CTO & MTO CPQ Software

Configure or engineer. Quote in minutes either way.

ServiceCPQ handles the full commercial cycle for configure-to-order and make-to-order manufacturing — rules-based product configuration, AI-priced BOMs, and dealer-ready quotes. No spreadsheets. No back-and-forth with engineering on standard variants.

Request a Demo See the workflow

4 minCTO quote from scratch

CTO/MTO/ETOAll modes, one platform

AI-firstNLP intent matching

17 yrSAP CPQ in manufacturing

Configuration modes — which fits your product?

CTO Most common

Configure to Order

Standard product range, selectable options. Constraint rules prevent invalid combinations. BOM generated automatically from selections.

Compressor · 75kW · VSD Drive
IP66 enclosure + heat exchanger
→ BOM locked, quote in 4 min

⏱ Quote cycle: 4–15 min

MTO Engineering review

Make to Order

Customer-specified variants on a base platform. Non-standard combinations flagged for engineering sign-off before BOM and quote are locked.

Pump · Non-std flange config
Custom shaft length, ATEX zone
→ ECO review + quote in 2 days

⏱ Quote cycle: 1–5 days

ETO Full engineering scope

Engineer to Order

Fully engineered from customer requirements. CPQ manages the commercial and BOQ layer. PLM or CAD integration handles the design output.

Custom conveyor system, 800tph
Site-specific layout, 3 transfer pts
→ Scoped quote + BOQ

⏱ Quote cycle: 1–4 weeks

When to use each mode

Your product, your configuration model.

Most manufacturers operate across more than one mode. ServiceCPQ handles all three in a single platform — and routes each quote to the right workflow automatically based on what was configured.

CTO

Configure to Order

You have a defined product range with selectable options. Rules determine valid combinations. Every configuration produces a locked, priceable BOM without engineering involvement.

Use CTO when

Product is built from a fixed option set
Configuration rules can be fully defined upfront
Sales team quotes without engineering
Dealer or distributor self-service quoting required
Quote-to-order cycle needs to be under 24 hours

Compressors · Pumps · HVAC units
Industrial drives · Control panels
Mining LHDs · Specialty vehicles

MTO

Make to Order

Customer specifies a variant outside your standard range. You start from a base platform but engineering must validate the combination before commitment. CPQ routes flagged items to review.

Use MTO when

Customers frequently request non-standard specs
Base platform exists but variants aren't predefined
Engineering change order (ECO) workflow needed
Quote must be conditional on engineering sign-off
Complex international or sector compliance (ATEX, ASME)

Custom drill rigs · Pump skids
Medical device variants
Specialty vehicle bodywork

ETO

Engineer to Order

Each project is designed from scratch against customer requirements. CPQ owns the commercial layer — scope, BOQ, pricing, quote document. Design lives in your PLM or CAD environment.

Use ETO when

Every project is unique — no standard base to configure
Customer provides functional requirements, not product specs
Bill of quantities (BOQ) is the primary commercial output
PLM or CAD integration needed for design handoff
Long project cycles with multiple revision rounds

Crushing plant systems
Custom conveyor networks
Made-to-measure building products

What ServiceCPQ delivers

Rules, BOM, price, quote. Automated end to end.

A CPQ platform earns the name only if it handles all four steps without manual intervention. ServiceCPQ does — for both CTO and MTO, with NLP-assisted intent matching for complex option sets.

Constraint-based configurator

Define valid combinations, dependent options, and exclusion rules. Sales reps can't build an invalid BOM. Guided selling for complex option trees.

NLP intent matching

Describe the requirement in natural language — "75kW compressor, outdoor, food-grade" — and the configurator maps it to the right starting configuration using UMAP matching.

Automatic BOM generation

Configuration selections resolve to a locked bill of materials — part numbers, quantities, lead times. No manual BOM assembly. MTO variants flag non-standard lines for ECO review.

Branded quote document

From BOM to commercial quote in one click. Parts, options, lead times, validity period, and pricing — formatted for your customer and dealer network.

servicecpq — CTO configurator

Product family

Rotary Screw Compressor Centrifugal Pump Industrial Chiller

Power rating

22 kW 45 kW 75 kW 132 kW

Drive type

Fixed speed VSD (variable speed) IE4 premium efficiency

Options

IP65 enclosure Integrated dryer Heat recovery kit Remote monitoring ATEX rated

Auto-generated BOM ● 6 lines · valid

CMP-RSC-75KWRotary screw compressor body, 75kW×1

DRV-FXD-75Fixed speed drive assembly×1

ENC-IP65-LIP65 enclosure, large frame×1

DRY-REF-75Integrated refrigerant dryer, 75kW×1

SVC-KIT-12M12-month service kit, std×1

Indicative price

$48,250

Ex-works · CTO standard · 8–10 wks

Mode

CTO

No eng. review needed

Platform capabilities

Every step from spec to signed order.

ServiceCPQ covers the full CTO and MTO commercial cycle — not just the configurator. Rules, pricing, approval routing, quote generation, and order handoff in one platform.

Rules-based configurator

Define compatibility rules, option dependencies, and exclusion logic. Guided selling mode for distributor reps. Invalid configurations blocked before BOM generation.

NLP intent matching

UMAP-powered natural language configuration. Describe the product requirement conversationally — the system maps it to the closest valid configuration in your catalogue.

Automatic BOM generation

Every configuration resolves to a locked BOM — part numbers, quantities, substitutions. MTO non-standard lines auto-flagged for engineering review via ECO workflow.

