eRep Pricing
Choose A Plan That Works For You
Whether you’re an internal sales team, a manufacturer working with global distributors, or anywhere in between, we’ve got you covered.
Standard
Ideal for Distributors and Small Manufacturers with no customizations*Min. 5 System Users
Configure & Price Complex Products
SKU and Write-In Products
Fast & Accurate Quote to Order Process
Calculate Discounts & Commissions
Most Popular
Professional
Ideal for Manufacturers with Multi-Channel Sales Partners*Min. 5 System Users
Includes All Standard Features Plus:
Distributor Portal
Customer Support Helpdesk & CRM
Quote Document Generator
Enterprise
Multi-Channel Sales Solution with Customizations and Parts Sales*Min. 5 System Users
Includes All Professional Features Plus:
Parts Sales Module
Custom Modules
Advanced Reporting & Data Visualization
Extend Your CPQ with eRep Portals
Pay Only for the People Using the Platform
Sales Portal
For Sales Offices, Resellers, Dealers, and Distributors- Manage leads, opportunities, quotes and orders
- Generate professional reseller or end-customer quotes
Design Portal
Selections and collaboration for Consultants, Designers, Engineers- Select products without pricing and request a quote
- Build list of desired products and options for a quote
Parts Sales Portal
Simplify Parts Ordering for Distributors, Resellers and Customers- Search parts by model, serial, quote or P.O. number
- Increase parts department efficiencies
FEATURE COMPARISON
Compare editions and top features
Standard
Professional
Enterprise
General Overview
Microsoft Azure Cloud
Quarterly Updates
Core Application Support
Address Verification
Multi-Lingual (English, French, Spanish Included)
Mutli-Currency
Mutli-Brand
Public-Facing Configurator
Architected to Add Custom Plugins
Account Management - CRM
Manage Leads, Contacts, Accounts, Opportunities and Projects
Parent-Child Account Relationships
Quote, Order, and Sales Activity History
Track Order Status and Support Requests
Native “Lite” CRM Allows More Selling and Less Data Entry
Integrate With Other CRMs via Open API or Zapier
Pricing Management
Rules-Based Product and Pricing Configurator
Variant Pricing, Equation-Based Pricing, and Item Pricing
Manage Multiple Price Lists
Manage Customer-Specific Discounts, Markups, and Multipliers
Support for List Pricing with Discounts and Cost-Plus Pricing Models
Special Pricing Request Automation
Interactive UI and CSV Data Management
Simplify Pricing Updates Across Channels
Supports SAP S/4HANA Variant Pricing Rules
Supports Oracle JD Edwards Enterprise One Configurator Rules
Quote Management
Native Quote Templates for Quotes to Channel Partners and End Customers
Customizable Quote Templates
Buy/Sell and Direct Factory Invoice Transactions
Project-Based and Quick Quotes
Multiple Quotes to Different Customers on Single Opportunity
Calculate Costs, Sell Price, and Profit Margins
Permission-Based Cost and Margin Visibility
Manage Quote Notes, Terms, and Conditions
Copy, Archive, and Convert Quotes to Orders
Role-Based Discount Approval Bands
Automate Freight Calculation (Integration Required)
Order Management
Order Processing Dashboard
One-Click Quote to Order Conversion
Upload Purchase Order PDFs
Review for Accuracy and Completeness and Send to ERP
Open API for ERP Integration
Order Approval and Routing Workflows
Automatically Notify Sales Rep of Order Status Changes
Dynamic BOM (Bill of Materials) Generation
Release Orders in Multiple Stages for Large Orders
Document Automation
Generate Quote-Specific Submittal Packages
Collate Line Items and Document Types
Configurable Document Rules Management
Automate Technical Documents
Dynamic Text Generation (Based on User Selections)
Automated Product Specification Writer
Discount and Commission Management
Manage Customer-Specific Discounts and Multipliers
Manage Commission Rates
Commissions Based on Customer, Product, and Volume
Split Commissions
Automate Commission Reporting
Custom Commission Calculations
Partner Portal
Enable Partners to Manage Leads, Contacts, Accounts, Opportunities and Projects
Parent-Child Account Relationships
View Channel Sales Partner Rep Quote, Order, and Sales Activity History
Track Order Status and Support Requests
Manage Partner Sales Channel Accounts, End Customers, and Other Account Types
Manage Commissions and Discount Multipliers
Manage Product Types Channel Partners Can Sell
Manage Regions, Markets, and Industry Verticals
Automate Lead Routing for Channel Sales Partners
Automate Sales Activity Tracking
Automate Sales Forecasting and Reporting
Special Pricing and Special Engineering Request Workflows
Collaborative Communication
Account-Specific Document Management
Partner Relationship Manager - PRM
Enable Partners to Manage Leads, Contacts, Accounts, Opportunities and Projects
View Channel Sales Partner Rep Quote, Order, and Sales Activity History
Track Partner Order Status
Manage Partner Sales Channel Accounts, End Customers, and Other Account Types
Manage Commissions and Discount Multipliers
Multi-Brand and OEM Segmentation
