Experlogix CPQ

Experlogix CPQ is Configure, Price, Quote software built for high-complexity, high-volume quoting. A logic-based rules engine models virtually any product or service ecosystem, while platform-optimized integrations for Microsoft Dynamics 365 and Salesforce let reps quote without leaving their CRM.

The result: less time quoting, more time selling, and orders that operations can actually build.

Key Capabilities

• Guided Product Configuration: A logic-based rules engine handles multi-level products and services with deep dependencies and dynamic calculations. Guided selling gives reps real-time suggestions, pricing validation and error correction.
• Complex Pricing and Margin Control: Handles cost-plus, formula-based, territory, labor and lease pricing, with discount guardrails and approval workflows that protect margins without slowing deals.
• Quote-to-Production Automation: Confirmed orders generate production orders, multi-level BOMs, and routings directly in ERP, including Dynamics 365 Finance, Supply Chain Management, and Business Central. For manufacturers, that can cut quote-to-production errors by 70–90%.
• Product Visualization: Reps and customers see the configured item update as options change, with rich product imagery, templated part drawings, and CAD file generation for technical quotes.
• Automated Quote Delivery: Quotes and proposals generate from predefined templates and go out for e-signature as part of the quoting workflow.
• AI That Accelerates, Rules That Decide: AI speeds up quoting, guided selling, and proposal drafting while the deterministic rules engine remains the authority on what's valid and correctly priced.

Audience & Use Cases

• Audience: Sales reps and estimators, sales and revenue operations, Dynamics 365 and Salesforce administrators, and operations and IT leaders in organizations with complex quoting needs.
• Use Cases: Quoting configurable and engineer-to-order products, standardizing dealer and channel quoting, generating BOMs and routings from won deals, pricing complex service and subscription offerings, and replacing the spreadsheets and custom code that complex quoting usually accumulates.

Technical Specifications

• Core Integrations: Microsoft Dynamics 365 (Sales, Business Central, Finance & Operations, and Commerce), Salesforce.
• Deployment Architecture: Cloud-based and embedded in the CRM, with bi-directional data flow between front-office quoting and back-office ERP.