Surgical Equipment & Medical Supply CPQ - Enterprise-Scale Configuration Platform
Industries - Surgical Equipment & Medical Supply Manufacturing

Surgical Equipment & Medical Supply CPQ Built for Enterprise-Scale Complexity

The only CPQ platform designed to handle the most complex surgical supply manufacturing challenges: 21,300+ kit configurations, 8,000+ components, multi-channel distribution across hospitals, distributors, and internal sales teams.

Recently competed at the highest level: RFI finalist for EUR 800M+ European medical manufacturer
Proof of Capability

Enterprise-Tested Architecture

Architecture - Enterprise Medical Manufacturer

Recently proposed solution for:

EUR 1 Billion
Global medical supply leader
20,000+
Active surgical kit configurations
8,000+
Configurable components
12,032
Hospital customers
150+
Surgical kit orders/day
140+
Distributor partners globally

Architecture designed for three channels:

Customer Self-Service Distributor Portal OEM Manufacturing

What This Proves: We don't just claim expertise in complex surgical supply CPQ—we've competed against established enterprise vendors for one of the most demanding implementations in the medical manufacturing industry. The architecture we designed represents the cutting edge of multi-channel surgical kit configuration.

The Challenge

Why Surgical Supply Manufacturers Need Specialized CPQ

When you're managing 8,000+ configurable medical components, customizing surgical kits for 12,000+ hospital customers, coordinating distributor networks across 140+ countries, and processing 150+ kit orders daily, generic CPQ systems collapse under the complexity.

Massive Component Complexity

Managing 8,000-10,000 surgical and medical components including drapes, gowns, instruments, dressings, and procedure-specific items. Each component has variants (sizes, materials, sterilization methods), substitution rules, and compatibility requirements. Traditional spreadsheet-based systems create constant errors and update nightmares.

Multi-Channel Configuration Chaos

Your customers configure kits three different ways: clinics building custom procedure kits, distributors managing multiple hospital customers with territory pricing, and internal sales teams handling complex tenders. Each channel needs different workflows, but your data must stay synchronized. Generic CPQ forces you to choose one channel or maintain separate systems.

Template vs Custom Dilemma

Hospitals want to start from standard templates (hip replacement kit, cardiac surgery kit) but customize 20-40% of components based on surgeon preferences, infection control protocols, and cost constraints. You need both configure-to-order efficiency AND make-to-measure flexibility. Most CPQ systems force you to pick one approach.

ServiceCPQ handles all of this in one unified platform

Platform Features

Complete Multi-Channel CPQ for Surgical Supply Manufacturers

Customer Portal: Clinic & Hospital Self-Service

Give hospitals and surgical centers the power to configure their own procedure-specific kits while maintaining your manufacturing and compliance controls.

Template-Based Configuration

Start from manufacturer-defined templates for common procedures:

  • Orthopedic kits (hip replacement, knee surgery, trauma)
  • Cardiac surgery kits (CABG, valve replacement, pacemaker)
  • Neurosurgery kits (spinal, cranial procedures)
  • General surgery kits (laparoscopic, open procedures)
  • Obstetrics kits (C-section, delivery)

Guided Customization

Clinics modify templates by:

  • Swapping component variants (standard to antimicrobial drapes)
  • Adjusting quantities based on surgeon preferences
  • Adding procedure-specific instruments
  • Removing unused components to optimize cost

AI-Powered Recommendations

  • "Hospitals with similar profiles using this template also added [Component X]. Add for EUR 12?"

Framework Agreement Management

  • After configuration approval, clinics place call-off orders for months/years
  • No reconfiguration needed—just reorder with click

Visual Kit Preview

  • 2D tray layout shows component placement before order
  • Prevents missing items or wrong positioning

Real-Time Pricing

  • Instantly see impact of every change
  • "Switching to antimicrobial drapes adds EUR 15 per kit (EUR 180/month)"
Why This Matters

Reduces your sales team workload by 60-70%. Hospitals configure themselves, your team approves, manufacturing executes. Clinic gets exactly what they want without 47 back-and-forth emails.

