Experlogix CPQ is a comprehensive Configure, Price, Quote (CPQ) software that enables businesses to streamline and automate the process of configuring complex products or services, calculating accurate pricing, and generating professional quotes. It is designed to handle high levels of product, service, or subscription complexity and integrates deeply with CRM and ERP systems such as Microsoft Dynamics and Salesforce. The solution supports both cloud and on-premises deployment, and is suitable for organizations needing to manage intricate configuration rules, pricing models, and approval workflows. Its visual configuration, guided selling, and automation features help sales teams reduce errors, accelerate deal cycles, and improve customer satisfaction by making quoting faster and more accurate.

Key Features

Powerful Rules Engine Automates and validates configuration choices for error-free quotes.

• Instantly verifies selections using pre-configured logic.
• Reduces manual errors and ensures only valid product combinations.

Robust Pricing Calculator Handles complex pricing models in real time.

• Supports cost-plus, formula-based, territory, lease, labor, and mixed pricing.
• Enables accurate, dynamic pricing and discount management.

Seamless CRM/ERP Integration Deep, bi-directional connectivity with core business systems.

• Integrates with Microsoft Dynamics, Salesforce, NetSuite, and more.
• Synchronizes data and workflows between sales and operations.

Automated Proposal Creation Generates professional, personalized quotes and proposals.

• Uses predefined templates for consistency and efficiency.
• Reduces time spent on manual document creation.

Visual and 3D Configuration Interactive product visualization for complex configurations.

• Provides real-time imagery and optional 3D models.
• Enhances customer engagement and understanding of options.

Guided Selling Step-by-step prompts and recommendations for sales teams.

• Simplifies onboarding and reduces reliance on senior staff.
• Drives upsell and cross-sell opportunities.

BOM and Routing Automation Automates creation of Bills of Materials and routing for manufacturing.

• Supports multi-level BOMs and custom work instructions.
• Ensures accurate production orders from sales configurations.

Approval Workflows Customizable approval processes for quotes and discounts.

• Streamlines management oversight.
• Ensures compliance with pricing and configuration policies.

Benefits

Streamlined Quote-to-Cash Process Reduces time and manual effort from configuration to order.

• Automates complex tasks and approvals.
• Accelerates sales cycles and improves operational efficiency.

Error Reduction and Accuracy Ensures only valid configurations and pricing are quoted.

• Minimizes costly mistakes in orders and production.
• Enhances customer trust and satisfaction.

Sales Productivity and Enablement Empowers sales teams to sell more effectively.

• Reduces onboarding time for new staff.
• Provides real-time insights into sales pipeline and deal stages.

Improved Customer Experience Delivers fast, accurate, and visually engaging quotes.

• Increases engagement with interactive configuration.
• Supports mobile and remote sales scenarios.