Visual Configuration Software Resources
Discussions and Reports to expand your knowledge on Visual Configuration Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find discussions from users like you and reports from industry data.
Visual Configuration Software Discussions
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Question on: Experlogix CPQ
Does Experlogix CPQ handle complex pricing and discounting calculations?Pricing
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Yes, Experlogix handles even the most complex pricing and discounting rules with ease so your reps and partners deliver an accurate price at the highest possible margin each time. If your prices change often, Experlogix provides an intuitive workbench for price logic maintenance. So whether you price on cost plus a markup, use complex formulas and tables, price based by territory, lease calculations or a combination of all, Experlogix has you covered. We even include Excel integration and APIs to pull prices from external systems if needed.
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This is one of the core strengths of Experlogix CPQ. Complex pricing and discounting isn’t a bolt-on feature, it’s foundational to how the platform works.
Experlogix CPQ handles the pricing scenarios that break simpler tools: tiered volume discounts that change based on product mix, customer-specific pricing agreements, multi-currency calculations, cost-plus pricing with variable margins, time-based pricing for subscriptions and services, and bundled pricing with conditional discounts. All calculated automatically based on the rules your business defines.
What makes Experlogix CPQ different in pricing is the combination of power and control. The logic-based rules engine makes it possible for business users to model nearly any product or service ecosystem without code. This means that the people closest to your quoting process have more control over what it looks like within Experlogix.
Because Experlogix CPQ integrates natively with Dynamics 365 and Salesforce, pricing data flows directly from your ERP and CRM.
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Question on: Experlogix CPQ
Does Experlogix CPQ support guided selling?Guided Selling
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Yes, Experlogix CPQ empowers your reps and partners to spend less time quoting and more time selling. As they configure a quote or order, Experlogix immediately verifies the accuracy of each selection and instantly provides intelligent feedback via easy-to-understand pop-up messages and color-coded highlights. Up-sell and cross-sell options deliver more revenue to provide a total solution proposal. You can also configure Experlogix to gather application specific requirements to recommend the best product or service for your customer.
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Guided selling in Experlogix CPQ uses logic-based rules to alert sales reps to potential cross-sell and upsell opportunities. In addition to preventing incompatible configurations entirely, Experlogix gives you the power to encode expert-level configuration knowledge directly into the system.
The practical outcome: faster onboarding for new reps, more consistent quoting across the sales team, and higher attach rates on complementary products and services because the system prompts for them during configuration.
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Question on: Experlogix CPQ
Does Experlogix support the complex make-to-order manufacturing requirements?Manufacturing Industry Support
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Yes, Experlogix adds the “M” to CPQ by providing the most advanced manufacturing capabilities of any CPQ solution available today. Our unique modeling workbench enables product managers and engineers to define component relationships that drive unique combinations of parts, materials, sub-assemblies, routings or lean schedules. New items with dynamic part numbers can be created in your ERP system with the flexibility to leverage existing BOMs and Routes or create new ones.
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Experlogix CPQ handles the full quote-to-production workflow that make-to-order manufacturers need. When a sales rep configures a product in Experlogix CPQ, the system doesn’t just generate a quote. It generates multi-level bills of materials (BOMs), routing instructions, and production documentation. In other words, the same configuration that prices the deal also creates the instructions for exactly what to build and how to build it.
For complex make-to-order manufacturing scenarios, Experlogix CPQ manages dimensional configurations, material substitutions, component dependencies, and compatibility rules across thousands of possible combinations. The logic-based modeling approach means these rules are configured in a low-code environment, so product engineers and operations teams can maintain them without writing custom code or relying on IT for every product change.
Experlogix CPQ connects natively to Microsoft Dynamics 365—including Business Central and Finance & Operations—so configured BOMs and routings flow directly into your ERP for production planning, procurement, and scheduling. No rekeying, no manual BOM creation, no translation errors between what was sold and what gets built.
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Visual Configuration Software Reports
Grid® Report for Visual Configuration
Spring 2026
G2 Report: Grid® Report
Momentum Grid® Report for Visual Configuration
Spring 2026
G2 Report: Momentum Grid® Report
Mid-Market Grid® Report for Visual Configuration
Spring 2026
G2 Report: Grid® Report
Momentum Grid® Report for Visual Configuration
Winter 2026
G2 Report: Momentum Grid® Report
Mid-Market Grid® Report for Visual Configuration
Winter 2026
G2 Report: Grid® Report
Grid® Report for Visual Configuration
Winter 2026
G2 Report: Grid® Report
Momentum Grid® Report for Visual Configuration
Fall 2025
G2 Report: Momentum Grid® Report
Grid® Report for Visual Configuration
Fall 2025
G2 Report: Grid® Report
Mid-Market Grid® Report for Visual Configuration
Fall 2025
G2 Report: Grid® Report