Experlogix CPQ Alternatives

Features

Visual Configuration for Faster Sales

Epicor CPQ goes beyond standard CPQ offerings by enabling interactive product configurators. Your sales team can showcase product options in 2D, 3D, or even augmented reality, creating an engaging experience for customers.Compared to almost any CPQ out there (including Experlogix), Epicor wins in the visualization department.

Deep CAD and Engineering Automation

Epicor can auto-generate technical drawings, CAD files, and BOMs for common CAD platforms like SOLIDWORKS, AutoCAD, Inventor, and Creo, right from a valid configuration. You reduce engineering bottlenecks, shorten quote-to-make, and cut errors that come from manual handoffs.

Rules Engine for Complex Assemblies

The Epicor CPQ “Snap” rules engine is a visual, no-code programming tool admins can use to configure product logic and pricing rules, plus file generation and API calls all in one place. Everything from multi-level assemblies and nested constraints to discount requirements to the manufacturing steps that have to be sequenced is stored within that same backend and executed on for 100% of deals. You can even add profit-based constraints for margin optimization.

B2B Digital Commerce

When you use Epicor CPQ packaged under Epicor Digital Commerce, it powers self-serve configuration on your website or dealer portal, in addition to inside a CRM user’s screen. That matters if you want a true “configure in the browser, buy now, build next” flow.

Dynamic Pricing

Epicor empowers your sales team with dynamic pricing capabilities, allowing them to generate quotes that adjust automatically based on customer selections during the product configuration process. This eliminates the need for manual calculations and ensures real-time accuracy.

User-Friendly Interface

A complex CPQ system can hinder sales force productivity. Epicor CPQ tackles this by offering a user-friendly interface. This simplifies administration and minimizes training time, empowering your sales team to navigate the system quickly and generate quotes easily. 

Operational Benefits

Streamlines Sales and Engineering Alignment

Integrations span Salesforce on the front end and major CAD stacks on the back end. That straddles sales and engineering worlds in a way many CPQs only partially do. Two-way communication means quotes generated by your sales team automatically reflect accurate engineering specifications. This eliminates discrepancies and delays, ensuring production receives the correct information from the get-go, leading to faster turnaround times.

Faster Sales Cycles and Increased Close Rates

Epicor’s visual configuration engine enables your sales team to present visually engaging product configurations in 2D, 3D, or AR. This interactive selling experience translates to faster quote generation and increased close rates.

Reduces Errors and Improves Manufacturing Efficiency

Manual data entry is a recipe for errors, especially in complex manufacturing environments. . Epicor CPQ eliminates this by automatically generating accurate Bills of Materials (BOMs) directly from product configurations. This ensures manufacturing receives precise information from the start, reducing errors and streamlining production processes.

Enhances Profitability

Manufacturing often involves intricate pricing models. Epicor addresses this with advanced pricing rules that account for factors like volume discounts, custom configurations, and material variations. This empowers your sales team to generate highly accurate quotes that reflect the true cost of complex products, maximizing profitability on every sale.

Strengthens Customer Relationships

Equipping your sales team with the right tools is key. Epicor empowers them with visual configuration tools and real-time, accurate quotes. This fosters a more collaborative selling experience where customers actively participate in the design process, resulting in increased customer satisfaction and stronger long-term relationships.

CRM Integrations

Features

Product Selector + Guided Configurator

FPX’s Selector module (often called SCPQ) helps users sift through vast product portfolios (for example, fleets, utility vehicles, or heavy equipment) to find the right base model, then funnel into detailed configuration. Let’s say a dealer or sales rep needs to configure a custom utility truck. The selector asks questions (“What chassis size? What engine class? What attachments?”), filters out incompatible base models, and then feeds into the configurator.

Rules Engine for Configuration, Pricing & Approvals

FPX supports complex configuration logic (component dependencies, variant constraints, compatibility rules), pricing rules (region, channel, volume, customer-specific), and automated workflows/approvals.

