Configure, Price, Quote (CPQ)

Simplify and speed up your quote and order processes to help your sales representatives sell faster and more accurately.

What is CPQ?

Configure, Price, Quote, or CPQ, is a business software used in the B2B industry that enables sales teams to quote complex configurable products and services with accuracy. CPQ controls product and service options, available feature combinations, pricing and discounting, and automates quote processes, helping sales representatives quote fast and sell right – every time.

Features to accelerate your quote processes

Regardless how you sell – directly with your direct sales team, via resellers or B2B/B2C on the web – the Experlogix CPQ product simplifies and accelerates your quote-to-cash processes through powerful and comprehensive yet simple-to-use capabilities, helping you sell at the speed of now and increase revenue.

Front-to-back-office processes

A seamlessly integrated quote-to-manufacture solution, Experlogix CPQ lets you build sophisticated quotes in Microsoft Dynamics 365 Sales and CE/CRM or Salesforce, and push the entire manufacturing production order to your ERP platform. You can access our solution directly within Dynamics 365 FO/AX, Dynamics 365 BC/NAV or NetSuite, and experience intuitive product configuration.

Efficient approval workflows

Your sales team can efficiently collaborate and eliminate bottlenecks with sales management and engineering by leveraging automated workflow approval requests. Prevent rogue discounting by setting thresholds for maximum discounts without authorization. Product change requests can route to appropriate team members for fast action and pricing.

Logic-based pricing and discounting

Experlogix provides an intuitive, wizard-driven workbench for pricing and discounting configuration, allowing non-technical users to create and maintain sophisticated rules and formulas without programming expertise. Whether you price on cost plus a markup, use complex formulas and tables, price based on territory, lease calculations or a combination of all, we handle the most complex scenarios with ease, so your sales representatives deliver an accurate price at the highest possible margin each time. We also include Excel integration and API to pull prices from external systems if needed.

Dynamic product visualizations

You can visualize products during configuration, as options and colors are changed. With Image Compositing in Experlogix CPQ, you can apply different colors and textures, and create complex compositions with layers and effects; your changes are dynamically displayed as you make them, improving experience for both resellers and customers.

Guided selling

As sales representatives configure a quote or order, Experlogix verifies in real-time 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 messages guide users to recommendations to provide a total solution proposal that increase revenue. You can also configure our CPQ solution to gather application-specific requirements to recommend the best product or service for your customers.

On-demand BOM and routing

Experlogix can produce new product items and BOM, or reuse existing ones. Each Assembly and Item on a BOM can be dynamically added with an unlimited number of BOM levels. Routing steps can be added in the same manner – e.g. custom shop floor work instructions. Sub-BOM attributes can be mapped to Experlogix, allowing you to set quantities, units of measure, notes, etc. Sub-route attributes like cycle time, move time, queue time, and others can also be calculated by our solution.

Advanced manufacturing capabilities

Experlogix adds the “M” to CPQ by providing the most advanced manufacturing capabilities. Our unique modeling workbench enables your 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 BOM and routings, or create new ones. We also support Project-based manufacturing in Microsoft Dynamics 365 FO/AX.

e-Commerce platform integrations

Companies focused on e-commerce are challenged to offer online customers complex product lines, that are often tailored or configured. Experlogix CPQ provides connections to leading e-commerce platforms such as Dynamicweb, Sana and others, to power up order processing, production and fulfillment, and create an exceptional customer experience.

Advanced quote generation for CPQ

An advanced feature of our CPQ solution, the quote generation functionality powered by Xpertdoc allows you to create, generate, manage, deliver, and e-sign highly personalized, accurate and compelling quotes and proposals, through automated and consistent processes. So you can deliver tailored documents faster than your competitors and better engage with your customers.

CPQ Portal Edition to sell faster online

The CPQ Portal Edition enables you to expand sales to the web by providing the power of Experlogix capabilities within a portal, to help your online customers, prospects and dealers easily configure custom products and services that meet their unique needs. We offer self-service quote and order entry with guided, pre-configured options and controls, which accelerates sales cycles, improves the bottom line and increases customer satisfaction.

Unparalleled integrations to top CRM and ERP

Experlogix CPQ solutions bring unparalleled out-of-the-box and certified integrations to the industry-leading platforms Microsoft Dynamics, Salesforce and NetSuite. Our deep CRM and ERP integrations let you handle the most complex CPQ requirements and streamline your quote processes within your existing system to generate real ROI.

CPQ for Dynamics 365 Sales and Customer Engagement/CRM

Empower your sales representatives with robust product and price configuration capabilities enabling them to quickly turn quotes into production-ready orders and increase revenue.

CPQ for Dynamics 365 Finance and Operations/AX

Handle complex product and price configurations with ease, and create BOM and routings with a single click, to accelerate the delivery of tailored quotes and boost profitability.

CPQ for Dynamics 365 Business Central/NAV

Leverage deep, flexible interactions with Production Orders, and on-demand BOM and routing creation, for improved efficiency and accuracy in quote and order processing.

CPQ for Salesforce

Allow your sales team to quickly and accurately configure and price sophisticated quotes and proposals, and close more deals faster.

CPQ for NetSuite

Customize and deliver complex quotes and orders with accuracy, leveraging powerful CPQ capabilities that simplify and streamline your quote and order processes.

Ready to sell at the speed of now?