Industrial Machinery — Industry Solution

Configure. Quote. Sell.
Then service for life.

Industrial machinery OEMs lose revenue at both ends — Engineer-To-Order and Make-To-Order quotes take weeks when they should take days or hours, and aftersales revenue leaks through manual parts quoting, disconnected service contracts, and warranty processes that nobody owns. ServiceCPQ covers the complete commercial lifecycle — from first configuration to last service event — including B2B self-service commerce for distributors and end-customers.

Phase 01 — The sale
Equipment CPQ
CTO configuration MTO with ECO workflow ETO commercial layer AI-priced BOM NLP intent matching CAD/drawing trigger
Phase 02 — After the sale
Aftersales & Lifecycle
Spare parts CPQ Service contracts Warranty management Repair & overhaul CPQ Out-of-contract workflow Contract renewal CPQ
Phase 03 — Self-service
B2B Commerce Portal
Distributor self-service End-customer ordering Parts catalogue commerce Contract pricing portal Real-time availability Account-based pricing
Where industrial machinery OEMs lose money

The commercial gaps generic platforms don't cover.

Industrial machinery is the hardest CPQ problem — every product is technically complex, configurations span CTO through ETO, and the aftersales lifecycle lasts 10–20 years. Generic CPQ platforms handle none of this well. Generic CPQ covers the quote but not the lifecycle. ERP covers the service but not the commercial layer.

ETO and MTO quoting cycles take weeks
Custom CNC machining centres, special-purpose lathes, and bespoke compressor skids require engineering validation before a commercial quote can be issued. No CPQ platform routes non-standard configurations to engineering and back automatically — so it's done by email and Excel.
Spare parts quoting is entirely manual
Industrial machinery has long parts tails — 10–20 years of spare parts demand after installation. Parts are quoted from PDFs and spreadsheets. Wrong part numbers, missed supersessions, and substitution errors are the norm, not the exception.
Service contracts aren't sold at machine handover
The highest-probability moment to sell a service contract is at equipment handover. Most industrial OEMs don't have the tooling to build and quote a service contract in the same session as the equipment sale — so the window closes and the customer self-maintains.
No B2B self-service for distributors or end-customers
Distributors and end-customers call or email to order spare parts, request service quotes, and check contract status. There's no self-service portal — every interaction requires inside sales or customer service involvement. That's a cost and a revenue ceiling.
Warranty leaks through disconnected processes
Warranty coverage is tracked in the ERP. Claims are managed in a separate system. Vendor recovery is a spreadsheet. Component-level coverage tracking doesn't exist. Machines run past warranty with nobody noticing — and out-of-warranty repairs are absorbed into contract margin.
SAP CPQ stops at the quote — lifecycle is someone else's problem
Generic CPQ generates a quote. ERP handles service orders. Asset management handles assets. Three systems, three data models, no shared commercial object. For a 15-year machinery lifecycle, that means 15 years of manual data bridging between systems that were never designed to work together.
Complete solution — industrial machinery

Three layers. One platform. Entire commercial lifecycle.

ServiceCPQ covers every commercial event from the initial equipment configuration through 15–20 years of spare parts, service, warranty, and contract renewals — including B2B self-service for distributors and direct customers.

