Experlogix CPQ Overview

A CPQ system like Experlogix makes it easier for manufacturers to configure and price their products while providing accurate quotes to their customers.

Experlogix CPQ is designed to help manufacturers configure and price their products more efficiently while providing customers with accurate quotes. Experlogix CPQ enables sales teams to generate quotes in Salesforce and Microsoft Dynamics CRM and 365 Sales, then send them to production through ERP integration for a streamlined quote-to-manufacture process.

Why this product is good

Positives for Experlogix CPQ Software

  • Image Compositing in Experlogix CPQ allows users to see how products will look during configuration, as they change colors and textures. With this tool, you can create complex compositions with layers and effects.
  • Experlogix’s design center allows sales reps to configure products without coding. Orders can be created dynamically, reducing errors in quoting and production.
  • The unique modeling workbench enables product managers and engineers to define component relationships that drive unique combinations of parts, materials, sub-assemblies, or routings. This makes it easy for you to customize your products to meet the specific needs of your customers.

Product Details

What is Experlogix CPQ?

Experlogix CPQ is a powerful, comprehensive solution that provides businesses with the tools they need to accurately and quickly configure and quote complex products and services. Experlogix CPQ has numerous features that enable businesses to control their entire quoting process from start to finish.

Features include:

  • Visual configuration with product imagery in a 2D or 3D interface
  • Guided selling
  • Rules-based pricing and discounting
  • Automated and personalized documentation
  • Quoting and ordering
  • Approval workflows
  • Automated BOM generation and routing
  • Integration with CRM, ERP, and eCommerce platforms

Visual configuration: Experlogix CPQ helps sales reps, resellers, and customers configure complex products with a dynamic quoting and ordering experience that shows changes as they are made.

Guided selling: Experlogix not only checks the accuracy of each selection a sales rep makes in real-time, but also provides feedback regarding those selections. The messages are delivered via pop-ups that are easy to understand, and the highlights are color coded for additional clarity.

Logic-based pricing and discounting. Experlogix’s intuitive guided platform enables users to establish complex rules and formulas, no technical skills needed. It effortlessly handles diverse pricing strategies – from cost-plus-markup to territory-based or lease calculations – ensuring accurate pricing and maximum profit margins every time. It also features Excel integration and an API for external price retrieval.

Automated and personalized documentation: Create accurate quotes, proposals, BOMs, shop orders, and change orders.

Quoting and ordering: Experlogix offers a streamlined quote configuration and order entry process. It prevents users from selecting the wrong configuration options, reducing quote and order mistakes. In addition, the platform helps determine product costs and margins per order.

Approval workflows: With built-in pricing and engineering approval workflows, manufacturers can streamline their sales process and speed up the sales cycle. By setting thresholds for maximum discounts, you can prevent unauthorized discounting. Product change requests can quickly route to the right team members for approval.

Automated BOM generation and routing. Experlogix lets you create and reuse product items and BOMs, and dynamically add assemblies and items across unlimited BOM levels. It also incorporates routing steps like custom instructions and maps sub-BOM attributes, including quantities and units, while calculating sub-route attributes like cycle and queue times.

Out-of-the-box integrations: Experlogix offers certified integrations with Microsoft Dynamics solutions including 365 Sales, 365 FO/AX, 365 BC/NAV, and Commerce, as well as Salesforce and NetSuite.

1/18/2024 Update
Based on capterra.com

What are the advantages of using CPQ?

Experlogix CPQ’s Benefits

Experlogix CPQ is a powerful solution that provides businesses with the tools they need to accurately configure and quote complex products and services quickly and efficiently.

Benefits of Experlogix CPQ include:

  • Streamlines the entire quote-to-cash process
  • Product rules engine is easy to set up
  • Simplifies the configuration of complex products
  • Reduces errors in production orders
  • Easy to modify business logic to sync with complex pricing models
  • Improves sales and engineering collaboration
  • Integrates with many CRM, ERP, and eCommerce systems
  • Visibility into sales pipeline to determine deal stages
1/18/2024 Update
Based on capterra.com

What industries are CPQ solutions best suited for?

Experlogix CPQ for Industries

Experlogix CPQ is specifically designed to address the quoting challenges that Manufacturing, Equipment, and Consumer Goods companies face. Here’s how it caters to them:


Complex Configuration Management: Manufacturers often deal with products with various options and components. Experlogix CPQ allows defining valid product configurations, ensuring sales reps only offer feasible combinations and preventing quote errors. 

Bill of Materials (BOM) and Variant Management: Many manufacturers have slight variations impacting the bill of materials. Experlogix CPQ can manage these variations within product configurations, ensuring accurate costing and material allocation during quoting.

3D Visualization: For manufacturing companies, showcasing product configurations visually can enhance the customer experience. Experlogix offers optional 3D visualization capabilities, allowing customers to see their configured product before finalizing the quote.


Product Configuration: Equipment manufacturers often deal with complex products with various options and configurations. Experlogix CPQ enables them to define these options and their dependencies, allowing for accurate configuration and pricing during quoting.

Variant Management: Equipment manufacturers must manage different product variants and versions. Experlogix CPQ offers a rules-based configuration engine to ensure valid variant options are available.

