Quote medical devices and surgical kits with compliance built in.
Medical device sales teams lose deals to slow quoting, wrong kit configurations, and compliance documentation that isn't ready when the customer asks. ServiceCPQ handles configure-price-quote for medical devices, surgical kits, and hospital equipment — with CE, FDA, and MDR compliance flags embedded in the configuration logic.
Medical device CPQ is different. Generic platforms don't handle it.
Standard CPQ platforms were built for industrial products or software subscriptions. Medical devices have regulatory compliance embedded in the configuration, kit and tray assembly logic, multi-tier hospital channel pricing, and clinical evidence requirements at the quote stage. None of that is handled out of the box by generic quoting tools.
Compliance not embedded in configuration
Sales reps configure a kit only to discover the regulatory issue at submission. CE marks, FDA clearance and MDR classification need to be in the configuration rules — not a manual checklist at the end.
Surgical kit and tray CPQ is unstructured
Kit configuration is manual spreadsheet work. Components change per procedure type, sterility level and hospital preference. No CPQ platform handles kit assembly logic with regulatory tags per line item.
Hospital, GPO and distributor pricing is fragmented
Hospital systems have GPO contracts. Distributors have their own tiers. Direct channel has a different price book. Managing these in one quote without a multi-portal architecture creates pricing errors and compliance risk.
Service contract quoting is disconnected from device
Capital medical equipment (imaging, diagnostics, surgical robotics) requires service contracts, warranty packages and preventive maintenance programmes. Quoted separately from the device, this loses bundling revenue and margin.
Every medical device quoting scenario. One platform.
Medical device and healthcare CPQ spans capital equipment, consumables, surgical kits, and service contracts. ServiceCPQ handles all four from a unified product and compliance object.
Configure imaging systems, diagnostic equipment, surgical robots and hospital infrastructure. CTO and MTO modes, compliance flags, and service contract bundling at the quote stage.
Procedure-based kit configuration. Select components by procedure, sterility level and hospital preference. Compliance tags per line item. UDI traceability across the full kit BOM.
Ongoing consumables, reagents, disposables and procedure packs. Multi-tier pricing across hospital systems, GPO contracts and distributor channels. Repeat order configuration and contract pricing.
Configure a surgical kit by procedure. Compliance checked line by line.
The surgical kit configurator selects components by procedure type, patient profile, and sterility requirement — with CE/FDA compliance status and UDI reference on every line item. Hospital-specific preference lists are applied automatically.
Select the procedure type and patient profile — the configurator populates the kit from procedure-specific component lists, not a blank pick list.
Each BOM line carries CE mark, FDA clearance and MDR classification. Non-compliant combinations are blocked before the quote is generated.
Apply a hospital's preferred instrument brands and specifications as a filter layer over the base configuration. One kit template, many hospital-specific variants.
Unique Device Identifiers and instructions-for-use documents are automatically attached to the quote output. No manual compliance document assembly.
Built for medical device sales. Not adapted from it.
Every capability in ServiceCPQ for medical devices was designed around the regulatory, channel, and configuration complexity that generic CPQ platforms paper over.
CE, FDA, MDR and ISO compliance status embedded in configuration rules. Non-compliant combinations blocked. Compliance pack auto-generated with every quote.
Procedure-driven kit configuration with component-level compliance flags, UDI tracking, sterility classification and hospital preference list overlay.
Separate quoting portals for hospital procurement, GPO members, distributors and direct clients. Different price books, access controls and compliance requirements per portal.
Vizient, Premier, Healthtrust and custom GPO contract pricing applied automatically based on the buying entity. Contract eligibility verified at quote time.
NLP-driven device and component matching. Cross-reference across catalogues, equivalent product numbers and superseded product numbers.
Instructions for use, declaration of conformity, and clinical evidence documents auto-attached to the quote based on the configured device and market destination.
Equipment quote chains into service contract, preventive maintenance, and warranty at handover. Full asset lifecycle object from first sale to end of service.
Different compliance requirements per market destination — EU MDR, US FDA. Multi-currency price books with market-specific regulatory configuration rules.
Four portals. One platform.
Medical device distribution is multi-tier — direct sales, national distributors, regional dealers, and hospital procurement all need different quoting experiences. ServiceCPQ’s multi-portal architecture serves all four from one product and compliance master.
Hospital systems and integrated delivery networks quote against their specific contract pricing, with compliance documentation and clinical evidence attached automatically.
National and regional distributors configure, price and quote independently. Tiered distributor pricing, territory and access controls, sub-distributor management.
Field reps quote at the bedside or in theatre using mobile-optimised configurations. Approval workflow for non-standard pricing. Quote history and follow-up tracking.
Direct-to-hospital and online ordering with self-service configuration, real-time compliance status, and order submission without a sales rep in the loop.
Compliance isn’t a checklist. It’s embedded in the configuration.
Every device in your catalogue carries its regulatory attributes — CE class, FDA clearance number, MDR risk classification, UDI. The CPQ configuration logic uses these attributes to prevent non-compliant quotes from ever being generated.
Market-destination rules enforce the right compliance framework automatically. Quoting a device for the EU market triggers MDR rules; quoting for the US triggers FDA classification checks. Your sales team doesn’t need to know the difference.
MDR 2017/745 and IVDR 2017/746 compliance embedded in device classification. Risk class I-III configuration rules. DoC auto-generated per market destination.
Class I, II, III classification attributes on every device. 510(k) clearance numbers attached to quote lines. PMA requirements flagged for Class III configurations.
ISO 13485 QMS certification status tracked per manufacturer. Certificate validity and scope displayed at quote stage and attached to compliance pack.
UDI-DI and UDI-PI attributes on every line item in the BOM. Traceability across kit assembly, distribution and patient use.
ServiceCPQ vs generic CPQ for medical devices
Generic CPQ platforms require extensive custom configuration to handle medical device compliance, kit assembly, and multi-portal channel requirements. ServiceCPQ handles these natively.
| Capability | Salesforce CPQ / SAP CPQ / Generic | ServiceCPQ |
|---|---|---|
| CE/FDA/MDR compliance in configuration logic | Requires custom fields and manual validation rules | Native compliance attributes embedded in product and config objects |
| Surgical kit and tray CPQ | No procedure-based kit assembly logic out of the box | Procedure-based kit configurator with compliance per line item |
| Multi-portal architecture | Possible with multiple licence tiers and custom portal build | Native 4-portal architecture, different pricing and compliance rules per portal |
| GPO contract pricing auto-applied | Requires CRM integration and custom pricing waterfall build | GPO contract eligibility checked and pricing applied at configuration |
| IFU and compliance doc auto-attach | Manual document management, not tied to product configuration | Documents auto-attached based on device, market and regulatory class |
| UDI traceability across kit BOM | No native UDI object or kit-level traceability | UDI-DI and UDI-PI on every BOM line, kit and assembly level |
| Service contract from device quote | Requires separate service cloud or field service integration | Service contract, PM programme and warranty bundled at quote stage |
| Deployment timeline | 12–24 months with medical device customisation | Pilot scoped to your device family and channel |
Every category of medical device and healthcare equipment.
In final commercial evaluation for conversational field service with a leading medical equipment manufacturer, and invited to submit a formal RFP by a US surgical-equipment manufacturer after an initial evaluation.