Experlogix CPQ Reviews

A very complete solution, they offer several options of product customization, definition of rules and prices. The system seems to be very clever as it can offer you configuration suggestions and fixes problems during use, both in the tool settings and in the product settings. All of this can be managed in a simple and easy-to-control manner, facilitating quotation processes and minimizing the possibility of errors. Integration options with other ERP systems facilitate the implementation and centralization of the entire process.

They have good contract management and proposal creation, ensuring agility and compliance in the process.

They could invest more in improving the interface and self-taught learning process of the system, some simple settings in the pricing process may seem very complex, in some cases several clicks are required in several steps, which makes it difficult to understand.

Very good for companies looking to improve the sales process and get better management over the process. With the possibility of integrating with other systems, the implementation can be simple without major operational impacts, becoming a great ally to the sales growth

Integration with tools from other vendors like Microsoft has helped us a lot to improve the process of updating products and prices in a smarter, integrated and standardized way. Reducing and minimizing the risk of error.

Experlogix CPQ is unique, in that when a new and exiting function is incorporated the setup components are precisely where I expect them to be. The integration extensibility with MS Dynamics AX is highly intuitive, this allows for a wide variance of business applications to be handled on the front end of the order life cycle. I have to talk about their support, and sing their praises. That team is amazing, not only do they actually train their people well; they pick their team well. Great people with excellent training is a truly winning combination for any organization.

I have found precious little I dislike. What bugs I find in a release are all rectified by the support team.

Know your requirements, inside and out. Be willing to challange the current business practice.

We are using Experlogix as a catchall it seems. We are using it to house variables to be used in serialization calculations for DoT requirements, State and Country seals, Chassis specifications, specifications for Federal labels, Freight and Discounts, etc...

Experlogix is very complete and offer a lot of ways to configure products so it fits best the business rules you have. The team is also available, I always have an answer to my question in a short time or can schedule phone meeting during the next business weeks if I need more support. The team is very competent and they always find the right way to solve business problems.

The software is updated frequently with new features.

Also, I could integrate the software within our in-house software using the provided API and queries in the design center.

We didn't explore yet the pricing features and we briefly started the Dynamics NAV integration.

I would like the documentation to show more complex example. The documentation sometimes does not explain some columns or feature of the software. I have to search in my notes I wrote during the intro training I got.

But I know they currently work on a new wiki.

I rated N/A to Ease of Setup, because we are still in Implementing phase, so I cannot rate this properly yet.

I rated the Ease of Admin a 4, because it does required some times to understands how the software works. But I think its normal, because a lot of options are available, providing more flexibility when configuring products.

Since our company type of manufacturing is engineer-to-order, we wanted to provide a way to guide our customer to build their product, following their needs, but also following our catalog offer and business rules too. Experlogix does solve this problem by allowing us to configure specific models and series, restricting choices depending on previously chosen properties.

We are still in development process, but we are very exited about what we could achieve until now.

It is easy to install the software without need of third party connectors.API is easy to use in Experlogix CPQ as you can integrate it to any host system like CRM,ERP etc.It has a flexible user interface and robust rules engine that will guide your selling.

It is easy to use without any knowledge required to run the software and it has proven to be the best in ensuring customers satisfaction.

Experlogix CPQ offers portals for it clients to ensure you continuously expand your business by providing your customers and dealers configure their custom products to satisfy their needs.

It has improved our clients loyalty as via Experlogix CPQ collects information about a particular applications and recommends the best products or services to the clients.Our sales rep have been able to deliver accurate pricing with the help of the price and discount rules provided by the software.

I like that Experlogix CPQ has a clean User Interface and User Experience, lots of features and highly customizable.

I like how Experlogix CPQ saves time abd effort during configuration processes since it integrates with Microsoft Dynamics CRM and Salesforce CRM that has customers' data in one place.

How it is not possible to configure, price and quote with Experlogix CPQ while offline, thus they should advance offline support.

I would suggest all businesses and specialists who use Salesforce CRM and Microsoft Dynamics 365 for Sales to implement Experlogix CPQ since it will integrate well with them and ease the process of quoting.

Quote configuration procedure has veen made easy ever since qe implemented Experlogix CPQ.

Configured pricing feature allows me to see how price change during configuration procedures.

Additionally, Experlogix CPQ has allowed us to view and configure products in both 2D and 3D visualizations.

Experlogix provides many ways we can customize the look and feel of the UI for our users, including photos of our products, and how the product families are laid out. This really helps with user adoption.

It is sometimes confusing to decipher between categories, options, and properties, series and models. However, it does make sense why it is the way it is, just not intuitive.

I would recommend attending the annual Experlogix summit in beautiful Utah. It's much better content than other software conferences. You dive deep into your questions and hands-on learning right away, and it continues that way for each class over the three days. I learned so much, and it is a great ROI for our company!

