zipCPQ – Configure, Price, Quote

CONFIGURE, PRICE, QUOTE

Quoting Complex Products Shouldn't Take Days

Give your buyers the power to configure your products and request a quote right from your website with zipCPQ.

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your new sales process

From Click to Quote

See how zipCPQ turns product interest into a ready-to-send quote in one seamless flow.

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Product Selection

Digital Catalog

Configuration

Product Configurator

Sales Review

Sales Rep Review RFQ

Quote Request

RFQ Submited

Deal Closed

No back-and-forth

Why manufacturers choose zipcpq

Configure, Price, Quote

Manufacturers like you win more deals by quoting faster, with fewer errors. We replace slow, manual quoting processes with a seamless, web-based experience your buyers will actually use.

Faster Quotes

Cut quoting time from days to minutes. Speed helps you close before competitors respond.

Fewer Errors

Built-in logic prevents mistakes and reduces back-and-forth between teams.

Real-Time Pricing

Let customers see accurate pricing based on your logic.

Buyer Self-Service

Your customers can configure products and request quotes directly from your website.

Integrated with Your Tools

No need to rebuild your tech stack, zipCPQ connects with your CAD, ERP, CRM and other tools.

inside the zipcpq engine

Core modules for real results

Product Catalog

Easily manage all your configurable products, spare parts, and assemblies in one place. Categorize, update, and organize them in a way that’s simple to navigate, for you and your customers.

Product Configurator

Build custom rules to guide users through product selection. Whether it’s cranes, conveyors, or structural frames, your customers can define exactly what they need — no back-and-forth required.

2D or 3D Visualization

Help buyers see what they’re getting with visual previews, drawings, or exploded views. From 2D CAD renderings and 3D models to image swaps, visuals make it easier to quote and trust.

Pricing Module

Set your own pricing logic based on configuration, quantity, or customer type. From price tiers to real-time calculations, zipCPQ ensures pricing stays fast, accurate, and in your control. Choose if you want to show it on the front, or keep pricing for your internal use.

Quote Management

Track, edit, and send professional quotes from one place. Add discounts, adjust quantities, and keep tabs on every quote status, from requested to closed.

INTEGRATIONS

Seamless integrations with your favourite tools

zipCPQ integrates seamlessly with the tools you already use like CAD platforms, ERP systems, CRMs, and more. If it has an API, we can connect it to your existing workflow.

Plug into your workflow, not around it

Integrate CAD, ERP, CRM and more into one quoting flow

From engineering to sales, zipCPQ plays well with others. Connect your tech stack and eliminate silos between teams.

  • CAD platforms like Onshape
  • ERP systems including SAP, Odoo, NetSuite and others
  • CRMs like HubSpot and Salesforce
  • Pricing logic from spreadsheets or databases
ONSHAPE INTEGRATION

Bring Onshape Models to Your Website with zipCPQ

zipCPQ pulls real-time logic and rules directly from your Onshape models, turning complex engineering into a smooth, self-serve configuration experience. Customers can configure products on your site using the exact parameters built in your CAD models.

  • Real-time sync with Onshape
  • Uses your model logic
  • No double data entry
  • Instant updates on your website
crm integration

Connect zipCPQ with HubSpot, Salesforce, or any CRM

No more juggling spreadsheets or manual updates. zipCPQ integrates with CRMs like HubSpot and Salesforce to sync customer data, manage leads, track quotes from first touch to close, and automate key steps in your workflow.

  • Seamless lead syncing
  • One-click quote tracking
  • Data stays up to date
  • Faster response times
PROJECTS

See how manufacturers

use zipCPQ

Explore real-world projects powered by zipCPQ, from conveyor systems and lifting equipment to precision machining. Each project highlights how we streamlined complex configurations, reduced quote time, and improved customer experience.

Direct Conveyors

Direct Conveyors needed a streamlined way for customers to configure and quote modular conveyor systems online. We implemented and customized zipCPQ solution that pulls logic from their CAD models, calculates pricing dynamically, and generates accurate quotes in real time. The configurator is embedded on their website, enabling self-service quoting while maintaining full control over product logic and margins. This transformation reduced internal workload and sped up the sales cycle significantly.

Thern

Thern manufactures highly customizable winches and cranes for industrial use, often requiring extensive back-and-forth between sales and engineering. With zipCPQ, we helped them bring product logic to the frontend, making it easy for internal teams to generate quotes based on real-time inputs. The system supports complex dependencies and pricing rules while maintaining full visibility across the process. Thern can now respond faster, reduce manual errors, and improve the overall customer experience.

