CPQ software for the HVAC+R industry

HVAC+R systems involve a wide range of components — pipes, valves, ventilation ducts, control systems—that need to be configured correctly to ensure the system functions optimally. Hive CPQ simplifies the process by allowing your sales teams and technicians to:

• Configure products based on real-time constraints. The CPQ contains updated standards and regulations, guaranteeing your systems are compliant with the latest obligations.

• Easily link it to your PLM or PIM systems for live product updates, and even search serial numbers for a perfect match.

• Automate price calculations, including installation costs and optional add-ons like extra ducts or controllers.

• Provide instant, accurate quotes that factor in real-time costs, supplier discounts and markup.

• View all your dealers’ quotes in your own CRM to optimize follow-up with a comprehensive overview.

Visualizing complex HVAC+R setups helps customers and installers avoid mistakes. Hive CPQ’s visual configurator contains:

• Adjustments in real-time, so customers and installers can see exactly what they’re buying, reducing miscommunication.

• Detailed product views, showing how all components (like ducts, valves, or pipes) fit together to help guide customers and team members, and eliminate erroneous orders.

• Impressive, interactive 3D representations that improve customer experience and enhance their personalized quote.

Getting the right parts for installation maintenance can be tricky. Sizing, availability, dependencies… A lot can go wrong. The integrations and product store in Hive CPQ solve that problem in a number of ways.

• Sync with ERP systems for real-time price updates, stock availability, and order management, ensuring a smoother workflow.

• The interactive product store provides a webshop-like environment where you can sell items like tubes, screws, corner tubes, tape, flow regulators and more.

• Use serial number searches and exploded views to sell the right spare parts without fail.

• Use detailed technical drawings of the entire system to provide more information about the inner workings, and get clients on board with thorough and transparent communication.

Finally, clients, partners, distributors and any other collaborators can easily manage product configurations and share technical information with you using CPQ.

• Improve first-time accuracy with error-free bills of materials (BOMs), bills of labor (BOLs), installation plans, and comprehensive documentation essential for installers to quickly identify the required parts.

• Easily collaborate with multiple distributor lines, from manufacturers to fabricators, and, finally, dealers and end-of-the-line sales.

• Generate tailored and clean technical files based on your custom configuration.

By automating manual processes like quoting, order management, and pricing, Hive CPQ speeds up the sales cycle.

• Creating quotes and proposals with the CPQ will save up to 70% of the time spent and saves money, even with the added costs of the CPQ software.

• The efficiency you gain from your CPQ, provides an edge in competitive price negotiations. You’ll offer the best price without eating away at your margins, and you can even highlight the CPQ as a USP that streamlines your operations.

• Any HVAC+R technician can learn the CPQ in no time thanks to the user-friendly interface, streamlining maintenance and reducing the number of visits to a work site.

Fewer returns and service issues lead to customer loyalty and advocacy, and return business in the long run. The precision offered by Hive CPQ reduces errors during HVAC+R installations and better prepares field technicians for smoother service. You’ll get:

• Quicker job completion times, thanks to accurate pre-installation data and more efficient project management.

• Improved customer satisfaction due to clear communication and faster project execution.

• The customizable configurator elevates your product simulations and immerses clients into the benefits of their new system. It builds trust and shows transparency, the first step in a long-term relationship.