Integration and Platform-Agnostic Architecture

FPX platform-agnostic (compared to Experlogix, which works best with Dynamics, Salesforce, and NetSuite). Your ERP (for manufacturing/orders/MRP) and CRM (for quotes/sales) link into FPX CPQ so when a quote is accepted, it triggers order creation, BOM generation, or at least transfers key data. The “platform-agnostic” bit means it’s not locked to one CRM/ERP stack.

Multi-Channel and Dealer/Partner Support

Compared to other Experlogix alternatives, FPX really emphasizes “enterprise CPQ across all channels.” A central product and pricing logic repository supports internal sales teams, partner/distributor networks, and even end customers through web portals. Permissions and view-rights govern dealer access vs. internal. So if you sell through a mix of your own sales channels, plus distributors and end-customer web portals, FPX CPQ gives you that consistency and control you’re looking for.

Industry-Specific Expertise

Focused on the automotive and industrial equipment sectors, FPX offers pre-built product configurations and functionalities tailored to the complexities of these industries. This includes features like handling highly engineered components, managing large order variations, and integrating with specific manufacturing software used in these sectors.

Operational Benefits

Faster Quote Turnarounds and Reduced Errors

FPX streamlines the quoting process for manufacturers with guided selling tools that ensure accurate configurations, minimizing errors and rework. This translates to quicker quote turnaround times, allowing your sales team to close deals faster and stay ahead of competitors.

Analytics, Order Accuracy, and Quote-to-Cash Efficiency

After configuration and quoting, the system pushes validated, build-ready data to production/ERP. That means there’s less “we quoted this, but engineering changed it” rework. Meanwhile, analytics show which configurations are most sold, margin per model, channel performance, and more. Speed and accuracy = fewer lost deals + lower cost of sales + better margin.

Improves Sales Efficiency with Streamlined Workflows

Seamless integration with CRM and ERP systems eliminates the need for complex data entry and switching between platforms. This allows sales reps to access the information they need quickly and efficiently, minimizing disruptions and freeing up time to focus on strategic tasks.

Industry-Specific Expertise for Improved Win Rates

While Experlogix may cater to a broader range of industries, FPX boasts decades of experience in automotive and industrial equipment sales. This translates to a deep understanding of the complexities involved in configuring and quoting these products. With FPX, your sales team has the tools and expertise needed to create winning proposals and close deals more effectively.

Streamlines Configuration Across Channels

Whether a customer interacts with your sales team in person, online, or through a distributor portal, FPX ensures a consistent configuration experience. Its guided selling engine and pre-built configurations for complex products guarantee that valid options are presented regardless of the touchpoint. This reduces errors and ensures all channels are quoting based on the same product data.

CRM Integrations

Key Features

Rules-Driven Logic with Automated Part Creation

Configure One runs on a rules-driven architecture that handles compatibility, dependencies, required vs optional features, variant logic, and even multi-level BOM generation for engineer-to-order or configure-to-order setups. On top of that, it can automatically create new “smart parts” and item records whenever a unique configuration is ordered (a feature we haven’t seen in other CPQs). In other words, the system dynamically generates part numbers, metadata, and item records for that one-off product combination without you having to pre-load your catalog with every possible variant.

Pricing and Quoting Automation

Configure One enables complex pricing models that include cost-based, pricing by configuration, discounts by channel/customer, dynamic pricing, and multi-currency transactions. Quoting features include branded quote/document generation (PDF/Word/XLS), version control, document templates, and automatic insertion of visuals/drawings into quotes. After a buyer accepts a quite, Configure One converts it into an order and pushes BOMs, part numbers, manufacturing routings, and drawings into ERP and production systems.

Real-Time Collaboration and Visibility

It provides real-time data on inventory and lead times, fostering transparency between sales, engineering, and production. This enables smoother order fulfillment and avoids surprises for customers.

