Heavy Equipment CPQ — Conversational Configuration for Dealers & OEMs | ServiceCPQ
Conversational CPQ for Heavy Equipment

Stop filling in forms. Just describe the job.

Two paths to every perfect quote — browse pre-built variants or describe your need in plain language and let AI match, validate, and price the configuration.

Built by 15-year Caterpillar implementation veterans for excavation OEMs, mining equipment dealers, and multi-brand distributor networks. 100s of attachments. Instant compatibility checks. Recommended pricing without the spreadsheet.

15-Year CAT Implementation Experts Tier-1 OEM Trusted Quote in 15 Minutes
Config validated in 8 sec
ServiceCPQ — Intent Configurator
I need a 20-ton excavator for hard rock quarrying in Queensland. Must support a hydraulic hammer and have extreme dust filtration.
SR
🤖
Analysing your requirements…
✓ Machine class: 20-ton crawler excavator
✓ Application: Hard rock quarrying
✓ Region: Queensland (AS 1418 compliance)
✓ Requirement: Hydraulic hammer mount + extreme dust pkg
🤖
3 matching configurations found
⭐ Best Match
PC200-11 + NPK GH-15 Hammer
A$485,000
Hydraulic ✓ Dust Pkg ✓ Margin 24%
HX210A-L + Montabert SC 55
A$461,000
Compatible ✓ Margin 21%
🤖
Ready to generate quote for PC200-11? I've pre-checked all 47 compatibility rules, hydraulic flow rates, and Queensland compliance. Zero errors.
Ask about attachments, pricing, delivery…
47 rules checked
15+Years OEM Experience
15 minAvg Quote Time
100sAttachments Catalogued
<2%Config Error Rate
Trusted Worldwide
🇺🇸 🇦🇺 🇬🇧 🇳🇱 🇨🇦 🇩🇪
Two Ways to Quote

Pick a pre-built variant.
Or just describe what you need.

Unlike traditional CPQ where you feed every field one by one, ServiceCPQ gives you two paths — both arrive at a complete, validated, priced quote in minutes.

1

Browse Pre-built Variants

Curated equipment packages your team configures once. Dealers browse, select, and quote without touching a spec sheet.

🚜
PC200-11 Standard
20t · 3-bucket pkg
A$385,000
⛏️
PC200-11 Quarry
20t · Hammer ready
A$485,000
🏗️
ZX200-7 Urban
20t · Low noise
A$412,000
🌏
HX210A Mining
21t · ROPS/FOPS
A$461,000
Selected: PC200-11 Standard
✓ Quote ready — 0 compatibility errors
A$385,000
OR
2

Describe & Let AI Match

Type the job in plain English. ServiceCPQ's intent engine matches machine, attachments, pricing — and validates every compatibility rule automatically.

"20-ton excavator for hard rock quarrying in Queensland, needs hydraulic hammer, extreme dust filtration…"
🔍 Intent parsed → Hard rock · 20t class · Hammer mount
⚙️ Checking 47 compatibility rules + hydraulic flow rates
💲 Recommended pricing applied — 24% margin maintained
⭐ Top Match
PC200-11 + NPK GH-15 Hydraulic Hammer
A$485,000 · Ready to quote
Compatibility ✓ Dust Pkg ✓ AS 1418 ✓ Margin ✓
Natural Language Intent Engine

Your reps shouldn't need to know every spec. The AI does.

A sales rep at a dealer shouldn't have to memorise hydraulic flow rates to quote an excavator with a shear attachment. They should be able to say "pipeline demolition in cold climate" and trust the system to build the right configuration.

  • Describe application, environment, and requirements in plain language — AI translates to machine + attachment configuration
  • Intent engine trained on heavy equipment domain knowledge — understands quarrying, pipeline, marine, underground mining contexts
  • Suggests the right machine class, variant, and attachment combination from your entire catalogue
  • Instantly checks all compatibility rules before the quote is ever built
See a live intent demo
Intent Analysis — Real-time parsing
"Pipeline rehabilitation in coastal Western Australia. Rocky terrain, 18-ton class, client wants tilt-rotate bucket capability and extra counterweight."
Application: Pipeline rehabilitation → rocky terrain + coastal
Machine class: 18-ton crawler → ZX180LC-7 or PC180NLC-11
Attachment: Steelwrist X18 tilt-rotate → hydraulic flow 180 L/min ✓
Extra counterweight: +2.5t option available for this model
Region: WA compliance specs auto-applied
Top Recommendation
PC180NLC-11 + Steelwrist X18
A$412,500 · Margin 22.5%
Compatibility & Constraint Engine

Zero compatibility errors. Guaranteed.

We built this because we lived the old way — the "$50,000 mistake delivered to a jobsite" because someone thought a bucket fit. ServiceCPQ's compatibility engine checks hydraulic flow, mounting systems, machine weight, and 100+ constraint rules before any quote leaves the building.