Distributor Portal: Multi-Customer Territory Management

Empower distributors to configure and quote kits for their hospital customers while maintaining territory pricing, margin visibility, and manufacturer controls.

Multi-Customer Management

  • Distributors manage surgical kit configurations for 50-200 hospital customers from one login
  • Each customer has their own templates, pricing rules, and framework agreements

Territory-Specific Pricing

  • Automatic application of distributor margins, regional pricing, volume discounts
  • Distributor sees their margin on every configuration

White-Label Quoting

  • Generate professional proposals with distributor branding
  • Maintain manufacturer compliance and pricing guardrails

Tender Management

  • Handle large hospital system RFPs requiring 20-50 different kit configurations
  • Generate tender documentation automatically

Inventory Visibility

  • Real-time stock hub availability prevents quoting unavailable items
  • "Item XYZ available at Germany hub, 3-day delivery"

Order Consolidation

  • Combine multiple hospital orders into efficient shipping routes
  • "Berlin hospitals: combine 3 orders for same delivery?"
Why This Matters

Your distributors become efficient extensions of your sales force. They can handle complex configurations without constant manufacturer support, accelerating quotes from weeks to hours.

OEM (Manufacturer) Capabilities: Central Control & Production Integration

Maintain complete control over product catalog, pricing rules, compliance, and production workflows while enabling channel partner autonomy.

Master Template Library

Create and maintain standard kit templates (START, COMPACT, CUSTOM levels). Templates include:

  • Pre-configured component lists with default quantities
  • Substitution rules ("Can swap component A for B if material shortage")
  • Pricing logic (EUR 245 base + option-based additions)
  • Production instructions (tray layout, sterilization requirements)
  • Regulatory documentation auto-attached to quotes

Intelligent Configuration Rules

  • Core components (required, cannot remove)
  • Optional add-ons (selectable by customer)
  • Restricted items (require approval before adding)
  • Substitution logic (automatic alternatives if stock out)

Approval Workflows

  • Custom components not in catalog (triggers make-to-measure flow)
  • Configurations exceeding cost thresholds
  • First-time clinic orders (quality check)
  • Unusual component combinations (clinical safety check)

SAP/ERP Integration

  • Master data (components, prices, BOMs) from SAP to CPQ
  • Approved configurations from CPQ to SAP as sales orders
  • Stock availability from SAP visible in all portals
  • Order status updates back to customers/distributors
Why This Matters

You maintain control while enabling speed. Set the rules once, let the system enforce them across 12,000 customers and 140 distributors. No more manual quote checking.

AI-Powered Intelligence Layer

Artificial Intelligence That Learns From 21,000+ Configurations

Making every user smarter with intelligent recommendations and automation.

Natural Language Kit Creation

"Configure a cardiac surgery kit for CABG procedure with antimicrobial components" - AI suggests starting template + relevant modifications.

Smart Component Recommendations

Based on procedure type, hospital profile, and usage patterns: "Hospitals performing hip replacement typically also include [X, Y, Z]."

Automatic Variant Matching

Customer uploads existing kit list as Excel/PDF - AI maps to your component catalog - Generates configuration - "89% match found, 3 components need substitution approval."

Pricing Optimization

Suggests component substitutions that maintain clinical requirements while reducing cost: "Swap component A for B: equivalent functionality, saves EUR 8 per kit."

Failure Pattern Detection

"Configuration X has 23% higher customer service requests. Component Y often reported as wrong size. Recommend review."

Predictive Reordering

Analyzes usage patterns: "Hospital Berlin-Central due for reorder in 12 days based on historical consumption."

