Infor CPQ Services — Implementation, Integration & Support
End-to-end Infor CPQ delivery for manufacturers — implementation, ERP and CRM integration through Infor ION and APIs, migrations and upgrades, health checks, and application support that keeps quote-to-order running.
The Full Infor CPQ Stack, Delivered by One Team
Infor CPQ is Infor's configure-price-quote platform for manufacturers and distributors of configurable products. We work across every layer of it — from the rules engine that validates each configuration to the order data your ERP receives.
Product Configurator
A constraint-based rules engine that steers every user to a valid, buildable product. Rules are modelled once and enforced everywhere you sell — direct sales, dealers, distributors, and online.
2D & 3D Visual Configuration
Images and 3D models update live as options change, so buyers see exactly what they are specifying — and sales stops waiting on engineering for visuals.
Enterprise Quoting
Guided selling, pricing and discounting, approval routing, and quote-to-order conversion in a single portal, with control of the full quote lifecycle from opportunity to order.
Document Automation
Assembles the paperwork behind every quote — selected options, drawings, pricing, and terms — into branded documents that are ready to send and sign.
Design Automation
Produces CAD models and drawings straight from the configuration, so engineering output always matches what was sold, without manual drafting.
Back-Office Data Generation
Creates the SKUs, BOMs, routings, and order details manufacturing needs, turning an accepted quote into a buildable order without re-keying.
What Changes When CPQ Runs Quote-to-Order
Fewer Quote & Order Errors
Rules validate every configuration before it leaves sales, so engineering, purchasing, and production stop fixing avoidable mistakes.
Faster Quote Cycle Time
Quotes that used to take days go out the same day — pricing, documents, and drawings are generated, not assembled by hand.
A Better Buying Experience
Customers configure visually and see accurate prices as they go — a modern buying experience that wins more orders.
Higher Quote Volume
Guided selling shortens the learning curve, so new reps, dealers, and distributors quote with confidence from their first week.
Infor CPQ Implementation
We implement both halves of Infor CPQ — the Product Configurator for rules-driven, visual configuration and Enterprise Quoting for pricing, proposals, and order capture. From discovery to go-live the goal stays the same: a configurator that only allows valid products, prices them correctly, and hands your back office complete order data.
Discovery & Solution Design
Workshops that turn product rules, pricing logic, and quoting workflows into a CPQ architecture built to scale
Configurator Modelling
Constraint-based rulesets, guided selling, and live 2D/3D visuals so only buildable products reach a quote
Enterprise Quoting Setup
Pricing and discount structures, approval workflows, and multi-channel quoting for direct sales, dealers, and distributors
Document & Design Automation
Proposals, quote documents, and CAD drawings generated directly from each configuration
Testing, Cutover & Hypercare
Functional, integration, and user-acceptance cycles, then hands-on support through go-live
ERP & CRM Integration
CPQ pays off when configurations, prices, and orders move between sales and manufacturing without re-entry. We design and build integrations between Infor CPQ and the Infor ERPs manufacturers run on — using standard connectors, Infor ION and BODs, the ION API Gateway, and REST — and connect CPQ to the CRM your sales team works in.
Infor OS & ION
Event-driven flows using standard BODs for items, BOMs, and sales orders, with secured access through the ION API Gateway
Infor LN
Configuration, BOM, and routing hand-off for engineer-to-order and complex discrete manufacturing
Infor M3
Quote-to-order integration for equipment, distribution, and process manufacturers
CloudSuite Industrial (SyteLine)
Native CPQ integration plus Mongoose IDO extensions for items, BOMs, routings, and jobs
Infor XA
CPQ connectivity for IBM i–based discrete manufacturers
Salesforce & Infor CRM
Configuration and quoting embedded in the opportunity-to-order workflow
Infor CPQ Application Support
Live CPQ environments never stand still — new products, new prices, new Infor releases. Our application support keeps Infor CPQ accurate and available, run by consultants who maintain your models and integrations rather than just working a ticket queue.
Incident Management
SLA-based resolution across the configurator, quoting, and integrations
Model Maintenance
Rule, option, and pricing changes delivered as your product lines evolve
Release Management
Impact analysis and regression testing for multi-tenant CPQ cloud updates and ERP upgrades
Integration Monitoring
Proactive checks on ION and API flows so ERP and CRM data stays in sync
Continuous Improvement
Ongoing tuning of guided selling, visual configuration, and document output
Assess, Migrate, Upgrade, Recover
Implementation is one moment in a CPQ programme's life. These services cover the rest — before a project starts, when it needs to move, and when it needs help.
Assessment & Health Check
An independent review of your Infor CPQ environment — rule quality, performance, integrations, and user adoption — ending in a prioritised, costed roadmap.