Rules-based Pricing and Discounting: Experlogix CPQ allows setting up rules to automatically calculate prices based on the chosen configuration. This can include factors like base price, options pricing, volume discounts, and custom markups.

Consumer Goods

Real-Time Inventory Visibility (with Integrations): Consumer goods manufacturers often manage dynamic inventory levels. Integrating Experlogix CPQ with inventory management systems and ERP platforms allows for real-time stock checks during configuration, ensuring quote accuracy and avoiding overselling.

Visual Configuration: This feature allows customers to see product variations in 2D or even 3D, helping them visualize different options and configurations. This is especially useful for consumer goods with customizable features or colors.

Mobile Accessibility: Experlogix offers mobile accessibility so salespeople can configure products and generate quotes while on the go, improving efficiency in field sales.


Experlogix CPQ Pricing

The price of Experlogix CPQ is not published online. Contact their sales department for a custom quote.

Is there anyone else out there?

Competitors and Alternatives for Experlogix CPQ

There are several competitors to Experlogix CPQ, each with its strengths and weaknesses. At the enterprise level, businesses need features like advanced pricing and configuration abilities, scalability, and team collaboration. Other essential factors include price, integrations, ease of use, and customer support.

Top 3 Experlogix CPQ Alternatives

Infor CPQ

Infor CPQ software not only automates manufacturers’ sales and engineering processes but also allows sales and engineering teams to focus more on new product development. The software is easy to configure for complex products and makes self-service quoting and ordering available. The visual configurator produces dynamic images, drawings, and CAD models, creates personalized proposals, and can be accessed anywhere at any time on any device.

DealHub CPQ

Part of the DealHub Platform, DealHub CPQ has a user-friendly interface with 24/7 customer support. With DealHub CPQ, you can quickly configure quotes that fit each customer’s need perfectly and are sent to your CRM automatically. Quotes can be generated in various formats, such as DealRoom, PDF, Word, or Excel, making them compatible with any device or platform. Guided selling and automated approval workflows help sales teams close deals faster.

Epicor CPQ

The Epicor CPQ software helps companies automate their sales-to-manufacturing process. With interactive product configurators, buyers can easily configure products visually in 2D, 3D, or augmented reality. Automatic quote generation can immediately provide multiple production departments with the accurate information needed to manufacture the product. It integrates with many CRM, ERP, CAD, and PLM systems.

Valuable Insight From Real Customers

Gartner Peer Insights

Experlogix has a rating of 4.6 out of 5 stars on Gartner Peer Insights. In their reviews, users note the software’s ease of integration with CRM and ERP solutions and good customer support. However, some users mention that the UI could be improved.

The reviewers and customer demographics are as follows:

Reviewer’s Company Size

  • Less than $50M: 60%
  • $1B-$10B: 40%

Reviewer’s Industry

  • Manufacturing: 40%
  • Construction: 20%
  • Consumer Goods: 20%
  • Travel and Hospitality: 20%

Reviewer’s Deployment Region

  • North America: 43%
  • Europe, Middle East, and Africa: 29%
  • Asia/Pacific: 14%
  • Latin America: 14%

Gartner Peer Insights affirms that Experlogix is flexible and easy to use as cited by the featured review on their site.

28/11/2023 Update


Common Questions and Answers

What are the benefits of Experlogix?

Experlogix CPQ (Configure, Price, Quote) offers a range of advantages for businesses in the sales and quoting domain. One key benefit is the streamlined configuration process, enabling users to configure complex products or services with precision easily. This reduces errors in the quoting process and ensures consistency across configurations.

Additionally, Experlogix CPQ facilitates dynamic pricing based on product configurations, discounts, and promotions, optimizing pricing strategies for increased profitability. Its integration capabilities provide a unified platform by seamlessly connecting with other business systems like CRM and ERP, offering a holistic approach to sales and operations management.

Another significant advantage is the improved efficiency in the quoting process. Experlogix CPQ automates quoting tasks, saving valuable time and resources. This automation results in the quick generation of professional and accurate quotes, contributing to overall operational efficiency. Moreover, the system enhances visibility into product availability, pricing rules, and discount structures, empowering sales teams to make informed decisions. By reducing errors through enforced business rules and validations, Experlogix CPQ ensures that quotes align with company policies, increasing customer satisfaction and a positive overall customer experience.

What level of customization is possible with Experlogix CPQ?

Experlogix CPQ has a “no-code” configuration suggesting that customization is possible without needing to write code. This could involve drag-and-drop functionalities or pre-built options for common configurations. Customized business rule and customizable workflows enable configurability for business-specific needs. This could involve customizing the quote approval process, adding custom fields to quotes, or tailoring the software to specific product data structures.

Can Experlogix handle complex product configurations?

Experlogix CPQ is well-suited for handling complex product configurations, allowing product and engineering teams to define and manage products and product variations. Additionally, Experlogix offers features that support complex configurations. Their “rules engine” allows defining dependencies between components, ensuring configurations are valid and feasible. Functionalities like creating Bills of Materials (BOM) and routings, crucial for managing complex products with various components and assembly processes, are features of the software.

CPQ Integrations