Use Case: Surgical CPQ Solution

Proposed Solution: Enterprise Medical Supplies Manufacturer

Manufacturer Profile

  • EUR 1B revenue, global surgical supply leader
  • 20,000 + active surgical kit configurations
  • 12,000 paying hospital customers
  • 100 + surgical kit orders/day
  • 8,000 + configurable components
  • Operations in 120+ markets via 140+ distributor partners

Their Challenge

  • Legacy "Kitpack Manager" system couldn't scale
  • Tender management for hospital supplies took days
  • Custom Kit configuration took 8 hours, distributor portals disconnected
  • Custom kit requests created bottlenecks
  • Framework agreement management was manual chaos
  • Needed unified platform for hospitals, distributors, and OEM
  • Maintain compliance across 120+ global markets

Projected Business Impact

70%
Reduction in manual quote creation time
3 days to 4 hrs
Distributor quote turnaround
60%+
Hospital self-service adoption within 6 months
5 days to 8 hrs
Custom kit feasibility assessment
12% to <2%
Configuration errors
Why This Architecture Matters: This RFP required solving problems most CPQ vendors never encounter: managing 21,000+ unique kit variations without catalog chaos, enabling three distinct user channels with different workflows, balancing standardization with flexibility, maintaining compliance across 120+ markets, and integrating with production systems for feasibility assessment. The solution we designed represents our capability to handle the most complex surgical supply CPQ challenges in the industry.
Industries & Applications

Beyond Surgical Kits: Medical Equipment CPQ Applications

While surgical procedure kits represent our deepest expertise, ServiceCPQ's multi-channel, high-complexity configuration architecture applies to:

Surgical Instrument Sets

Configure complete instrument trays for specific procedures with sterilization container management, material specifications, and regulatory documentation.

Operating Room Packages

Quote complete OR equipment bundles including surgical tables, lights, booms, imaging integration, and installation services with hospital-specific requirements.

Implant & Orthopedic Kits

Configure hip/knee replacement kits, spinal implant sets, and trauma surgery packages with patient-specific sizing and instrument requirements.

Wound Care Programs

Build customized wound care protocols with dressings, bandages, and treatment supplies based on patient population and care settings.

Infection Prevention Bundles

Package antimicrobial products, sterilization supplies, and monitoring equipment for hospital infection control programs.

Emergency & Trauma Kits

Configure standardized emergency medical kits for ambulances, disaster response, and trauma centers with regulatory compliance built-in.

Comparison Table

ServiceCPQ vs Generic CPQ for Medical Manufacturers

CapabilityServiceCPQGeneric CPQSpreadsheets
Customer Self-Service Portal Template-based with guided customization Built for sales reps, not end customers Email back-and-forth
Distributor Multi-Customer Management Territory pricing, white-label, margin visibility Single-customer assumption Separate files per customer
High Component Complexity (8000+ items) AI-powered search, smart recommendations Slow, no intelligence Unmanageable
Template + Custom Flexibility CTO templates with MTM workflow for custom Either/or, not both Manual workarounds
Visual Kit Preview 2D tray layout generation Not applicable Not possible
Framework Agreement Management Configure once, reorder for years Manual contract tracking Lost in email
Production Expert Approval Flow GPM-Set team portal for MTM feasibility Not built for this Email attachments
Multi-Language, Multi-Currency 120+ markets support Partial Error-prone
SAP/ERP Integration Bi-directional master data + order sync One-way exports Manual data entry
AI Component Matching Upload Excel/PDF - auto-map to catalog Not available Manual lookup
Implementation Time 8-12 weeks for full deployment 9-18 monthsN/A
Medical Industry Expertise Built from EUR 800M+ manufacturer requirements Generic configurationN/A
FAQ Section