Visual Configuration and CAD/3D/2D Integration

Configure One supports real-time visualizations (2D/3D) of product configurations. Users (sales reps or customers) see how their choices alter the product visually. It also integrates with CAD systems to auto-generate drawings/models. For example, once a configuration is approved, the system can trigger generation of a configured CAD model and engineering drawing.

Multi-Channel and Self-Service Capabilities

Customers and dealers/distributors can configure, price, quote online, and even order through their own separate interface, connected to your main rules engine and backend systems. So if your website hosts a “Build Your Machine” feature. A registered dealer logs in, configures via portal, sees dealer pricing, generates a quote, clicks “submit order” and it flows into your backend systems.

Administration, Workflow, and Global Scalability

Business users can maintain the configuration rules, pricing logic, and product catalog without heavy coding. It has additional features like version control, discount approval workflows, and quote versioning. And it excels in global readiness with support for multi-currency, multilingual, large-scale product portfolios. As your business expands internationally, it’s one of the safest alternatives you can pick.

Seamless Integrations and Customization

Configure One integrates with various business applications and offers customization options. This allows manufacturers to tailor the CPQ experience to their specific needs, exceeding the potential limitations of a less adaptable solution like Experlogix.

Operational Benefits

Reduces Quote-to-Production Lead Times

Configure One’s integrated CAD Automation automatically generates fully configured 3D models, sales drawings, and production drawings directly from your CPQ configuration. No more waiting for engineers to manually create drawings – Configure One does it for you in seconds.

Boosts Efficiency and Eliminates Errors

Sales reps can showcase stunning 3D models to customers, enhancing product understanding and closing deals faster. Production teams receive accurate drawings with the exact configuration details, eliminating errors and rework.

Reduces Complexity

It streamlines critical engineering and sales workflows. By automating the configuration process, engineers can focus on what they do best – designing innovative products. Likewise, sales reps can ditch the mountains of paperwork. Configure One streamlines quote generation, enabling them to spend more time assisting customers and closing deals. Accurate quotes are generated instantly, eliminating the need for manual calculations.

Enhances Customer Experience

Impress your customers with immediate access to fully configured 3D models directly in their browser. This level of transparency builds trust and confidence throughout the sales process.

Streamlines Approval Workflows

Configure One empowers you to establish automated approval workflows based on pre-defined parameters. Discounts that fall within set guidelines are automatically applied, eliminating the need for back-and-forth communication and delays. For larger discounts or those exceeding pre-set thresholds, the system can route them to the appropriate manager for swift review and approval. This creates a balance between efficiency and control, significantly speeding up the sales cycle.

CRM Integrations

Key Features

No-Code Solution

DealHub operates in a no-code environment, empowering sales, operations, and pricing teams to configure product rules, pricing logic, and workflows themselves without IT dependencies or custom development.

DealRoom

With DealRoom, DealHub’s capabilities extend beyond quotes to create a unified sales experience. Sales teams craft customized digital sales rooms for each deal, centralizing proposals, technical specifications, contracts, and communication with stakeholders. For both sellers and buyers, this streamlined approach eliminates information silos and fosters smoother collaboration throughout the sales cycle.

Guided Quote Configuration with Smart Filters

DealHub is one of the most extensible platforms for building sales playbooks and guided selling flows for complex manufacturing products. You can design exactly how sales reps move through product/component selection, filter invalid combinations based on compatibility rules, and ensure configurations meet technical specifications.

Adaptive Pricebook with Flexible Pricing Models

DealHub handles the most complex manufacturing scenarios, including bill of materials (BOM) management, component dependencies, technical compatibility rules, and engineer-to-order customization. The platform validates configurations in real-time, ensuring every quote reflects buildable, deliverable products while accounting for manufacturing constraints and lead times.

Multi-Dimensional Pricing Engine

DealHub supports sophisticated manufacturing pricing models, including volume-based pricing, quantity breaks, customer-specific pricing agreements, regional variations, distributor/dealer pricing tiers, promotional pricing, and project-based milestone billing. The platform handles complex pricing scenarios, including raw-material cost fluctuations, currency variations for global operations, and bundled product-plus-service offerings.

