ServiceCPQ
Industries·Industrial Equipment

Configure. Quote. Then service for life.

Industrial equipment OEMs lose revenue at both ends — engineer-to-order and make-to-order quotes take weeks when they should take days, and aftermarket revenue leaks through manual parts quoting, disconnected service contracts, and warranty processes nobody owns. ServiceCPQ covers the complete commercial lifecycle, including B2B self-service commerce for distributors and end-customers.

3
CTO, MTO & ETO on one engine
1
Knowledge graph, sale to last service event
15–20 yr
Typical machinery lifecycle covered end to end
B2B
Self-service commerce built in, not bolted on
Where industrial equipment OEMs lose money

The commercial gaps generic platforms don't cover.

Industrial equipment is a hard CPQ problem — every product is technically complex, configurations span CTO through ETO, and the aftermarket lifecycle runs 10–20 years. Generic CPQ covers the quote but not the lifecycle. ERP covers the service but not the commercial layer.

01

ETO and MTO quoting cycles take weeks

Custom CNC machining centres and bespoke compressor skids need engineering validation before a commercial quote can be issued. Generic CPQ routes non-standard configurations to engineering and back manually, by email and spreadsheet.

02

Spare parts quoting is entirely manual

Industrial equipment carries a 10–20 year parts tail after installation. Parts are quoted off PDFs and spreadsheets — wrong part numbers, missed supersessions and substitution errors are the norm, not the exception.

03

Service contracts aren't sold at machine handover

The highest-probability moment to sell a service contract is at equipment handover. Most OEMs don't have the tooling to build and quote one in the same session — so the window closes and the customer self-maintains.

04

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 needs inside sales or customer service.

05

Warranty leaks through disconnected processes

Claims live in a separate system. Vendor recovery is a spreadsheet. Component-level coverage tracking doesn't exist. Machines run past warranty unnoticed, and out-of-warranty repairs get absorbed into contract margin.

06

CPQ stops at the quote — lifecycle is someone else's problem

Generic CPQ generates a quote. ERP handles service orders. Asset management handles the asset. Three systems, three data models, no shared commercial object — years of manual bridging across a 15–20 year lifecycle.

Phase 01 — the sale

Equipment CPQ across CTO, MTO and ETO.

Configure to Order

Standard product range with selectable options. Constraint rules prevent invalid combinations, priced automatically.

Make to Order + ECO Workflow

Non-standard specifications routed to engineering automatically. Conditional quote issued while the ECO is in review — no email chains.

Engineer to Order Commercial Layer

Fully bespoke machinery scoped from customer requirements. CPQ owns the commercial and BOQ layer; PLM or CAD owns design.

NLP Intent Matching

Describe the requirement in plain language — “75kW rotary screw, outdoor, food-grade stainless.” The graph maps it to the closest valid configuration.

Phase 02 — after the sale

Aftersales and lifecycle, on the same commercial object.

Spare Parts CPQ

AI-matched spare parts across the full catalogue. Supersessions and substitutions surfaced automatically — distributors and end-customers can self-serve.

Service Contract Quoting

Full-service, time-and-material, and performance-based contracts quoted and bundled at machine handover, not weeks later.

Warranty Management

Component-level warranty coverage tracked from the asset record. Claims processed against the actual machine, not a spreadsheet.

Repair & Overhaul CPQ

Major component overhauls scoped from service history. Rebuild-vs-replace cost comparison surfaced before the repair decision is made.

Phase 03 — self-service

A B2B commerce layer for distributors and end-customers.

Distributor Self-Service Portal

Authorised distributors configure, quote and order parts, accessories and service independently — with contract pricing applied automatically.

End-Customer B2B Commerce

Registered end-customers order parts and consumables online at their contracted pricing, with real-time availability.

Contract & Account Portal

Customers see active service contracts, warranty status and asset history — and can order consumables from the same authenticated view.

Configuration modes explained

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

Most industrial equipment OEMs operate across all three modes simultaneously. ServiceCPQ handles each on one platform and routes every quote automatically.

Configure to Order

Your standard product range with selectable options. Sales quotes standard configurations without engineering sign-off — BOM and price generated automatically. Example: rotary screw compressor range, integrated dryer, heat recovery.

Make to Order

Customer-specified variants outside your standard range. Non-standard dimensions, materials or compliance requirements route to engineering review before the quote locks. Example: ATEX-rated variants, custom bed extension or tooling on standard machinery.