Surgical Equipment & Medical Supply CPQ FAQs

Is the EUR 813M manufacturer case study a live customer?
This represents an RFI we competed for with a leading European medical manufacturer. While the project is in their evaluation and decision timeline, the comprehensive requirements analysis and solution architecture we developed demonstrate our capability to handle enterprise-scale surgical supply complexity. The requirements were real, the challenges were real, and the architecture we designed solves them. We're transparent about this being an RFI finalist position rather than a deployed customer—but the expertise required to compete at this level is exactly what we bring to every engagement.
Can ServiceCPQ handle both surgical kits AND medical equipment configuration?
Yes. Our platform handles high-complexity component-based configuration (surgical kits with 8,000+ components) and product-based configuration (operating room equipment, imaging systems). The same platform supports both use cases with different configuration logic.
How do you handle regulatory requirements like FDA, CE marking, and ISO 13485?
Regulatory documentation is attached to components at the master data level. When a kit is configured, all required certificates, declarations of conformity, and instructions for use are automatically included in the quote package. Country-specific requirements are applied based on ship-to location.
What's the difference between customer self-service and distributor portals?
Customer (clinic/hospital) portals are for end users configuring their own kits based on templates you provide. They see list prices and place orders. Distributor portals allow partners to configure kits on behalf of multiple hospital customers, with territory-specific pricing, margin visibility, and white-label quoting. Different workflows for different business models—but unified data underneath.
Can hospitals start from their existing kit lists?
Yes. Upload Excel or PDF of current kit specifications - Our AI maps items to your component catalog - Generates configuration in ServiceCPQ - Flags items needing substitution or custom sourcing. This accelerates hospital onboarding from weeks to hours.
How does the template system work?
You create master templates (e.g., "Hip Replacement - Standard") with pre-configured components and default quantities. Customers select a template, then customize by swapping variants, adjusting quantities, or adding optional items. You control what's locked vs customizable. Templates ensure consistency while allowing flexibility.
What happens when a customer requests a component not in your catalog?
This triggers the Make-to-Measure (MTM) workflow. The request routes to your Production Expert Portal (GPM-Set team or equivalent). They assess feasibility, quote custom pricing and lead time, then approve/reject. Customer sees "Custom component under review, response in 2-3 business days."
How do framework agreements work?
Customer configures kit once - You approve - Framework agreement established - Customer places call-off orders (reorders) with one click, no reconfiguration needed - Orders flow to production automatically. Perfect for hospitals with ongoing surgical volume.
Does ServiceCPQ integrate with SAP?
Yes. Bi-directional integration: Master data (components, prices, BOMs) syncs from SAP to CPQ. Approved configurations push to SAP as sales orders. Stock availability pulls from SAP in real-time. This was a core requirement for the European manufacturer RFI.
Can we pilot with one product line or customer segment?
Absolutely. Most implementations start with one product family (e.g., orthopedic kits) or one channel (e.g., direct hospital sales) before expanding to full catalog and distributor network. Typical pilot: 8-12 weeks, 50-100 users.
What's implementation time for a manufacturer with 10,000+ components?
12-16 weeks for full deployment including data migration, template creation, portal customization, SAP integration, and user training. The European manufacturer RFI (8,000-10,000 components, 21,300 configurations) was scoped at this timeline.
Why should we trust you if the RFI project isn't implemented yet?
Fair question. Here's why our RFI experience matters: (1) We competed against established enterprise vendors and made the finalist round, proving our architecture meets enterprise standards. (2) We spent 40+ hours analyzing one of the most complex surgical supply scenarios in the industry—that expertise transfers directly to your challenges. (3) The architecture we designed represents our real capability, not aspirational features. (4) Most importantly, we're transparent about this being an RFI, not a deployed customer—that honesty is how we operate. If you need live customer references in other manufacturing verticals, we're happy to provide them.
Ready to Transform Your Business?

See the Enterprise-Scale Architecture We Designed

RFI finalist for EUR 1B Euro European medical manufacturer managing 20,000+ surgical kit configurations across 120+ markets.

What You'll See in Demo

  • Customer self-service portal with template-based kit configuration
  • Distributor multi-customer management with territory pricing
  • OEM control center with approval workflows
  • AI component matching from uploaded Excel/PDF kit lists
  • Visual kit preview and framework agreement management
  • SAP/ERP integration architecture

Why This Matters for Your Business

  • If we can design a solution for 21,300 surgical kit configurations, 8,000+ components, and 140 global distributors, we can handle your complexity
  • Whether you're managing hundreds or thousands of medical device configurations, the multi-channel architecture applies to your challenges

Common Questions We Answer

  • "Have you implemented this?" - Yes, this was a real RFI we competed for
  • "Can you handle our scale?" - If you have fewer than 21,300 configurations, absolutely
  • "What makes you different?" - We designed for three channels, not one
Ashok Mohanty, Founder
ServiceCPQ

ServiceCPQ - When your surgical supply complexity demands more than generic CPQ can deliver.