CPQ FOR BUILD-TO-ORDER MANUFACTURERS

Win complex orders while protecting margin and delivery.

Give customers an accurate, buildable offer while demand is active. Bring product rules, cost, price, and capacity together before the business makes a commitment.

Velosity creates the BOM and router as the product is configured, bringing cost, price, and an achievable delivery date into the same guided workflow.

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See how CPQ connects to fulfillment and service

DOES THIS SOUND FAMILIAR?

What keeps the outcome out of reach

Quotes wait in line

Sales cannot respond until engineering, estimating, and operations answer the same questions again.

Margin is discovered too late

Material, labor, and routing assumptions change after the customer has already seen a price.

The process depends on a few people

Product knowledge lives in spreadsheets, inboxes, and the memories of experts who cannot scale.

THE VELOSITY DIFFERENCE

Quote what you can actually build...in seconds

As a product is configured, Velosity generates the production router and BOM needed to cost, price, and schedule the work. The approved quote carries that production-ready definition forward—eliminating downstream reconstruction on Sales Orders and Production Orders.

Configuration → BOM + Router → Cost + Price → Quote → Sales Order → Production Order

Why build-to-order quoting becomes a bottleneck

Stock Keeping Unit (SKU) Products

SKU quoting begins with a known item, description, cost, and price. ERP systems handle this pattern well because the product already exists as a part number.

Build-To-Order (BTO) Products & Services

A build-to-order product does not fully exist until the customer makes choices. Those choices can change materials, labor, routing, capacity, cost, price, and delivery. When teams force that work through part-number catalogs, spreadsheets, and email approvals, every quote becomes a manual reconstruction of how the product will be built.

SmartQuote for BTO Products & Services

Velosity SmartQuote captures product knowledge as attributes and rules. As sales configures a valid product, Velosity generates the production router and bill of materials required to understand cost and prepare the work.

Because the router exists during quoting, the team can evaluate delivery against the work and capacity required instead of making a promise disconnected from production.

The result is a faster response built on documented product knowledge, defensible cost, and work operations can use.

What changes when quoting is connected to the work

Respond while the customer opportunity is active

Give sales an achievable delivery expectation

Protect margin with material and process cost in the quote

Reduce dependence on a small group of estimators and engineers

Carry the approved BOM and router into operations

Apply pricing and approval rules consistently

Capabilities that support the outcome

Smart Quote

Guide sellers through valid product choices
Generate material and process cost from the selected configuration
Compare price and delivery tradeoffs as options change
Estimate delivery using routing, capacity, and material availability

Scheduling

Automatic creation and updating of production schedule
Button click rearrangement of production order sequence
Automatic adjustment of production route (load leveling) at the quoting stage to intelligently handle differing workcell capacities

Capacity Reservation

Reserve production capacity to win orders where PO not in hand...but is coming

Quick overview of upcoming production orders by Task
Button click update of percent completion
Completion (100%) sends notifications (notifications can be fine tuned to each user's preference

Teams

Group the people who collaborate on sales work
Assign a team to a sales quote
Filter quotes and sales orders by team

A shared view of your team's CPQ work

Item Catalog

Management of items that are added to Bill of Material (automatically via SmartQuote or manually via Line Item Editor)
Export and Import (initial and updates). API integration also possible for Velosity to pull items from your datasource (ERP, other)

Inventory & Locations

Management of inventory - shipping, receiving and consumption via Production Orders
Export and Import (initial for rapid onboarding)
Defineable inventory locations - including group (warehouse, yard, etc)
Inventory can be moved between locations with completed audit trail (Logistics role)
Inventory can be shipped and received with full audit trail (S&R role)

Customers

Management of customers
Export and Import (initial and updates). API integration also possible for Velosity to pull customers from your datasource (ERP, other)
Customer level target gross profit threshold for quote discount without approvals
Line Item Templates - allows for quick quoting of repeat orders (but with costs updated)

General

Audit trail data (who, when) saved with each record (Quotes, Orders, Production Orders, Items, Inventory, Customers, etc)
Quotes and Orders editable only by creator
Full self service identity management - editable by ADMIN role (one or more per location)
View access controlled by role to simplify the user experience (SALES, MGMT, LOGISTICS, S&R, WAREHOUSE, SHOP)

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Velosity CPQ in Action

Integrations

The modern architecture of Velosity enables it to work seamlessly with your current systems

just plan it
Yonyx (Fault Tree Diagnostics)
JotForm (Coming Soon)
Quickbooks (Coming Soon!)
Other integrations possible on request - contact us!
Velosity API can be used to connect to other systems

The Business OS for complex manufacturers—connecting configuration, quoting, orders, production, and service.