Conway Machine

Conway Machine, Inc. manufactures gripper bars and replacement parts, following strict OEM guidelines and ISO-driven processes. We developed a spare parts configurator that lets users visually navigate assemblies using interactive 3D and 2D previews. Customers can now select exact parts, see pricing, and request quotes instantly—all without needing technical support. This self-serve solution saves time, reduces ordering errors, and streamlines the aftermarket sales process.

Explore more zipCPQ projects

We’ve partnered with dozens of industrial manufacturers to bring speed and clarity to their sales process. From spare parts portals to complex machine configurators, zipCPQ adapts to different industries and workflows. Each solution is tailored to client-specific rules, integrations, and user journeys. Visit our Projects page to discover how we can transform yours too.

Having the ability to show customers what our products look like in real time over the Internet is an effective selling tool.

We chose zipCPQ (by Helioz Technologies) because we wanted an eCatalog with a 3D viewer.

Rachael Cox

Vice President at Conway Machine, Inc.

As a small rapidly growing manufacturing company, we need to be able to adapt with the market, and this gives us the ability to do so.

Tyler Wood

Vice President at Direct Conveyors LLC

The new portal has significantly improved and simplified the ordering process – both for our internal team and for our franchise partners.

Working together on this project has been a really positive experience for us. It’s intuitive, efficient, and adapted to the way we operate. We appreciated the team’s support throughout the project and are looking forward to continuing the collaboration in the future.

Hana Komlenac

Head of Customer Support at Museum of Illusions

Our primary goal is to shorten the time to respond to client requests for quotes.

This will also have an impact on our entire delivery time.

Brian Marshall

Managing Director at Maverick Machine

It's not often that you find such smart people that are so fun and pleasant to work with!

The zipCPQ (by Helioz Technologies) team of developers and project support personnel made this journey straightforward.

John P. Lund

Vice President at Thern, Inc.

CONTINOUS SUPPORT

More then just a tool. We are your partner along the way. 

Our partnership starts with understanding how your process looks today and where it hurts. From there, we tailor zipCPQ to your workflows, set everything up, and stick with you as your business grows.

  • Personalized onboarding and setup
  • Fast, reliable support from real people
  • Guidance tailored to manufacturers
01

Discovery Call

We get to know your sales process, tech stack, and what needs to change.

02

Custom Setup

We tailor zipCPQ to fit your products, logic, and integrations. From pricing rules to CAD workflows, everything is configured to your needs.

03

Ongoing Support

Once your solution is live, we stay by your side. From feature updates to process tweaks, we’re here to help you quote faster and sell smarter.

Shape

Want to learn how zipCPQ will fit into your business?

Feel free to reach out for a discovery meeting and a demo.

Let's talk
zipcpq newsroom

Insights, updates, and
innovation from our team

Stay up to date with the latest from zipCPQ—from product updates and customer success stories to press releases and expert insights on digital configuration, quoting, and manufacturing. Discover how we're helping manufacturers move faster, sell smarter, and simplify complexity.

Read more
Sep 16, 2022 #Travel

Stock markets opened on a mixed note today, with tech stocks

Our journey is guided by a clear vision - is to be at the forefront of transformative solutions that shape to the industries and enrich lives. This vision is deeply rooted in our core values: excellence, innovation, integrity, and collaboration.

Sep 16, 2022 #Gaming

Automotive industry is witnessing a shift towards electric vehicles

Our journey is guided by a clear vision - is to be at the forefront of transformative solutions that shape to the industries and enrich lives. This vision is deeply rooted in our core values: excellence, innovation, integrity, and collaboration.

New
Sep 16, 2022 #Technology

The healthcare sector is adapting to new remote patient monitoring

Our journey is guided by a clear vision - is to be at the forefront of transformative solutions that shape to the industries and enrich lives. This vision is deeply rooted in our core values: excellence, innovation, integrity, and collaboration.

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Contact

Lets get in touch

You can reach us anytime via hello@heliozgroup.com

    Contact Info

    +1 (513) 998-1482
    hello@heliozgroup.com

    Our offices

    8600 Bridgewater Lane, Cincinnati, OH 45243, USA

    Šetalište braće Radić 7 Slavonski Brod 35000, Croatia