • It is configurable – just requires time from a system analyst
  • I know it can work, but it takes a lot of time, effort and money
  • We used to use their virtual administrator service, but experienced a lot of turnover and varying skill levels. We felt we were better off having someone in-house. It does however help to have expertise available from Big Machines. The VA service provides technical depth on their end.
  • They have suffered from a lot of growth – both in turnover and burnout of people
In hindsight, it would have been better to re-engineer/simplify our business processes and pricing structure as a precursor to buying software. We were surprised by the hidden cost of ownership – due to staff time. You can turn configurator into client or partner view, though we don’t use those attributes.
Score 7 out of 10
Vetted Review
Verified User
  • For flexibility and a complex offer/contract, I would absolutely recommend the tool with the caveat that this needs to have dedicated admin with a more technical leaning depending upon the volume of changes needed in pricing, contract or For complex offers/contracts, I would give it an 8 or 9
  • In the last year BMI has made major improvements in usability and the roadmap continues to reflect their commitment to If it continues as is, by early 2013, I would give 8 or 9 regardless of configuration or offer type, again due to the flexibility and with new improvements, much easier to use.
  • It supports all processes we bought it for plus some we don’t use with the exception of publishing a price list.
  • For simpler offers, I would give it a 6 or 7 only due to it being designed by an engineer with no usability training whatsoever.
Score 8 out of 10
Vetted Review
Verified User
  • Ability to incorporate business logic within the configurator, i.e. if you buy “x” product, must also include “y” product
  • Ability to trigger approvals based on business rules i.e. sales manager approval needed if discount exceeds 20%.
  • Ability to trigger approvals based revenue recognition rules i.e. finance approval needed if one module discounted more than the others, finance approval needed in previous contract within 6 months, etc.
  • Allowed us to have line-item pricing history.
  • The feature that distinguishes BigMachines from its competition is also the feature that needs the most improvement- DocEngine. DocEngine is the tool that creates RTF or PDF documents based on the results of configuration and discounting/approvals. Most competitors do not have an output option, only configuration. It is supposed to be dynamic, but is very unstable and the output can break. We still have to run contracts through legal to ensure that the system has not caused any errors. Part of the issue is stability, and part is administration UI.
  • Earlier versions required system administrators to understand a code called “BQL”. It was a system designed by engineers with little thought about non-technical system administrators. The latest releases of the product show much more investment and improvement in this area as they move towards clicks not code configuration.
  • Custom pricing/invoicing is difficult, mostly because it’s hard to build logic around “custom” in the system.
BMI may be the “Cadillac” of CPQ systems. Make sure your org will get ROI. BMI can also integrate with other CRM systems such as Oracle, SAP, Microsoft, etc. Consider having at least 3 environments. Production, Development, Testing/QA Don’t underestimate the end-user support needed. And QA required.
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