Less Time Quoting. More Time Selling.
Free-up valuable time to focus on what truly matters – closing deals and driving sales. Whether you are selling services, subscriptions or make-to-order products, Experlogix CPQ (Configure, Price, Quote) provides a comprehensive, flexible solution to compress sales cycles, increase revenue and profits.

Make Everything Easier to Sell
Available worldwide to Dynamics customers since 2005, Experlogix enables buyers and sellers to deliver highly customized, accurate product and service proposals with deep, native integration to Dynamics 365 (Sales, F&O, Business Central, Commerce). Experlogix helps you consolidate product and service options, rules and pricing into a single intelligent system, eliminating the need for paper catalogs and cumbersome-to-maintain spreadsheets.

Easy To Use Look and Feel
Featuring an intuitive user experience that matches the look and feel of Dynamics 365, Experlogix turns even novice users into expert product or service customization specialists. As reps prepare a proposal, Experlogix provides a helpful guided selling experience, offering real-time suggestions and error corrections - all according to no-code rules you define. Graphics and technical product data can be called up with a single click empowering users to configure the ultimate product or service.

Powerful Rules Engine for 100% Order Accuracy
Experlogix CPQ verifies the accuracy of choices instantly and provides intelligent feedback to guide sales teams to error-free quotes that represent the greatest margin. Configure recommendations for other products or services as well as bundles to help sales teams upsell and cross-sell effectively, driving additional revenue.

Eliminate Rogue Discounting & Protect Margins
Experlogix allows non-technical users to create and maintain sophisticated pricing rules and approval logic 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, our CPQ software handles the most complex scenarios easily, so you deliver an accurate price at the highest possible margin each time. We also include Excel integration and API to pull prices from external systems, in addition to our out-of-the-box integrations with Microsoft Dynamics 365 and Salesforce.

BOM and Routing Automation
Experience Experlogix’s seamless capability to produce complex, multi-level Bills of Materials (BOMs) and product items (or repurpose existing ones) for integration with ERP platforms. Easily drive custom shop floor work instructions while mapping sub-BOM and sub-route attributes for precise calculations of quantities, units of measure, cycle times and more.

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.

Proposal Automation
Send elegant proposals using predefined templates directly from your quoting process, saving time and elevating the customer experience. Document flows can be completely automated, including approvals, signatures and storage.

Cloud Connect: Seamless CRM and ERP Integrations
Why settle for unreliable API calls or basic screen buttons? Experience the power of Experlogix’s deep, bi-directional integration to CRM and ERP platforms with our innovative Cloud Connect technology. Revolutionize your workflow with seamless connectivity that enhances user productivity and efficiency.

Experlogix CPQ includes:

Single sign-on with Dynamics 365 with out of the box entity integration
Out of the box bi-directional integrations with all Dynamics 365 solutions (Sales, F&O, Business Central, Commerce)
Powerful Configure, Price, Quote engine
Full Document Automation including integration with leading e-signature solutions
Guided Selling
Customer and Partner facing options
Complex Bill-of-Material support
Multi-currency, multi-lingual support

Learn more about Experlogix Document Automation software at experlogix.com.

If none of the published plan profiles fit your company’s needs, contact Experlogix for a private offer at appsource@experlogix.com.

https://www.wetransact.io/

Experlogix CPQ (Configure, Price, Quote)

by Experlogix, Inc.