Real-Time Pricing Optimization

DealHub’s AI-assisted pricing engine dynamically adjusts quotes based on current inventory levels, material costs, production capacity, and customer-specific agreements. Sales teams get real-time guidance on optimal pricing that protects margins while remaining competitive, eliminating guesswork and manual price lookups.

Automated Approvals and Discount Management

Configure multi-level approval workflows based on discount thresholds, deal size, product margins, or customer classifications. DealHub automatically routes quotes requiring approvals to the appropriate stakeholders (sales management, pricing teams, operations) while maintaining complete audit trails for pricing decisions and exceptions.

Partner and Channel Quoting + Deal Desk Dashboard

DealHub supports distributor, dealer, and channel partner quoting with controlled catalog access and tiered pricing structures. Partners log into a portal, select from approved product catalogs, and generate quotes that flow through channel pricing rules and approval workflows. The Deal Desk dashboard provides complete visibility into all partner quotes, approval statuses, and bottlenecks across your distribution network.

DealHub AI Capabilities

One of DealHub’s unique differentiators is its embedded AI throughout the quoting process. AI-powered quote generation auto-builds compliant quotes aligned with product rules, pricing guidelines, and approval policies. The Revenue Insights Assistant monitors quoting activity, surfaces recommendations based on historical patterns (“This product bundle typically wins in this industry segment”), and generates analytics tracking win rates, pricing effectiveness, and pipeline health. The Buyer Assistant enables real-time conversations with buyers, providing technical specifications, case studies, and guided next steps. Natural language quote configuration lets you generate quotes from prompts (“Create a quote for Model X500 with enhanced controls and installation services”). AI-powered dashboards highlight deal health, approval bottlenecks, pricing patterns, and discount trends.

API-First Architecture for Digital Commerce

DealHub’s headless architecture provides comprehensive REST APIs and webhooks that enable custom experiences without compromising backend governance. Users can build branded customer portals, embed product configurators in e-commerce interfaces, or integrate with manufacturing execution systems, supporting direct sales, channel sales, and digital commerce through a single governed platform.

Seamless Integrations

DealHub integrates natively with leading CRM systems (Salesforce, HubSpot, and Microsoft Dynamics 365) and ERP platforms, ensuring your quoting solution functions cohesively within your existing technology stack. Bidirectional data flow synchronizes product catalogs, pricing, inventory levels, and order data, eliminating silos and maintaining accuracy throughout the quote-to-order process.

Operational Benefits

Faster Implementation and Lower Cost

DealHub is known for quick deployment and affordable pricing. Its intuitive configuration reduces implementation timelines from months to weeks, while eliminating the need for extensive custom development, reducing upfront costs and ongoing maintenance overhead.

Accelerates Quote-to-Order Cycles

DealHub’s streamlined workflows and intelligent configuration guidance enable sales teams to generate complex manufacturing quotes in minutes instead of hours or days. Guided selling ensures technical accuracy from the first quote, while automated approvals eliminate delays. Manufacturing companies report quote generation times reduced by 50-90% compared to manual processes or legacy systems.

Improves Quote Accuracy and Reduces Errors

By enforcing product rules, compatibility constraints, and pricing guidelines automatically, DealHub virtually eliminates configuration errors that lead to unbuildable quotes, incorrect pricing, or fulfillment issues. Sales teams quote with confidence knowing every configuration is technically valid and manufacturably feasible.

User-Friendly for Complex Products

Despite handling sophisticated manufacturing requirements, DealHub prioritizes intuitive interfaces that sales reps can master quickly, even with limited technical training. This focus on usability significantly reduces onboarding time compared to more complex enterprise CPQ solutions while maintaining the power to handle intricate product configurations.

Protects Margins and Pricing Discipline

Real-time margin visibility, automated discount controls, and AI-powered pricing recommendations help sales teams optimize every quote. DealHub ensures pricing consistency across sales channels, prevents margin erosion from excessive discounting, and captures the full value of your products.

