[
Experlo... Reviews
](https://www.g2.com/products/experlogix-cpq/reviews)

[
Experlo... Reviews
](https://www.g2.com/products/experlogix-cpq/reviews)

# Experlogix CPQ Features

##### 
## Configuration - cpq (5)

Product Catalog

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

Guided Selling

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

Configuration Rules

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

Price Configuration

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

Visual Configuration

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

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##### 
## Pricing (6)

Pricing Flexibility

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

Discounting

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

Commerical Rules

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

Terms and Conditions

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

Approval Workflow

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

Renewals

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

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##### 
## Quoting (5)

Grouping

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

Version Control

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

Quote Document Generation

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

Ordering

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

Contracts

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

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##### 
## Admin (4)

Configuration Ease of Admin

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

Pricing Administration

Can easily build and maintain pricing logic required by business

Workflow Management

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

Document Management

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

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##### 
## Channels (3)

Mobile User Support

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

Channel Partner Support

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

eCommerce

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

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##### 
## Platform (6)

CRM Integration

CRM integration is flexible and easy to maintain

Integration API

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

Internationalization

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

Scalability

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

Reporting and Dashboards

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

ERP Integration

ERP integration is flexible and easy to maintain

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##### 
## Visual Configuration (9)

2D Visualizations

Enables products to be viewed and configured in two-dimensions.

3D Visualizations

Enables products to be viewed, configured and interacted with in three-dimensions.

CAD Visualizations

Generate a CAD diagram using the features selected in a product configuration.

AR Visual Configuration

Overlays a 3D representation of the product being configured onto a background captured live by the camera of a phone or tablet.

Drag-and-Drop Functionality

Allows sales representatives and customers to drag features from a menu onto the visualization of the product.

Floor Space Planning (FSP)

Floor space planning (FSP) visualization tools are optimized for organizing the contents of a room, warehouse or building.

APIs and Integrations

Visual configuration tools often integrate with other tools, most prominently CPQ solutions.

Proposal Generation

Create sales proposals based on the visual product configurations.

Configuration Rule Mapping

Mapping between the attributes and actions in the nonvisual configuration engine and the attributes of the visualization.

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##### 
## Customer Requirements (3)

Quoting

Ability to create custom quotes based on customer requirements.

Configuration

Allows users to configure products and revise quotes accordingly.

Pricing

Provide standard pricing options that can be customized by customer.

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##### 
## Contracts (3)

Creation

Deliver standard contract templates that can be modified by users.

Negotiation

Track contract changes made by all parties during negotiation.

Execution

Implement the final version of the contract, including SLAs.

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##### 
## Generative AI - cpq (3)

Dynamic Quoting

Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior

Dynamic Pricing

Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors

Personalized Sale Recommendations

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs

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##### 
## Agentic AI - Salesforce AppExchange Apps (7)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### Categories on G2

[
Salesforce AppExchange Apps
](https://www.g2.com/categories/salesforce-appexchange-apps)[
CPQ
](https://www.g2.com/categories/cpq)[
Quote-to-Cash
](https://www.g2.com/categories/quote-to-cash)

[
Visual Configuration
](https://www.g2.com/categories/visual-configuration)

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