Engineer to Order

Fully engineered from customer requirements — no standard base to configure from. CPQ handles the commercial and BOQ layer with a handoff to your PLM or CAD environment. Example: special-purpose transfer lines, integrated welding and automation cells.

B2B self-service commerce

Your distributors and customers shouldn’t need to call you for a spare part.

Industrial equipment OEMs carry 10–20 year parts tails. The volume of routine 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 contract pricing, real-time parts availability, and their machine’s service history in one place.

servicecpq — b2b customer portal
Search parts for SN: RSC-75-2019-00847…
Matching your machine · RSC-75 rotary screw compressor · 75kW
In stock
Air filter element
Part AF-4421
$184
In stock
2000hr service kit
Part SK-2000
$620
Order total$804
Place order →
Our founders spent 17 years implementing SAP CPQ and service solutions for industrial equipment manufacturers before founding ServiceCPQ — including engagements with Caterpillar, Philips and Atlas Copco.
Competitive positioning

ServiceCPQ vs SAP CPQ and generic platforms for industrial equipment.

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 B2B self-service commerce natively.

CapabilitySAP CPQ / Generic CPQServiceCPQ
CTO + MTO + ETO on one platform
CTO only out of the box — MTO and ETO require custom development
All three modes native — auto-routed to the correct workflow per configuration
NLP intent-driven configuration
Structured menu selection only — no natural-language input
Describe the requirement in plain language, matched to configuration automatically
Spare parts CPQ with AI matching
Price list lookup only — no supersession traversal
AI matching surfaces supersessions, substitutions and cross-references in real time
Service contract at point of sale
Separate CS process — not available at CPQ quote stage
Contract built and quoted inline with the equipment, at handover
Component-level warranty tracking
Machine-level warranty only — no component BOM tracking
Component-level coverage per BOM line, with automated claims and vendor recovery
B2B distributor and customer self-service
Not included — separate ecommerce platform required
Native B2B commerce — account pricing, machine-linked parts, contract portal
Full asset lifecycle from sale to overhaul
CPQ stops at the quote — lifecycle lives in separate systems
Single commercial-lifecycle object from equipment sale to final overhaul

Reached the final two vendors — despite entering the process late — with a US maker of precision silencer & nuclear-reactor components.

Machinery coverage

Complex plant machinery and industrial equipment. Any configuration model.

CNC Machine ToolsIndustrial CompressorsWelding Equipment & SystemsLathes & Turning MachinesPumps, Valves & Fluid SystemsMaterial Handling & ConveyorsIndustrial Heating & CoolingAutomation & Process PlantPackaging MachineryInjection Moulding EquipmentIndustrial RoboticsTest & Measurement Systems
FAQ

Frequently asked questions

What is CPQ for industrial equipment manufacturers?

CPQ for industrial equipment is configure, price, quote software built for machinery OEMs whose products span configure-to-order, make-to-order and engineer-to-order in one catalog. It also covers the aftermarket lifecycle — spare parts, service contracts, warranty and B2B self-service — on the same commercial object as the original sale.

Can one platform really handle CTO, MTO and ETO together?

Yes. Most industrial equipment OEMs sell across all three modes simultaneously. ServiceCPQ routes each configuration automatically: standard ranges quote instantly, non-standard specifications route to engineering review, and fully bespoke builds get a commercial and BOQ layer with a handoff to PLM or CAD.

Does this replace our ERP for service and parts?

No — it sits on top of your ERP and PLM, giving sales, service and distributors a single commercial layer for configuration, pricing and quoting, while orders and fulfilment continue to flow through ERP as they do today.

How is this different from SAP CPQ or a generic CPQ tool?

Generic CPQ platforms handle configure-to-order reasonably well but treat make-to-order and engineer-to-order as edge cases requiring custom development, and none of them extend natively into spare parts, service contracts or B2B self-service commerce. ServiceCPQ models all three configuration modes and the full aftermarket lifecycle on one knowledge graph.

Can our distributors and end-customers really self-serve spare parts?

Yes. Registered distributors and end-customers get a branded, account-specific portal with contract pricing, machine-linked parts catalogues (filtered to what they actually own), and real-time availability — without calling inside sales for routine orders.

Related solutions

Configure it once. Service it for twenty years.

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