# eRep Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about eRep Software - reviews, pricing plans, popular comparisons to other Workflow Management products and more.

Source: https://www.capterra.com/p/165340/eRep/alternatives

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# 

 eRep Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

eRep

## What is eRep?

eRep, from Revalize platform offers an intuitive CPQ solution for manufacturers and distributors tired of inefficient spreadsheet-based pricing, outdated quoting systems and the related cost of errors from those methods. Through faster quotes, intelligent workflows, 100% order accuracy, all while delivering actionable insights that power data-driven decisions across the business; eRep CPQ is designed for the challenges faced by modern manufacturers and distributors.

## What is eRep used for?

[CPQ](https://www.capterra.com/cpq-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Manufacturing](https://www.capterra.com/manufacturing-software/)

Overall rating

Based on 6 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$75

Per User, Per Month

Free trial  
not available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### eRep

4.5 (6)

VS.

[4.6 (1,420)](https://www.capterra.com/p/127994/Jobber/reviews/)

Starting Price

$75

Per User, Per Month

Starting Price

$39

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.3 (6)

Ease Of Use

4.6 (9)

Value For Money

4.4 (5)

Value For Money

4.4 (2)

Customer Service

4.8 (5)

Customer Service

4.6 (9)

## eRep alternatives

[4.5 (1,242)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

Starting price

$19.00

Per User, Per Month

[4.6 (21)](https://www.capterra.com/p/160099/KBMax-3D-CPQ/reviews/)

Starting price

$150.00

Per User, Per Month

Highest Rated

[4.8 (21)](https://www.capterra.com/p/119222/iQuote-Xpress/reviews/)

Starting price

$39.00

Per User, Per Month

[4.2 (1,291)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting price

$31.10

Per User, Per Month

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

2D Drawing

Drawing and modeling designs within 2D flat dimensions

3D Digital Asset Management

Store and manage 3D digital assets

Activity Tracking

Track and document all activities across devices, networks, and other systems

API

Application programming interface that allows for integration with other systems/databases

Approval Workflow

Route documents and other data through one or more stakeholders for review and approval

Automated Quoting

Generate rule-based quotes for clients automatically

eRep 45 features

Drawing and modeling designs within 2D flat dimensions

Store and manage 3D digital assets

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Route documents and other data through one or more stakeholders for review and approval

Generate rule-based quotes for clients automatically

Create and manage digital catalog of products/services with their details, specifications, and price

Manage various distribution channels, build relations with channel partners, and track their performance

Private online space that lets businesses securely share documents and provide information access to clients

Identify component attributes like servers, hardware, software, and manage relationships across all services

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Process of dividing customers into groups based on common characteristics

Add customized logos and colors to align with company branding

Import and export data to and from software applications

Graphical representation of data

Track products that are for sale at a reduced price or part of coupon promotions

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Manage, store and organize emails within the system or via third-party apps

Integrate with existing ERP systems

For use by customers

Usage of documents or items within a specific organization

Form predictions based on past and present data/trends

A process designed for sellers to guide them through the entire selling process

Manage and handle various international currencies

Manage and support multiple locations

Manage and track customer orders for goods, investments, or any other purchases

Calculate rule-based prices for a product/service

Track and manage the profit margin between the cost of a product and its selling price.

Calculate rule-based prices for a product/service

Tool used to determine accurate pricing and product eligibility for borrowers

Customize the specifications of a finished product to meet the particular needs of a customer

Create proposals based on costs of labor and materials

Generate quotes or estimates for customers

Analyze and gain insights into data in real-time

Receive data and information in real time

Visualize products in real time, as they are configured

Active reporting of data and metrics

Configure products according to pre-defined rules and/or constraints

Automate processes to manage leads, contacts, opportunities and sales activities

An order generated by a seller to a customer, containing details about products or services

Reports specific to sales analysis for trends and strategies

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Online portal through which end users can access the system, manage tasks, or obtain information

Set up connections to third-party platforms to improve business processes

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Features

4.5 (6)

4.5

Based on 6 reviews

## Pricing

Value for money

4.4 (5)

Basic

$75.00

Per User,Per Month

Value for money

4.4 (5)

4.4

Based on 5 reviews

## Integrations

[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[

Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[

HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[

Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[

HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[

Constant Contact](https://www.capterra.com/p/31898/Constant-Contact/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.8 (5)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.8 (5)

4.8

Based on 5 reviews

## User reviews

Overall rating

4.5

Based on 6 reviews

Filter by rating

5(3)

4(3)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

KK

Kim K F.

Outside Sales

Mechanical or Industrial Engineering

### "eRep Selection Software Rating"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 26, 2020

It has been a pleasure to work with eRep CPQ. Whenever I have been with the eRep CPQ team at our national convention or simply discussing an item over the phone, CPQ has been fantastic to work with. They know our equipment, the know their selection software and it's capabilities and can take all that knowledge and give us an answer to help us solve or understand why the software is selecting or performing in the manner it is. CPQ is open to hearing about any issues or potential improvements. A very responsive Customer Service Team! We have been very impressed to date!