We used to use Excel to do all of our quoting. This has immediately reduced the room for error in pricing, as well as made us look more professional overall.

The flexibility in creating the system architecture. More advanced users can build their solutions using complex functions, whereas beginners can just use the built-in tools. At the end of the day, both approaches can yield similar (if not same) results and functionalities. Great!

The user experience isn't great. The software is absolutely not intuitive and overwhelms users with myriads of options. The UI templates for the end-users are not great either, meaning that the developed solutions look average, or outdated ... at best.

The system feels overwhelming at first. Do not worry! It's actually quite good and surprising intuitive (after a while).

We are customising fork trucks, by adding different options like engine, transmission, mast, forks, etc. The software is linked with a reporting system to generate quotes, which saves an enormous amount of time for our sales team.

It allows one to join the system with any ERP or CRM platform.The drag and drop feature enables users to drag items from the menu into the visualization of the product wit ease.It provides users with product catalog that will enable them sort,filter and select any product to add in the quote It is easy to use as the configurator will give direction for use visually..

Whenever the software is update we experience too many bugs.

Experlogix CPQ will assist managers to implement and manage the system with ease as it does not need one to have knowledge in programming.

W e have been able to reduce time spent on quoting thus increasing clients satisfaction and quotes with no error quickly saving time.Our sales and revenues have increased as the CPQ offers recommendation on how to improve cross selling.

The simplicity of setting up a UI for basic configurations

Unstable when pushed to the limits. The fact that does not evaluate many to many relationships. Too many bugs when an upgrade happens.

Experlogix has its prons and its simplicity is definetely positive. My recommendation to go with this Software is that the company and its developers must a have a very good idea about what they want to implement and assess the capacity of the configurator before hand. A good deal with Experlogix support team is essential to show a level of commitment between both, since the software is evolving to fast and has some unstable issues.

Helps the business to focus on standard solutions, which reflects on lower lead times and less money spent on rectifications. Allows the customer to have a quote in minutes.

It has an intuitive user interface and easy to navigate.It can be deployed on both cloud or premise with liberation of switching to either.The system is build to order as it enables one to transform clients order into on demand routes directly into your ERP system.

The documentation needs to be updated to show more explanation on how to use some features to make it easy for users.

The software decreases clients frustrations by ensuring you will deliver accurate quotes fast thus saving time.It is affordable and serves all businesses without minding on their size or industry.

Handling the most difficult pricing ,quoting and configuration has been easy and integrating the system with ERP and CRM system has been seamlessly hence enabling us to generate an increased ROI of our business.

Ease of configuration, for something that can get fairly heady when it come to logic there are many way to get the job done. After working with a previous software in the past I was preparing to have to do a lot of code to get the logic i wanted in the configurations for our Cargo Trailers. But I have been pleasantly surprised at how intuitive the formula and rules setup has been. The Experlogix team has been great to work with so far and I look forward to continue to expand our usage of the software.

The UI design tools aren't the most intuitive and could use some streamlining. That said I have been able to do pretty much everything I've wanted o do with a little help here and there.

We're haven't gotten to launch yet but I'm way ahead of where I thought I would be at this point. The end goal for this software is a seamless order entry process from point of entry to production. Increased order accuracy, reduced error from translating from multiple systems, logic to drive what is possible and what isn't are just a few of the things we are trying to improve with Experlogix.

Experlogix CPQ has increased the productivity and efficiency of our sales team by enabling them to create unambiguous quotes more faster. It has centralized complex product rules and made the necessary data available to sales team automatically and in real time. Its also easy to use and its performance is high.

Experlogix CPQ may take some members of the sales team a longer period to learn how to use it.

Experlogix CPQ is an effective solution to eliminate errors in the CPQ process and make the sales team more productive.

We use Experlogix CPQ to automate the CPQ process and make it unambiguous. It has increased productivity of our sales team and resulted to increased revenue.

One of the best features of Experlogix is how user-friendly the tool is. I've had experience with a couple other CPQ programs and it is by far the easiest to setup a new user with and get them up and running. They also have new releases nearly every month with new features, so they are constantly adding additional functionality.

Not quite as much UI flexibility as I would like. They have added features over the past couple years that have greatly improved the UI capabilities, but I would like to have more control over how the horizontal space is used. Due to their release schedule, new builds are not always the most stable (could maybe slow down releases slightly to allow for more testing).

Great tool for any size business. Offers high scalability - we have databases with a couple hundred UI/BOM categories and some with over a couple thousand. They are a Microsoft partner so their releases coincide with AX/CRM releases, so you don't have to worry about being out of sync.

Speed of getting order entry resources up-and-going, ease of pricing maintenance, ability to release new products faster.

Experlogix seems to have an endless array of customizability. The service I have received is quick to respond and quick to fix the issues I have seen. It is not often we have issues outside of our customizations working as we develop, so I think it is safe to say it is efficient!

