Configure, Price, Quote (CPQ)


Regardless how you sell – with your direct sales team, through resellers or B2B/B2C on the web – Experlogix CPQ simplifies your quote-to-order process to help you sell faster and more accurately. For manufacturing organizations, we’ll take your configured order and create sophisticated production orders (BOMs, routings, etc.) in Dynamics ERP or NetSuite automatically.

True Symbiotic Integration

Experlogix editions for Microsoft Dynamics, Salesforce and NetSuite provide unparalleled deep platform integration out of the box.
Users - CRM, ERP and Portal users transition seamlessly to CPQ screens that look and feel exactly like your host application, making training a snap and keeping adoption high.
Modelers - Your implementation team gets point and click access to all host system entities and data elements, making it easy to develop customer or context specific logic, as well as to write configuration data back to host system native entities in exactly the structure and format you need.
System Administrators - Install and connect the system quickly and easily, with no requirement for third party connectors or middleware.
Experlogix’s easy to use API also makes it simple to connect CPQ to any host system, be it CRM, ERP, eCommerce, CAD, custom portal, etc.
Symbiotic Integration


Ditch your current spreadsheet or custom app and make your quoting come alive with our powerful rules engine and flexible UI. Now you can put engineering and pricing expertise into Experlogix CPQ to empower your reps and partners to spend less time quoting and more time selling. As they configure a quote or order, Experlogix immediately verifies the accuracy of each selection and instantly provides intelligent feedback via easy-to-understand pop-up messages and color-coded highlights. Up-sell and cross-sell options deliver more revenue to provide a total solution proposal. You can also configure Experlogix to gather application specific requirements to recommend the best product or service for your customer.
Guided selling

Pricing &

Experlogix handles even the most complex pricing and discounting rules with ease so your reps and partners deliver an accurate price at the highest possible margin each time. If your prices change often, Experlogix provides an intuitive workbench for price logic maintenance. So whether you price on cost plus a markup, use complex formulas and tables, price based by territory, lease calculations or a combination of all, Experlogix has you covered. We even include Excel integration and APIs to pull prices from external systems if needed.
Pricing and discounting


Experlogix adds the “M” to CPQ by providing the most advanced manufacturing capabilities of any CPQ solution available today. Our unique modeling workbench enables product managers and engineers to define component relationships that drive unique combinations of parts, materials, sub-assemblies, routings or lean schedules. New items with dynamic part numbers can be created in your ERP system with the flexibility to leverage existing BOMs and Routes or create new ones. Experlogix also supports Project-based manufacturing in Dynamics AX.

Workflows &

Now your sales team can truly collaborate and eliminate bottlenecks with sales management and engineering by leveraging automated workflow approval requests. Prevent rogue discounting by setting thresholds for max discounts without authorization. Product change requests can route to appropriate team members for fast action and pricing.
Workflows and approvals


Now you can visualize and see your products as you configure them. With Image Compositing in Experlogix CPQ, you can dynamically apply color, texture and much more. Create complex compositions, with layers and effects that dynamically react and display your changes as you make them.


Experlogix CPQ Portal Edition enables you to expand sales to the web by providing the power of Experlogix CPQ within a portal to help customers, prospects and dealers configure custom products and services to meet their unique needs. Experlogix provides unassisted quote and order entry to improve pipeline visibility, increase customer satisfaction and grow your business.
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