Supports Multi-Channel Sales Complexity

Whether selling through direct sales teams, distributors, dealers, OEM partnerships, or digital commerce, DealHub manages every channel through a single governed platform. Channel-specific pricing, product availability rules, and approval workflows operate with consistent logic while accommodating unique requirements for each sales motion.

Streamlines Approvals and Collaboration

DealHub automates quote approvals and fosters collaboration between sales, pricing teams, operations, engineering, and finance stakeholders. This eliminates bottlenecks, ensures technical and commercial alignment, and accelerates deal cycles, particularly critical for complex, engineer-to-order manufacturing scenarios.

Simplifies Tech Stack and Integration Overhead

DealHub consolidates quoting, pricing, product configuration, contract generation, and order processing into one unified system that integrates seamlessly with your CRM and ERP. This reduces the complexity of maintaining multiple disconnected tools, minimizes integration costs, eliminates data synchronization issues, and provides a single source of truth for product, pricing, and quote data.

CRM Integrations

Key Features

Data-Driven Sales with Infor Birst® Integration

Infor CPQ seamlessly integrates with Infor Birst®, a powerful business intelligence and analytics platform. This integration empowers manufacturers with real-time insights into sales data, customer behavior, and market trends. 

Advanced Visualization

Infor lets users see the product in 2D or 3D as they choose options, colors, or components. It also incorporates augmented reality experiences. Pick a different motor? The housing resizes. Add a door or change a finish? You see it instantly.

Rules-Driven Intelligent Configuration

Behind the visuals sits a deep configuration engine. Infor CPQ uses rules and constraints to stop reps (or customers) from creating impossible combinations. It also auto-suggests compatible options, adds required components, and adjusts pricing dynamically as you build. When you connect it to your manufacturing data, it’ll also show the user real-time inventory levels and lead times.

Multi-Channel Selling

Internal reps, dealers, distributors, and self-service buyers use the same product logic and pricing database. Dealers get their own branded portals with pre-set rules, while end customers can use an online configurator to build and price products themselves.

Automated, Branded Document Generation

When it’s time to deliver a quote, Infor CPQ automatically builds a professional proposal, complete with your logo, visuals, terms, pricing, and everything else. It pulls in all the data from the configuration so what’s on paper actually matches what’s being ordered. And of course, you can edit it until it’s perfect.

Deep Integrations and Analytics

Infor CPQ connects naturally with Infor LN, M3, and CloudSuite, but it also plays nicely with Salesforce, Dynamics, and other major CRMs. On the engineering side, it integrates with CAD tools like SOLIDWORKS, Creo, and Autodesk to generate accurate drawings automatically. And Infor Birst analytics gives you reporting on quote performance, product mix, and pricing trends.

Operational Benefits

Faster, More Accurate Quotes

With Infor, sales reps can configure complex products with ease, eliminating delays and errors that can derail deals. Automated pricing ensures consistent and competitive quotes, giving you an edge over competitors.In fact, one Infor customer saved ~$100,000 per year by eliminating rework, order errors, and manufacturing delays with Infor CPQ’s rules engine and visual configurator.

Enhanced Customer Experience

Visual configuration tools and self-service options empower customers to explore options and tailor solutions to their specific needs. This fosters a sense of ownership and satisfaction, increasing deal closure rates.

Streamlined Approvals

Automated workflows ensure quotes reach the right people for approval quickly. This eliminates bottlenecks and keeps deals moving forward, allowing you to capitalize on buying momentum.

Improved Upselling and Cross-selling

Infor CPQ helps identify relevant add-on products and services during configuration. This empowers sales reps to present a more comprehensive solution, maximizing deal value and increasing win rates.

Data-Driven Sales Strategies

Integration with Infor Birst® provides real-time insights into customer behavior and market trends. This allows you to tailor quotes, identify upselling opportunities, and develop data-driven sales strategies, ultimately leading to more wins.

CRM Integrations