AI pricing engine

Dynamic pricing from your price books with margin floor rules, dealer discount tiers, and volume adjustments. Site and operating parameter multipliers for complex product types.

MTO engineering workflow

Non-standard configurations route to engineering sign-off before commercial commitment. ECO tracking, approval status visible in the quote. Conditional quote issued while under review.

Quote document generation

Branded, commercial-grade quote from BOM in one click. Options, lead times, validity, and pricing in the format your customers and dealer network expect. No manual formatting.

Dealer & distributor portal

Dealers configure and quote independently — without calling your inside sales team. Tiered pricing, access controls by dealer level and region. Quote-to-order submission in the portal.

Aftermarket CPQ handoff

Equipment quote converts to asset registration at order stage. Aftermarket parts, service contracts, and warranty coverage flow from the same BOM object — no re-keying.

CAD & drawing integration

Finalised BOM triggers CAD drawing generation for MTO and ETO configurations. Connects to Autodesk, SolidWorks, and standard PLM platforms via API or webhook.

Industry coverage

Built for complex manufacturing. Any sector.

ServiceCPQ is not industry-specific — it's manufacturing-model specific. If your business sells configurable or engineered-to-spec products through a sales team or dealer network, it applies.

Industrial Machinery

Compressors & blowers
Pumps & fluid systems
Industrial chillers & HVAC
Material handling systems

CTOMTO

Mining & Heavy Equipment

LHDs, drill rigs, haul trucks
Rock breakers & crushers
Underground machinery
Construction equipment

CTOMTOETO

Specialty Vehicles

Work trucks & body builds
Emergency & rescue vehicles
Defence and utility vehicles
Marine & offshore equipment

CTOMTO

Medical Devices & Healthcare

Medical device manufacturers
Surgical instrument suppliers
Diagnostic & imaging equipment
Hospital & clinical equipment

CTOMTO

Electrical & High-Tech

Switchgear & control panels
Power generation equipment
Automation & drives
Smart electronics devices

CTOMTO

Process & Systems

Crushing & process plant
Made-to-measure building products
Foodservice equipment
Custom conveyor systems

MTOETO

Distribution & Wholesale

Industrial distributors
Equipment dealer networks
B2B ecommerce quoting
Multi-tier pricing portals

CTODealer

Agricultural & Farm Equipment

Tractors & implements
Harvesting equipment
Irrigation & pumping systems
Farm equipment dealers

CTOMTO

Side-by-side workflow

CTO and MTO — same platform, different paths.

CTO

Configure to Order

No engineering review — fully automated

Requirement captured

Sales rep or dealer describes need. NLP intent matching suggests starting configuration.

NLP / self-service

Guided configuration

Constraint rules enforce valid combinations. No invalid BOM possible. All options selected without engineering input.

Rules engine

BOM generated & locked

Configuration resolves to a priced, validated BOM. No manual BOM assembly. Part numbers and quantities confirmed.

Auto BOM

Quote generated

Branded commercial quote in one click. Options, lead time, validity period, and margin-checked price.

1-click quote

Quote accepted → order

BOM locked on acceptance. Order triggered in ERP. Asset registered for aftermarket if applicable.

Order + ERP handoff

MTO

Make to Order

Engineering review required for non-standard specs

Customer spec received

Non-standard requirements entered. System identifies which items fall outside the standard CTO rules.

Spec capture

Standard items configured

In-range options resolved via CTO rules. Non-standard lines flagged — BOM partially locked, remainder pending review.

Partial BOM

ECO workflow triggered

Engineering change order created for non-standard items. Engineering reviews feasibility, lead time, and cost impact.

Engineering review

Conditional quote issued

Commercial quote sent while engineering review is in progress. Conditional pricing shown. Customer can accept subject to confirmation.

Conditional quote

BOM confirmed → order

Engineering approves. BOM finalised and locked. Quote updated if pricing changed. Order triggered with full BOM confirmation.

BOM lock + order

Competitive positioning

ServiceCPQ vs Other CPQ for CTO / MTO manufacturing

Purpose-built for complex manufacturing CPQ. Not adapted from a CRM add-on or a generic quoting tool.

Capability	On-premise CPQ / Generic CPQ	ServiceCPQ
CTO + MTO + ETO in one platform	~ Typically CTO-only out of box; MTO requires custom build	✓ All three modes native, auto-routing based on config
NLP intent-driven configuration	✗ Structured menu selection only	✓ UMAP + Euclidean distance NLP — describe and match
Automatic BOM generation	~ BOM output requires SAP ERP integration and mapping	✓ Native BOM generation from configuration, no ERP dependency
MTO engineering review (ECO) workflow	✗ Not available — routes to manual email/phone process	✓ Built-in ECO routing, conditional quote, BOM lock on approval
Dealer / distributor self-service portal	~ Requires portal licence + integration project	✓ Native dealer portal, tiered access, quote-to-order submission
Aftermarket CPQ from same BOM	✗ Separate modules for processes — no unified object	✓ Equipment BOM feeds aftermarket parts, warranty, service contracts
Deployment timeline	✗ 12–24 months for full CPQ implementation	✓ 90-day paid pilot, production in 6–9 months

Start with a pilot

From spec to quote in minutes, not days.

We configure a working demo against your actual product family — your options, your rules, your pricing. 45 minutes. You see exactly what your sales team and dealers would use.

Or email: ashok@servicecpq.com · 90-day paid pilot available · Scoped within 2 weeks

ServiceCPQ suite

Aftermarket

Aftermarket CPQ & Service Lifecycle

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Mining

Mining CPQ — Configure, Price & Quote

→

Contracts

MARC Contract & Lifecycle Management

→