Phase 01 — The sale
EQUIPMENT CPQ
CTO
Configure to Order
Standard product range with selectable options. Constraint rules prevent invalid combinations. BOM auto-generated and priced in minutes — no engineering involvement for standard configurations.
Manufacturing CPQ →
MTO
Make to Order + ECO Workflow
Non-standard specifications routed to engineering automatically. Conditional quote issued while ECO is in review. BOM locked on engineering approval. No email chains — the workflow is inside CPQ.
MTO CPQ →
ETO
Engineer to Order Commercial Layer
Fully bespoke machinery scoped from customer requirements. CPQ owns the commercial and BOQ layer. PLM or CAD integration handles design output. Scope versions tracked with commercial approval at each gate.
ETO CPQ →
AI
NLP Intent Matching
Describe the machine requirement in natural language — "75kW rotary screw, outdoor, food-grade stainless." UMAP + Euclidean distance maps it to the closest valid configuration. No blank-page quoting.
Phase 02 — After the sale
AFTERSALES & SERVICE
PARTS
Spare Parts CPQ
AI-matched spare parts across your full catalogue. NLP search surfaces correct part numbers, supersessions, and substitutions. Distributor and end-customer can self-serve — no inside sales needed for standard parts.
Aftermarket CPQ →
SERVICE
Service Contract Quoting
Full-service, preventive maintenance, time-and-material, and performance-based contracts quoted at machine handover. Contract scope, SLAs, response times, and exclusions defined per machine model and application.
Service lifecycle →
WARRANTY
Warranty Management
Component-level warranty coverage tracked from delivery. Claims processed against the machine BOM automatically — no manual lookup. Vendor recovery workflow recovers cost from suppliers for defective components.
REPAIR
Repair & Overhaul CPQ
Major component overhauls scoped from machine service history. Rebuild vs replace cost analysis at the quote stage. In/out-of-contract determination automated — no manual spreadsheet check before every repair decision.
Phase 03 — Self-service
B2B COMMERCE PORTAL
B2B
Distributor Self-Service Portal
Authorised distributors configure, quote, and order parts, accessories, and service contracts independently — without calling your inside sales team. Contract pricing applied automatically per distributor tier and region.
Distributor CPQ →
COMMERCE
End-Customer B2B Commerce
Registered end-customers order spare parts, consumables, and accessories online with account-based pricing, real-time stock availability, and contract pricing applied to their account. Reduces inside sales load by 40–60%.
CONTRACT
Contract & Account Portal
Customer-facing view of active service contracts, warranty status, asset history, and upcoming PM schedule. Customers log service requests, check contract coverage, and order consumables — all in one authenticated portal.
Configuration modes explained

CTO, MTO, or ETO — industrial machinery spans all three.

Most industrial machinery OEMs operate across all three modes simultaneously — standard product lines (CTO), customer-specified variants (MTO), and fully bespoke systems (ETO). ServiceCPQ handles all three in one platform and routes each quote automatically.

MTO
Make to Order

Customer-specified variants outside your standard range. Base platform exists but non-standard dimensions, materials, or compliance requirements need engineering sign-off before BOM lock.

Use MTO for:
  • Non-standard spindle speed or travel on CNC
  • ATEX-rated variants of standard machinery
  • Custom bed extension or special tooling on lathe
  • Non-standard pressure vessel certification
CNC machining centre · custom Z-axis travel
ATEX Zone 2 · non-std spindle speed
→ ECO review · conditional quote
⏱ Quote cycle: 1–5 days
ETO
Engineer to Order

Fully engineered from customer requirements. No standard base to configure from. CPQ handles the commercial and BOQ layer — design lives in your PLM or CAD environment with a handoff at each approval gate.

Use ETO for:
  • Special-purpose machine tools and transfer lines
  • Custom compressor skids with site-specific layout
  • Integrated welding and automation cells
  • Custom process plant and pressure systems
Special-purpose transfer line · 6 stations
Customer layout · ASME certified
→ Scoped quote · BOQ · gate approvals
⏱ Quote cycle: 1–6 weeks
B2B self-service commerce

Your distributors and customers shouldn't need to call you to order a spare part.

Industrial machinery OEMs have 10–20 year parts tails. The volume of routine parts orders, consumables requests, and service contract renewals doesn't need a sales rep — it needs a self-service portal with the right pricing and the right products.

ServiceCPQ's B2B commerce layer gives distributors and registered end-customers a branded, account-specific portal — with their contract pricing, real-time parts availability, and their machine's service history in one place.

