eRep 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

eRep

4.5

(6)

Pricing

Starting at $75.00 per month

About eRep

eRep CPQ is a cloud-based configure price quote (CPQ) solution designed for businesses across various industries such as HVAC, plumbing, fire protection, electrical, control industrials, and more. Key features include approval workflows, a product configuration tool, proposal generation, custom dashboards, and guided selling.

eRep CPQ provides sales and customer support teams with various tools that help them to track opportunities, prepare quotes, perform engineering selections, and submit products. The solution features sales forecasting capabilities that help management to plan for changes in seasonal and economic demand cycles. It also provides consultants with tools to select, design, and specify products for jobs.

Additionally, eRep CPQ features ROI sales tools and supports integration with various third-party applications such as SAP, Intuitive, Fourth Shift, Microsoft, Salesforce, and more.

Pricing is on a monthly subscription basis. Support is available via phone, email, and other online methods.

eRep Screenshots

eRep Pricing and Plans

Starting price: $75.00 per month

Free Trial

Free Version

Basic

$75.00

per user, per month

No plan information available

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eRep Features

Popular features found in Workflow Management
Access Controls/Permissions
Alerts/Notifications
Approval Process Control
Collaboration Tools
Compliance Tracking
Document Management
Drag & Drop
Forms Management
Reporting/Analytics
Search/Filter
Third-Party Integrations
More features of eRep
2D Drawing
3D Digital Asset Management
Activity Tracking
API
Approval Workflow
Automated Quoting
Catalog Management
Channel Management
Client Portal
Configuration Management
Contact Management
CRM
Customer Segmentation
Customizable Branding
Data Import/Export
Data Visualization
Discount Management
eCommerce Management
Email Management
ERP integration
For Customer Use
Forecasting
For Internal Use
Guided Selling
Multi-Currency
Multi-Location
Order Management
Price and Cost Calculations
Price/Margin Management
Pricing and Cost Calculations
Pricing Management
Product Configurator
Proposal Generation
Quotes/Estimates
Real-Time Analytics
Real-Time Data
Real-time Product Visualizations
Real-Time Reporting
Rule-based Configuration
Sales Automation
Sales Order Management
Sales Reports
Sales Trend Analysis
Self Service Portal

eRep Integrations

SAP Business One

Microsoft Excel

Dynamics 365

HubSpot Marketing Hub

Salesforce Sales Cloud

Microsoft Outlook

See all 10 integrations

eRep User Reviews

Overall Rating

4.5

Ratings Breakdown

50%

Secondary Ratings

Ease of Use

4.3

Value for money

4.4

Customer support

4.8

Functionality

4.5

Have you used eRep and would like to share your experience with others?

Tony L.

Verified reviewer

Machinery

51-200 employees

Used daily for more than 2 years

Review source

Reviewed November 2018

Take the next step with erep

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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!

Replied November 2018

Kim K F.

Verified reviewer

Mechanical or Industrial Engineering

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed June 2020

eRep Selection Software Rating

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!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to eRep

We still use the EZ Select software selection program for Cabinet Unit Heaters, Unit Heaters, Finned Tube Radiation, Convectors and Radiant Ceiling Panels. We switched to AE-Air eRep selection software for the Fan Coil selections.

Vendor Response

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!

Replied July 2020

Kevin M.

Mechanical or Industrial Engineering

501-1000 employees

Used weekly for more than 2 years

Review source

Reviewed November 2018

Overall Happy

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Vendor Response

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.

Replied November 2018

Patti C.

Warehousing

51-200 employees

Used daily for more than 2 years

Review source

Reviewed November 2018

Part Store

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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!

Replied November 2018

Mazen A.

Mechanical or Industrial Engineering

11-50 employees

Used daily for more than 2 years

Review source

Reviewed November 2018

Great Selection Software

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Verified

Reviewer

Warehousing

1001-5000 employees

Used weekly for less than 6 months

Review source

Reviewed September 2019

Highly recommended

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.

Ratings Breakdown

Ease of use

Functionality

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.

Vendor Response

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.

Replied September 2019

Showing 1 - 6 of 6 Reviews