  • Checks hydraulic flow rate compatibility between machine and attachment automatically
  • Validates mounting systems, quick-hitch interfaces, and counterweight requirements
  • Only shows attachments that are physically and hydraulically compatible — invalid options never appear
  • Business rules engine enforces your own policies: regional specs, dealer-tier restrictions, margin floors
See the compatibility engine live
Compatibility Matrix — PC200-11
AttachmentHyd. FlowMountWeightStatus
NPK GH-15 Hammer140-180 LS701,450 kgCompatible
Steelwrist X20160-200 LS70285 kgCompatible
LaBounty MSD 4000260 L reqIncompatible
600mm GP BucketNo hydS70520 kgCompatible
Auger 600mm120-160 LS70390 kgCompatible
⚠️ Incompatible attachment removed: LaBounty MSD 4000 requires 260 L/min hydraulic flow. PC200-11 max output is 190 L/min. Suggested alternative: LaBounty MSD 3000 (190 L/min compatible).
AI Pricing Recommendation

Recommended pricing for every attachment combination.

Pricing 100+ attachment combinations manually across dealer tiers, territories, and volume brackets is impossible with a spreadsheet. ServiceCPQ's pricing engine maintains your margin floors, applies dealer rules, and recommends the optimal price for every unique configuration — automatically.

  • AI recommends pricing for base machine + each attachment individually — no manual lookup
  • Dealer tier rules, volume discounts, and territory pricing applied automatically
  • Real-time margin impact shown as you adjust — sales reps know exactly what they can offer
  • Margin floor enforcement prevents below-threshold quotes from being sent without approval
See live pricing recommendation
Pricing Waterfall — PC200-11 Quarry Config
Base Machine — PC200-11A$328,000
NPK GH-15 Hydraulic HammerA$48,500
Extreme Dust Filtration PackageA$9,200
Quick Coupler — S70 SeriesA$4,800
AS 1418 Compliance KitA$2,100
List PriceA$392,600
Dealer Tier 2 Discount (8%)−A$31,408
Volume Promo Q1 (2%)−A$7,852
Net Quoted Price
A$353,340
Margin: 24.3% ✓ Above floor
Team Collaboration & Approval

Dealers, distributors, and sales reps — all in one quote.

Heavy equipment deals rarely happen in a silo. A sales rep configures, a specialist reviews the attachment spec, a manager approves the discount, and the dealer sends to the customer. ServiceCPQ routes every step — with full context, real-time margin visibility, and a single version of truth.

  • Natural language input shared across rep, specialist, and manager — everyone works in context
  • Tiered approval flows: discount requests, spec exceptions, and margin floors auto-routed to the right person
  • Dealer portal: self-service quoting with OEM-controlled pricing and rules — no phone calls to get a price
  • Full audit trail — every change, approval, and comment logged against the quote
See the dealer portal
Quote Thread — QT-2024-04821
SR
Sam R · Sales Rep
Built PC200-11 Quarry config for Boral Queensland. Customer wants a 5% extra discount on the hammer package. Total would be A$346,200.
JS
James S · Attachment Specialist
NPK GH-15 spec checks out for this machine. Hydraulic flow 155 L/min within PC200 range. Recommend also quoting the GH-18 — 8% more hammer force, A$5,400 more. Worth showing.
MM
Mike M · Sales Manager
Margin at A$346,200 drops to 21.8% — just above the 20% floor. Approved for this customer given Boral's fleet history.
Approved — Quote ready to send A$346,200 · Margin 21.8% · Approved by Mike M
Full Platform Capabilities

Everything your team needs. Nothing they don't.

Purpose-built for the complexity of heavy equipment — not adapted from a generic product CPQ.

Natural Language Intent

Describe job, application, or environment in plain language. AI translates to machine + attachment + pricing configuration.

NLPIntent ParsingDomain Knowledge

Variant Automation

Build and maintain pre-configured equipment packages once. Dealers quote them in seconds — no spec knowledge required.

Pre-built ConfigsBulk ImportVersion Control

Compatibility Engine

Checks hydraulic flow, mounting systems, weight constraints, and 100+ rules automatically. Zero compatibility errors reach the customer.

Hydraulic ValidationMount CheckRule Engine

Price Recommendation

AI recommends optimal pricing for every configuration — machine + 100s of attachment combinations — with margin floors and dealer rules enforced.

AI PricingMargin FloorsDealer Tiers

Dealer & Distributor Collaboration

Self-service dealer portal, multi-tier approval workflows, territory pricing, and multi-OEM catalogue management in a single platform.

Dealer PortalApproval FlowsMulti-OEM

ERP & CRM Integration

Quote accepted → order synced to SAP, Oracle, or Salesforce in real time. No re-keying, no delays, no configuration lost in translation.

SAPSalesforceOracle
Customer Journey

Inquiry to delivery. 18 hours → 15 minutes.

1

Inquiry

Customer needs excavator + attachments

2

Configure

Intent matched or variant selected

3

Validate

100+ compatibility rules auto-checked

4

Price

AI recommends with margin visibility

5

Collaborate

Sales, specialist, manager in one thread

6

Approve

Manager approves discount in seconds

7

Quote

Professional quote sent to customer

8

Deliver

Synced to SAP/ERP, shipped to site

Traditional CPQ
18+ hrs
ServiceCPQ
15 min
Old Way vs ServiceCPQ

We built this because we lived the old way.