Pros

The eRep software has been well thought out by individuals that actually design, select and install the equipment being selected on eRep. I have used the Zehnder-Rittling EZSelect software in past which is very similar to eRep. However, eRep is more detailed, offers more on the Dashboard, includes photo's of the actual items being selected for both the unit and accessories, offers multiple motor selections, multiple coil selections, multiple variables in EWT, LAT, GPM, MBH, etc. The overall selectability of each piece of equipment allows the Design Engineer, Contractor and Representative a plethora of variable inputs to target certain parameters needed such as maximum pressure drops on flows, varying inlet temperatures of air or water, etc. So in my opinion, the flexibility to select any piece of equipment based on any parameters is unlimited and allows for me to look at all aspects of varying selections.

Cons

There really isn't anything I don't like about the software thus far. If anything, I am waiting for the software selection to be able to develop a dynamic Submittal for our firm. I am told it is under development and will be launched in the near future. This would allow all of the equipment selections and all the specific accessories and options selected to be automatically generated in the Submittal package. No more generic Submittal's where you must go in and annotate each individual sheet to cross out those items you are not providing and checking or circling those items you are providing. The dynamic Submittal would provide and exact document of those items you have priced up in the selection process.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

July 6, 2020

Hi Kim, thank you for taking the time to submit a review of eRep. Making a manufacturer rep's job faster and easier is one of the primary goals of eRep. Zehnder-Rittling's EZSelect uses eRep's selection-submittal features and is integreated with the company's configurator. BCA is in the process of upgrading their versiion to the latest eRep CPQ platform which will be available to reps later this year. The dynamic submittal will be available to FirstCo AE-Air eRep versiion after they complete the submittal implementation process which is in progress. Thank you again for your review! We appreciate your feedback!

AU

Anonymous User

HR Specialist

Warehousing

### "Highly recommended "

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

September 12, 2019

We saw a clear and notable improvement in productivity of our sales reps across our organization once we changed to this program. This is highly recommended.

Pros

This makes everything far simpler, cleaner and more organized for our sales team. It is a clean and easy-to-use program once you learn its capabilities

Cons

As with most programs, there is a bit of a learning curve to this. It is well worth taking the time to learn it though because this program is capable of a lot of things.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

September 17, 2019

Thank you for sharing your comments about eRep. We always enjoy getting feedback from our users. Moreover, we're excited to hear about the productivity improvements for your sales reps and that you highly recommend the product. If you would like to share any additional comments or feedback, we'd love to hear it.

MA

Mazen A.

V.P. Sales and Marketing

Mechanical or Industrial Engineering

### "Great Selection Software"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 19, 2018

BCA had a great platform for product selections. It streamlined our selection, drawing and submittal process, helping improve productivity by our inside sales engineers and made it real easy for our customers and representatives to do selections.

Pros

Functionality. It takes you from selections, to drawings to submittals seamlessly. Easy to go back and change. Also has a reports function that allows us to see who is using it and where.

Cons

Needs practice to get used to various functions

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

PC

Patti C.

Aftermarket Manager

Warehousing

### "Part Store"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 9, 2018

The support system for the eRep (Part Store) has exceeded expectations. The team is very knowledgeable and offers solutions to improve the process/software function ability.

Pros

The software as been developed to allow for easy product select based on our original project. It allows for easy sorting, price grouping discounts, and order placement to our ERP system.

Cons

The system does not allow to copy a previous order to a new order. Some customers are repeat buyers and it would make their order placement quick and less data keying.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

November 28, 2018

Thank you for the review Cathy! That is a great suggestion to copy a previous order to a new quote. We have added that feature in our list of new features for Q1 2019. Thank you!

Tony L.

Vice President of Sales and Marketing

Machinery

### "Take the next step with erep"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 8, 2018

I have worked with BCA on multiple projects and they understand the HVAC industry and what is typically needed. They can provide a turn key "off the shelf" solution or a custom solution to meet your business needs.

Pros

For the user, a very intuitive interface allows easy adaptation and usage. Smart programming minimizes response time so you are not waiting on the program to refresh as you move around. For the manufacturer, a simple backend is the key to long term maintenance without requiring an IT programmer. eRep is quick and simple to maintain; changes can be made and pushed out immediately.

Cons

As with any system, care and planning must be used when progressing through system wide price changes as the system always presents "current" pricing. Holding "old pricing" on a quote after an increase has gone into effect does take some thought and work arounds.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

November 28, 2018

We appreciate the review Tony! You did a fantastic job entering the pricing configuration rules in the configurator for your complex products. Regarding the current pricing, the old pricing is held on a quote until the quote expires on its expiration date. If a user changes a line item on a quote, the new pricing rules are used for that line item. The default quote expiration date is automatically set based upon a setting in the system. We will contact you to get this clarified. Thank you for the feedback!

KM

Kevin M.

VP Sales

Mechanical or Industrial Engineering

### "Overall Happy"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

November 7, 2018

All in all happy with the software and happy with the people of BCA

Pros

Really like the support and the relationship/partnership with BCA

Cons

Wish it was a little more flexible and easier to interface with other platforms

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

November 14, 2018

Thank you for your review! eRep has an open API architecture that can exchange data with just about any other application and platform. Typical integrations include the customer's existing ERP, CRM, and marketing platforms. These interfaces are coordinated based on customer's needs. In most cases, eRep's out-of-the-box APIs work fine with minimal implementation.

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