Experlogix CPQ Features
Configuration - cpq (5)
Product Catalog
Based on 72 Experlogix CPQ reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote
Guided Selling
Based on 69 Experlogix CPQ reviews and verified by the G2 Product R&D team. Based on answering questions about customers the configurator automatically selects the best fit products
Configuration Rules
Based on 79 Experlogix CPQ reviews and verified by the G2 Product R&D team. Rules ensure that users select only compatible options and that all required items are included
Price Configuration
Based on 72 Experlogix CPQ reviews and verified by the G2 Product R&D team. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price
Visual Configuration
Based on 70 Experlogix CPQ reviews and verified by the G2 Product R&D team. Images can be displayed of options to enable users to visualize product options as it is being configured
Pricing (6)
Pricing Flexibility
Based on 68 Experlogix CPQ reviews and verified by the G2 Product R&D team. Ability to support multiple pricing models for one-time, recurring, and other items
Discounting
Based on 61 Experlogix CPQ reviews and verified by the G2 Product R&D team. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements
Commerical Rules
Based on 60 Experlogix CPQ reviews and verified by the G2 Product R&D team. 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 56 reviewers of Experlogix CPQ have provided feedback on this feature.
Approval Workflow
Based on 51 Experlogix CPQ reviews and verified by the G2 Product R&D team. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly
Renewals
Based on 51 Experlogix CPQ reviews and verified by the G2 Product R&D team. Allows users to renew existing contracts based on contracted pricing and existing assets already owned
Quoting (5)
Grouping
Based on 62 Experlogix CPQ reviews. Ability to easily group items on quotes; apply and manage discounts and pricing by group
Version Control
Based on 57 Experlogix CPQ reviews and verified by the G2 Product R&D team. 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
Based on 60 Experlogix CPQ reviews and verified by the G2 Product R&D team. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)
Ordering
Based on 61 Experlogix CPQ reviews and verified by the G2 Product R&D team. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration
Contracts
Based on 52 Experlogix CPQ reviews and verified by the G2 Product R&D team. Ability to convert accepted quotes into contracts; set up of required assets and contracts
Admin (4)
Configuration Ease of Admin
Based on 64 Experlogix CPQ reviews and verified by the G2 Product R&D team. Easily build and maintain configurator; flexibility to easily embed all desired business logic
Pricing Administration
Based on 59 Experlogix CPQ reviews and verified by the G2 Product R&D team. Can easily build and maintain pricing logic required by business
Workflow Management
Based on 49 Experlogix CPQ reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules
Document Management
Based on 45 Experlogix CPQ reviews. Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs
Channels (3)
Mobile User Support
Based on 55 Experlogix CPQ reviews and verified by the G2 Product R&D team. Supports users working on a mobile devide (phone and/or tablet)
Channel Partner Support
Based on 55 Experlogix CPQ reviews and verified by the G2 Product R&D team. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment
eCommerce
Based on 48 Experlogix CPQ reviews and verified by the G2 Product R&D team. End customer users can configure, price, and buy products in a self service environment online
Platform (6)
CRM Integration
Based on 59 Experlogix CPQ reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain
Integration API
Based on 54 Experlogix CPQ reviews and verified by the G2 Product R&D team. System provides API's that can be used to easily integrate to financial and other 3rd party systems
Internationalization
Based on 49 Experlogix CPQ reviews and verified by the G2 Product R&D team. System support multiple currencies and languages to enable business in multiple countries
Scalability
Based on 59 Experlogix CPQ reviews and verified by the G2 Product R&D team. Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers
Reporting and Dashboards
As reported in 44 Experlogix CPQ reviews. Easily generate desired reports and dashboard on configurations, pricing, and quoting
ERP Integration
ERP integration is flexible and easy to maintain
Visual Configuration (9)
2D Visualizations
Enables products to be viewed and configured in two-dimensions. This feature was mentioned in 18 Experlogix CPQ reviews.
3D Visualizations
Enables products to be viewed, configured and interacted with in three-dimensions. This feature was mentioned in 17 Experlogix CPQ reviews.
CAD Visualizations
As reported in 16 Experlogix CPQ reviews. Generate a CAD diagram using the features selected in a product configuration.
AR Visual Configuration
Based on 17 Experlogix CPQ reviews. 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. 16 reviewers of Experlogix CPQ have provided feedback on this feature.
Floor Space Planning (FSP)
Based on 16 Experlogix CPQ reviews. 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. 18 reviewers of Experlogix CPQ have provided feedback on this feature.
Proposal Generation
Based on 17 Experlogix CPQ reviews. 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. This feature was mentioned in 18 Experlogix CPQ reviews.
Customer Requirements (3)
Quoting
Ability to create custom quotes based on customer requirements. 18 reviewers of Experlogix CPQ have provided feedback on this feature.
Configuration
As reported in 18 Experlogix CPQ reviews. Allows users to configure products and revise quotes accordingly.
Pricing
Provide standard pricing options that can be customized by customer. 18 reviewers of Experlogix CPQ have provided feedback on this feature.
Contracts (3)
Creation
Deliver standard contract templates that can be modified by users. This feature was mentioned in 16 Experlogix CPQ reviews.
Negotiation
Based on 15 Experlogix CPQ reviews. Track contract changes made by all parties during negotiation.
Execution
As reported in 15 Experlogix CPQ reviews. Implement the final version of the contract, including SLAs.
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
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