Traditional CPQ (What We Lived)

  • Sales rep looks up specs manually across 3 systems
  • "I think this bucket fits the PC200…" — maybe it does
  • Customer gets wrong attachment delivered to jobsite
  • 3-week delay to discover and fix the configuration error
  • $50K mistake damages relationship and eats margin
  • Quote takes 18 hours, customer calls competitors
  • Pricing guesswork — no real-time margin visibility

The ServiceCPQ Way

  • Describe the job — AI matches machine and attachment
  • Compatibility engine validates 100+ rules automatically
  • Only compatible options are ever shown to the rep
  • Zero configuration errors reach the customer
  • Quote built in 15 minutes, margin protected throughout
  • Customer receives professional quote before they call anyone else
  • Real-time margin dashboard — every discount decision informed
Our Story

Built from 15 years of battle scars.

2008–2022: THE CAT & DEALER YEARS

  • Watched sales teams struggle with 8-hour quote turnarounds
  • Saw dealers lose deals because competitors quoted faster
  • Experienced $50K compatibility mistakes delivered to job sites
  • Spreadsheets and generic CPQ couldn't handle attachment complexity
  • Knew there had to be a better way — so we built it

2022: STARTED SERVICECPQ

  • Built the CPQ we always needed — starting with compatibility and intent
  • Designed for dealer operations, not adapted from a product CPQ
  • Purpose-built for the 100-attachment complexity of heavy equipment

2025: TRUSTED GLOBALLY

  • OEMs and dealer networks in 6+ countries
  • Millions in equipment quoted monthly
  • <2% configuration error rate
  • 10× faster average quote turnaround

"Every feature in ServiceCPQ was built to solve a real problem I experienced at OEM dealerships. The compatibility engine, the intent matching, the attachment pricing — that's because I experienced the inefficiencies first-hand with ERP, CRM, and traditional CPQ. This isn't theoretical software. It's built from battle scars."

— Ashok Mohanty, CEO & Founder, ServiceCPQ
Frequently Asked

Heavy Equipment CPQ Questions

Conversational CPQ & Intent
How does the intent matching actually work — what can I type?
You can describe the job in plain English — application type, terrain, environment, load, region, or specific attachment requirements. The intent engine understands industry context: "pipeline rehabilitation in coastal conditions" will automatically surface the right machine class, tilt-rotate attachment recommendations, and regional compliance specs. No dropdown-by-dropdown form filling required.
Can I use both paths — intent matching and pre-built variants — together?
Yes. You can start from a pre-built variant and then use natural language to add or change attachments. Or start from intent matching and save the result as a new variant for your library. Both paths converge to the same validated, priced configuration output.
Compatibility & Configuration
What excavation equipment and attachments does ServiceCPQ configure?
All types — mini excavators through large crawlers, wheel loaders, loader backhoes, crawler dozers, and compact equipment. For attachments: buckets, hydraulic hammers, shears, pulverisers, tilt-rotators, augers, quick-coupler systems, and any custom attachment you can load into the catalogue. The compatibility engine validates every combination automatically.
How does compatibility checking handle hydraulic flow rates?
ServiceCPQ stores hydraulic flow requirements for every attachment and flow capacity for every machine model. When you add an attachment to a configuration, the engine instantly checks if the machine's auxiliary circuit can supply the required flow range. If it can't, the attachment is flagged as incompatible and a compatible alternative is suggested — before the quote is ever generated.
Dealer Networks & Pricing
How does ServiceCPQ handle pricing across a multi-tier dealer network?
Each dealer tier (Tier 1, 2, 3 or whatever your structure) has its own pricing rules, discount ceilings, and margin floors. The AI recommends pricing within those rules automatically. Discount requests that breach the floor are routed to the designated approver — manager, regional director, or whatever your workflow specifies. Dealers never see OEM cost; they see their permitted pricing range.
Can distributors quote multiple OEM brands from one platform?
Yes. ServiceCPQ manages multi-OEM catalogues — Caterpillar, Komatsu, Volvo CE, Hitachi, JCB, John Deere and others — with brand-specific pricing rules, compatibility matrices, and compliance specs all maintained separately. The distributor quotes from a unified interface; the underlying rules stay brand-isolated.
Mining Equipment
Does ServiceCPQ handle ultra-heavy mining equipment configurations?
Yes — from 1-ton mini excavators to 800-ton mining excavators and haul trucks. Mining-specific requirements including ROPS/FOPS specifications, explosion-proof configurations, underground vs surface variants, emission standard compliance, and mine-site specific regulations are all handled as part of the business rules engine.
Get Started Today

See ServiceCPQ configure your equipment — live, in 15 minutes.

Book a personalised demo with our equipment specialists. We'll configure an excavator or mining machine from your actual catalogue — with your attachments, your pricing rules, and your dealer structure.

15-Year Caterpillar Experience Tier-1 OEM Trusted Global Dealer Networks Quote in 15 Minutes