- Rule-set and configurator model review
- ION, API, and ERP data-flow checks
- Findings ranked by business impact
Configurator & Data Migration
Move product logic from legacy or ERP-based configurators and spreadsheets into Infor CPQ, with options, matrices, and price books loaded at scale.
- Rule and option extraction from legacy sources
- Bulk loading of options, matrices, and price books
- Reconciliation testing against legacy output
Upgrades & Cloud Migration
Plan and run the move from on-premises to Infor's multi-tenant cloud, or to a new CPQ version, without breaking rules or integrations.
- Migration plan, cutover, and rollback strategy
- Remediation of deprecated features and customisations
- Integration re-pointing and end-to-end validation
Rescue & Stabilisation
Take over a stalled or troubled Infor CPQ project, stabilise what is built, and carry it through to a reliable go-live.
- Rapid technical and delivery assessment
- Stabilisation plan with early quick wins
- Recovery through go-live and handover
Infor CPQ Training & Team Enablement
The fastest return on CPQ comes when your own people can run it. Our instructor-led courses cover configurator rules development, Enterprise Quoting, ERP integration, and end-user enablement — online, onsite, or built on your own configurator models.
Configurator & Rules Development
Introductory and advanced courses, from first rule to production-grade rule sets
Enterprise Quoting & Administration
Pricing, workflows, and administration for the people who run quoting daily
ERP Integration & Manufacturing Rules
BOM, routing, and job generation for SyteLine, LN, M3, and XA
Private Team Training
Custom curricula delivered in your environment, on your products
Ways to Work With Us
Every engagement runs on the same phase-gate method — pick the commercial model that fits your programme.
Fixed-Scope Project
A defined deliverable — a configurator model, an integration, a health check — for an agreed price and timeline.
Best for
Well-defined scope
Phased Programme
Full implementations and rollouts run stage by stage, with scope, budget, and sign-off agreed at each phase gate.
Best for
Implementations & rollouts
Support Retainer
A monthly block of application support and change capacity, backed by agreed service levels.
Best for
Live CPQ environments
Training Programme
A structured curriculum for your team — scheduled courses or private programmes on your own configurator models.
Best for
Building in-house skills
Infor CPQ — Common Questions
What is Infor CPQ?
Infor CPQ (Configure Price Quote) is Infor's platform for selling configurable products. The Product Configurator enforces valid configurations with rules and live 2D/3D visuals; Enterprise Quoting manages guided selling, pricing, approvals, and order capture; Document and Design Automation produce quote documents and CAD drawings. Combined, they carry a quote all the way to a validated ERP order.
Which ERPs does Infor CPQ integrate with?
We integrate Infor CPQ with Infor LN, Infor M3, Infor CloudSuite Industrial (SyteLine), and Infor XA — passing configurations, BOMs, routings, and pricing into the ERP so orders are created without re-entry. Integrations use standard connectors, Infor ION and BODs, the ION API Gateway, and REST APIs.
Does Infor CPQ work with Salesforce?
Yes. We embed Infor CPQ configuration and quoting in the Salesforce opportunity workflow, and we implement the native Infor CRM integration — so sellers quote from the system they already use.
Can dealers and distributors use Infor CPQ?
Yes. Enterprise Quoting supports direct, dealer, and distributor channels on one platform, with channel-specific pricing, catalogues, and approvals — and every channel quotes from the same validated rules.
How long does an Infor CPQ implementation take?
A focused product line typically goes live in a few months; multi-plant or engineer-to-order rollouts take longer. After discovery we provide a phase-gate plan with clear milestones and a fixed scope.
Do you offer Infor CPQ training?
Yes — instructor-led courses for rules developers, administrators, and sales teams, from introductory rules development to Enterprise Quoting, ERP integration, and end-user enablement. Courses run online or onsite, and private programmes can use your own environment and product models. See the Infor CPQ Training page for the full catalogue.
Can you take over an Infor CPQ project that has stalled?
Yes. We start with a short technical and delivery assessment, agree a stabilisation plan with early quick wins, and then carry the project through go-live and handover — whether the original work was done in-house or by another team.
Can you move us from a legacy configurator to Infor CPQ?
Yes. We extract rules and options from legacy configurators, ERP-based configurators, or spreadsheets, rebuild them as Infor CPQ models, bulk-load options and price books, and reconcile the results against your legacy output before cutover.
What does Infor CPQ application support cover?
SLA-based incident resolution, model and pricing changes, release management for CPQ cloud updates, ION and API integration monitoring, and continuous improvement — for cloud and on-premises environments, including moves to Infor's multi-tenant cloud.
Talk to Our Infor CPQ Team.
Evaluating CPQ, mid-implementation, or running it in production — tell us where you are and we'll map out a clear, practical next step.