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Experlogix CPQ

Experlogix CPQ

4.6
(34)

Experlogix Configure, Price, Quote (CPQ) solution features an intuitive configuration environment that turns even novice users into expert product customization specialists.

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Experlogix CPQ Features

Configuration

Product Catalog

Allows users to search, filter, sort and select items to be added to quote

87%
(Based on 25 reviews)

Guided Selling

Based on answering questions about customers the configurator automatically selects the best fit products

86%
(Based on 23 reviews)

Configuration Rules

Rules ensure that users select only compatible options and that all required items are included

89%
(Based on 31 reviews)

Configured Pricing

Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

89%
(Based on 28 reviews)

Visual Configuration

Images can be displayed of options to enable users to visualize product options as it is being configured

88%
(Based on 26 reviews)

Ease of Use

Configurator guides users through process visually; no significant training required

90%
(Based on 32 reviews)

Pricing

Pricing Flexibility

Ability to support multiple pricing models for one-time, recurring, and other items

88%
(Based on 24 reviews)

Discounting

Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

85%
(Based on 16 reviews)

Commerical Rules

Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

86%
(Based on 17 reviews)

Terms and Conditions

Ensure that users automatically include the right terms based on items being quoted

84%
(Based on 15 reviews)

Approval Workflow

Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

84%
(Based on 11 reviews)

Renewals

Allows users to renew existing contracts based on contracted pricing and existing assets already owned

85%
(Based on 10 reviews)

Quoting

Grouping

Ability to easily group items on quotes; apply and manage discounts and pricing by group

89%
(Based on 16 reviews)

Versioning

Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

88%
(Based on 14 reviews)

Quote Document Generation

Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

86%
(Based on 18 reviews)

Document Customization

Users can customize quote with supporting documents, comments, cover letters for each customer.

82%
(Based on 19 reviews)

Ordering

Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

89%
(Based on 19 reviews)

Contracts

Ability to convert accepted quotes into contracts; set up of required assets and contracts

88%
(Based on 10 reviews)

Admin

Configuration Ease of Admin

Easily build and maintain configurator; flexibility to easily embed all desired business logic

87%
(Based on 27 reviews)

Pricing Administration

Can easily build and maintain pricing logic required by business

87%
(Based on 24 reviews)

Workflow Management

Easily build and maintain workflows, misc commercial fields, commercial rules

85%
(Based on 15 reviews)

Document Admin

Ability to easily build and maintain quotes, contracts, and other document outputs

82%
(Based on 13 reviews)

Channels

Mobile User Support

Supports users working on a mobile devide (phone and/or tablet)

75%
(Based on 12 reviews)

Offline Support

Provides ability to enable sales rep to use Configure, Price and Quote while disconnected from the internet

78%
(Based on 12 reviews)

Channel Partner Support

Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

74%
(Based on 12 reviews)

eCommerce

End customer users can configure, price, and buy products in a self service environment online

78%
(Based on 8 reviews)

Platform

CRM Integration

CRM integration is flexible and easy to maintain

92%
(Based on 23 reviews)

Integration API

System provides API's that can be used to easily integrate to financial and other 3rd party systems

93%
(Based on 20 reviews)

Internationalization

System support multiple currencies and languages to enable business in multiple countries

88%
(Based on 16 reviews)

Performance and Reliability

System is consistently available (uptime) and system's speed doesn't impact productivity

88%
(Based on 28 reviews)

Scalability

Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers

89%
(Based on 25 reviews)

Reporting and Dashboards

Easily generate desired reports and dashboard on configurations, pricing, and quoting

80%
(Based on 14 reviews)