Account-based and contract pricing applied automatically
Distributor tier pricing, customer-specific contract rates, and volume discounts applied at login — no manual price negotiation for routine orders.
Machine-linked parts catalogue
Customer sees only the parts that fit their installed machines — filtered by serial number and BOM. No wrong-machine orders. NLP search for natural language part lookup.
Real-time availability and lead time
Stock level, warehouse location, and production lead time shown at the product level. Customer can make an informed order decision without calling your inside sales team.
Service contract and warranty status visible
Customer sees their active contract coverage, warranty expiry by component, upcoming PM schedule, and open service requests — all in the same portal as parts ordering.
servicecpq — b2b customer portal
Matching your machine — RSC-75 · rotary screw compressor · 75kW
Filters
In stock
Air filter element
RSC-75 · replace 2000hrs · Part AF-4421
$184
Separator
In stock
Oil separator element
RSC-75 · replace 4000hrs · Part OS-2280
$342
Bearings
Low stock
Drive end bearing set
RSC-75 · replace 8000hrs · Part BR-7740
$1,240
Service kit
In stock
2000hr service kit
RSC-75 · filter + oils + gaskets
$620
Order summary Contract price applied
AF-4421Air filter element, RSC-75×2$368PART
PM-2000-KIT2000hr service kit×1$558PART
SVC-PM-VISITScheduled PM visit, 4hrs on-site×1$480SVC
Order total
$1,406
Contract pricing · ship in 2 days
● Warranty active · 14 months remaining
Warranty for the full machine life

Factory warranty is just the first chapter. ServiceCPQ tracks all of them.

Industrial machinery warranties are complex — factory warranty, extended warranty, component-specific coverage, and sub-supplier warranties all overlap across a 2–5 year period. After that, service contracts pick up where warranty ends. ServiceCPQ tracks the whole sequence.

Every machine has a warranty and contract timeline visible from the asset record — so your service team, your distributors, and your customers all know exactly what's covered at any point in time.

Yr 0–1Factory warranty
Full factory warranty — all components
Complete machine warranty from delivery. Component-level coverage tracked by BOM line. Claims processed automatically against the asset record. Vendor recovery workflow for defective sub-components.
Full coverageAuto-claimsVendor recovery
Yr 1–3Extended warranty
Extended warranty — selectable component coverage
Customer selects extended warranty scope at initial purchase — full machine, drivetrain only, or critical components. Quoted and bundled with the original equipment CPQ quote. Premium calculated per component and application risk.
Selectable scopeCPQ-bundledRisk-based pricing
Yr 2–5Service contract
Service contract — PM + full service or T&M
Preventive maintenance plan and/or full-service contract covering scheduled maintenance, unplanned breakdown response, and spare parts at contract pricing. Service contract quoted at handover — not as an afterthought 12 months later.
PM scheduleResponse SLAParts included
Yr 5–10Overhaul cycle
Major overhaul — component rebuild CPQ
Major component overhauls scoped from the machine's service and parts history. Rebuild vs replace cost comparison at the quote stage. Overhaul scope defined at component level — spindle, hydraulics, electrical, etc.
History-based scopeRebuild vs replaceComponent CPQ
Yr 10+Lifecycle close
Asset decommission or replacement CPQ
Full asset lifecycle cost summary — all parts, labour, contracts, and overhauls — used to build the new equipment replacement case. Trade-in or buyback value applied to the next equipment quote. The cycle restarts.
Full lifecycle costReplacement CPQTrade-in value
Machinery coverage

Complex plant machinery and industrial equipment. Any configuration model.

ServiceCPQ covers the CPQ and aftersales commercial lifecycle for any capital industrial machinery with a technical configuration — not adapted from a simpler product type.

