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.

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Visual Configuration Software Discussions

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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Answered: Scott Rich on October 17, 2019

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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Answered: Nicolette Stellman on February 17, 2026

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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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Answered: Scott Rich on October 17, 2019

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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Answered: Nicolette Stellman on February 17, 2026

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Question on: Experlogix CPQ

What is CPQ software?

What is CPQ software?

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CPQ software—Configure, Price, Quote—automates the process of configuring products or services, calculating accurate pricing, and generating professional quotes. It replaces the spreadsheets, tribal knowledge, and manual processes that most sales teams rely on for complex deals. When your offerings involve configurable options, variable pricing, or any complexity beyond a simple price list, manual quoting creates problems: errors, delays, margin leakage, and frustrated customers waiting for answers. CPQ software solves this by encoding your configuration rules, pricing logic, and business policies into a system that guides reps through the configuration process and automates quote generation. Good CPQ software does a few things well: First, it enforces configuration accuracy. Rules prevent invalid combinations so every quote is technically feasible and complete. No more “we quoted them something we can’t actually build.” Second, it automates pricing and discounting calculations. Discounts, volume tiers, customer agreements, margin floors, multi-currency, all calculated automatically based on the rules your business defines. Third, it automates quote generation so the entire process is one simple workflow. Experlogix CPQ is built for organizations where this complexity is daunting for other tools. This includes manufacturers with thousands of product configurations, professional services firms scoping variable engagements, IT services companies assembling multi-vendor solutions, high tech companies managing complex product portfolios, and countless other use cases and industries. Experlogix CPQ integrates natively with Microsoft Dynamics 365 and Salesforce, so it works inside the CRM your sales team already uses without requiring separate logins, middleware, or data synchronization workarounds.

Visual Configuration Software Resources

Discussions and Reports to expand your knowledge on Visual Configuration Software

Visual Configuration Software Discussions

Visual Configuration Software Reports