Automate Lead Routing for Channel Sales Partners
Automate Sales Activity Tracking
Automate Sales Forecasting and Reporting
Multi-Tier Distributor Support (for Master Distributors)
Partner-Specific Document Management
Special Pricing and Special Engineering Request Workflows
Collaborative Communication
Manage Support and Warranty Requests
Workflow Automation
Lead to Quote, Quote to Order Conversions
Adding Users to Projects and Opportunities for Collaboration
Special Pricing Requests
Order Submitted for Review
Customer Credit Review
Engineering Review and Approvals
Special Engineering Requests
Order Approval
Public Configurator Request a Quote to Lead
Integrations
Connect to Over 3,000 Apps via Zapier
Docusign Quote Approvals
Manage Connected Apps
eRep Connect – Integration Module
Connect via Secure API, XML, sFTP, and Other Methods
Salesforce and HubSpot
ERP Integration
Custom Integrations
B2B eCommerce
Available as a Standalone Module or Integrated within eRep CPQ
Designed for both Channel Partners and General Public
Create and Save Quotes, Not Just a Single Cart
Pay via Purchase Order, ACH, or Credit Card
Cross-Reference, Up-Sell, and Cross-Sell
Maintain Archive History
Maintain Discounts for Select Customers
ERP BOM Search for Compatible Parts
FAQs
Who uses eRep?
Distributors of all kinds that need a modern, affordable web app for their sales teams and sub-distributors to generate quotes that their existing ERP systems are either too slow, don’t have needed features and workflows, or not mobile friendly.
How can I see a live demo?
How long does it take to get up and running?
Can eRep integrate with my existing ERP or CRM?
Can eRep integrate with other technology platforms?
Where can I get training for eRep?
What are the different User Types for eRep?
System Users:
System users are typically employees of the client company and have the most access to the eRep platform. These users may perform a variety of roles including system administrators, pricing administrators, sales managers, application engineers, business analysts, customer service, and order entry. Primarily, these users help to support the sales teams and sales channels.
Sales Portal Users:
Sales portal users are able to select products, configure options and pricing, and generate quotes and orders only. In many cases, these users are part of distributed sales teams or third-party rep firms, distributors, and VARs.
Parts Portal Users:
Parts portal users are able to shop for replacement and spare parts while accessing a variety of look-ups, such as serial number, purchase order number, or item number look-ups among others. Typically, these users are with rep-firms, contractors, distributors, or end-users.
Design Portal Users:
Some industries such as the building industry have influencers such as architects, engineers, consultants, and even end-customers. The design portal users are able to enter requirement and design information, select products and request pricing from their assigned sales rep, but do not have access to pricing information.
What features are included in each eRep edition?
Tell me about the implementation process.
- Installation of eRep software in a staging and production environment
- Addition of client logos, colors, and organizational setup
- Set up of initial users, permissions, and email settings
- Online onboarding training on how to use the system
- User support phone consultations
Additional implementation services may include:
- Full turnkey implementation
- Custom development
- Custom integrations
- In-person consultations, training or support
- Testing and data validation
- Expert-On-Demand support
- Other services as needed
How much does implementation cost?
Contact us and we will advise you on the best way to implement and provide an implementation estimate.
Does eRep offer phased implementation?
Do you have implementation partners?
Can I add or delete users?
Adding Users:
eRep is designed to be scalable as your organization grows. Your admins can select to add new System, Sales Portal, Design Portal or Parts Portal users at any time. These changes will be reflected in your next billing cycle.
Deleting Users:
To preserve a user’s data integrity, users cannot be deleted. Instead, users can be made inactive. Inactive users are not invoiced. Users who have not logged into the system can be automatically made inactive so you are not paying for users who have not logged in.
What technology does eRep use?
The application can be deployed to any Microsoft Azure data center internationally. eRep is GDPR compliant.
Do admins need to have programming skills?
Can I add modules to the Standard or Professional Plans?
How can I encourage my distributors and dealers to use eRep?
How can I tell if eRep is right for me?
Many clients have comfort in our extensive experience with over 450 successful projects and that eRep platform has been refined over two decades with over 30,000 users.
Schedule a discovery demo and our experts will work with you to determine if eRep is the right platform for you.