CNC Machine Tools
Machining centres, CNC lathes, turning centres, grinding machines. Option sets: spindle speed, travel, tooling, control system, automation. ATEX and clean-room variants via MTO.
CTOMTOETO
Industrial Compressors
Rotary screw, centrifugal, reciprocating, scroll. Power, pressure, drive type, enclosure, dryer, aftercooler options. Skid-mounted systems and bespoke package design via MTO/ETO.
CTOMTO
Welding Equipment & Systems
MIG, TIG, plasma, laser, and resistance welding machines. Standalone and integrated automation cells. Filler wire, torch, and PPE bundled at quote. Robotic integration and special cells via ETO.
CTOMTOETO
Lathes & Turning Machines
Conventional, CNC, and Swiss-type lathes. Bed length, swing, chuck size, tailstock, steady rest options. Gear cutting and multi-axis turning centres. Training and tooling packages bundled.
CTOMTO
Pumps, Valves & Fluid Systems
Centrifugal, positive displacement, submersible, dosing pumps. Material selection, seal type, connection standard, motor specification. Skid and system assembly via MTO/ETO.
CTOMTO
Material Handling & Conveyors
Belt, screw, vibrating and pneumatic conveyor systems. Capacity, length, material, drive, and structure options. Integrated plant layouts and systems design via ETO.
MTOETO
Industrial Heating & Cooling
Industrial chillers, heat exchangers, furnaces, ovens, and drying systems. Process parameter-driven configuration. HVAC-R equipment and integrated climate systems.
CTOMTO
Automation & Process Plant
Industrial robots, automation cells, process vessels, pressure systems, and ASME/PED certified equipment. CPQ for the commercial and BOQ layer — design integration with PLC/SCADA and PLM.
ETOMTO
Competitive positioning

ServiceCPQ vs Generic CPQ and home grown platforms for industrial machinery

Generic CPQ platforms handle Configure To Order reasonably well. They don't handle Make To Order engineering workflows, Engineer To Order BOQ management, long-tail spare parts, or a 15-year service lifecycle — and none of them include B2B self-service commerce.

CapabilitySAP CPQ / Generic CPQServiceCPQ
CTO + MTO ECO workflow + ETO BOQ management~ CTO only out of box — MTO and ETO require extensive custom build All three modes native — auto-routes to correct workflow per configuration
NLP intent-driven configuration (UMAP matching) Structured menu selection only — no natural language input Describe the requirement in natural language — matched to configuration automatically
Spare parts CPQ with AI matching Price list lookup only — no NLP, no supersession chain traversal NLP UMAP matching — supersessions, substitutions, cross-refs in real time
Service contract at point of equipment sale~ Separate CS process — not bundled at quote stage PM contract, full service, and extended warranty quoted inline with equipment
Component-level warranty tracking Machine-level warranty only — no component BOM tracking Component-level coverage per BOM line — automated claims and vendor recovery
B2B distributor and customer self-service portal Not included — separate ecommerce platform required Native B2B commerce — account pricing, machine-linked parts, contract portal
Full asset lifecycle from sale to decommission CPQ stops at the quote — lifecycle in separate SAP PM/CS modules Single commercial lifecycle object from equipment sale to final overhaul
Deployment timeline 12–24 months for full CPQ implementation 90-day paid pilot — production in 6–9 months
Implementation experience

17 years implementing CPQ for the world's most complex industrial equipment manufacturers.

ServiceCPQ's founders implemented SAP Customer Service, CRM & CPQ at world's leading industrial manufacturers — across compressors, mining equipment, medical devices, and industrial machinery. We know where generic platforms fail in complex manufacturing because we built workarounds for those failures for 17 years before building ServiceCPQ to fix them.

17 yr
SAP CPQ experience across complex industrial OEMs
4 min
CTO quote from blank screen to customer-ready document
40%
Reduction in spare parts mis-quotes via AI NLP matching
90 days
Paid pilot scoped to your product range and channels
Start with a pilot

The complete commercial platform for industrial machinery.

We configure a 90-day paid pilot against your actual product range, configuration modes, and service channels — covering both the equipment sale and the full aftersales lifecycle.

Or email: ashok@servicecpq.com · Scoped to your OEM within 2 weeks