There is a lost of custom code on the backend to create what we needed. Somehow turning this into a GUI or a more user-friendly configurator would benefit a lot of small-medium size businesses that do not have a developer who is versed deeply into the product.

This really allows us to build out a product a catalog with all of our accessories. The out of box solution would not allow us to do this without a headache for our users. This really allows us to be specific to relate accessories to model options.

Experlogix CPQ is a complete app and one of the highly customizable platform that has lots of features for product visual configuration. The customer support is highly responsive and they offer the support online. Experlogix CPQ integrates with wide array of ERP and CRM applications like Microsoft Dynamics CRM. Finally, I like the oricing feature available on Experlogix CPQ since it allicates standard pricing choices.

The customer support has eliminated sll obstacles that I was experiencing with Experlogix CPQ.

To consider their desires before they implement Experlogix CPQ.

We mainly use Experlogix CPQ to automate business processes such as quoting.

Experlogix CPQ makes it easy to monitor invoices and payments.

AR visual configuration.

Experlogix CPQ is a rules based quoting platform that integrates right into Dynamics 365's platform of programs including CRM, NAV, AX or GP. I love the ability to control the sales process so our sales team doesn't have to worry about making a mistake and quoting non-compatible products.

There really isn't any thing I don't like about the product. If you know simple Excel formulas you can program Experlogix. If you have a list of products and/or services, your upload will be easy and powerful. If you have an idea of the different product offerings your company offers you're already ahead of the rest. This is an easy to implement and easy to use product that will greatly expand the capabilities of your company.

There is no question that Experlogix is an outstanding company with a fantastic product. It is easy to update, integrates perfectly with our CRM and ERP software and their support technicians are second to none. I hightly recommend them.

We used to price in Excel. Our sales team found ways to manipulate the fields so pricing wasn't accurate. When we released a new Excel pricing sheet there was always a delay until the entire team was using the new form. With Experlogix, once an update is released the entire team is instantly using the new structure.

Experlogix CPQ enables us to save time by making the process of creating proposals faster and accurate.It has also eliminated the errors that we would have in pricing before deploying the solution.It has a simple and easy to use interface.

I have not experienced any problems with the use of Experlogix CPQ. The support team has been very helpful.

Experlogix CPQ is an effective solution in sending quotes faster and accurate. It also has a very credible and professional support team.

We use Experlogix CPQ to automate various tasks in the process of quoting to our clients. It has made the process quicker and error free.

We are pleased with the stability and consistency of the platform overall. The integration to CRM works extremely well, and the ability to pull data from CRM using FetchXML is a huge time saver.

Some of the more complex tasks take more steps than I would like. I think there is room to improve the Rules engine to be more flexible with fewer Rules required to get to a desired result. Likewise, there are some understandable limitations with complex aggregation in Formulas, which would be nice to improve upon.

We're still early on, but consistency in how we allocate revenue and how we present pricing to customers is key. Getting rid of Excel tools, with multiple versions in use is also another big win. As we continue to roll out, we expect our "Sales QA" process to become more automated, requiring less manual review to accept an order.

Experlogix is incredibly easy to use, very intuitive and tons of features. Setup and configuration is simple. Quote to order process is fast which helps my sales team sell our products faster. Customer support is fantastic both online and by phone.

The UI can be improved. Users don't get notifications when new updates/upgrades are made to the software. Certain rules can be restrictive.

If you're looking to improve the accuracy of your quotes and streamline your direct to sales process more efficiently, I recommend trying Experlogix CPQ. If you currently use Microsoft Dynamics and Salesforce, Experlogix integrates well with both.

We are streamlining our quote configuration process a lot faster since implementing Experlogix. We are able to accurately configure custom orders for our customers. The integration with Microsoft Dynamics has also saved us time and money.

Experlogix CPQ has helped us make our quotes more quickly and accurate by eliminating errors that would be as a result of human entry and automating the make-to-order process. It is easy to integrate with CRM and ERP solutions.It is also scalable and has an intuitive user interface.

The reporting feature in Experlogix CPQ can still be improved.

Experlogix CPQ is a reliable, scalable and flexible configure, price and quote solution.

We use Experlogix CPQ for managing quotes and automation of make-to-order process. It has created efficiency and accurasy in the process.

Experlogix is an extremely easy to use, customizable tool allowing you to build your configuration to meet your needs.

It can take a little while to figure out the flow of where you need to set the different components up initially, but once you get over that initial learning curve it comes very easily and naturally.

Experlogix is a great tool. Use it and push the limits!

We are a very complex custom home builder and Experlogix is great for us because we can build it to handle all of our customizations. Experlogix is not only generating a build sheet for our houses to be built but it will be sending inventory requirements to our ERP program.

Not only is the Experlogix product rock solid with a dynamic development team willing to accommodate product enhancements on short notice, the support team is one of the best I’ve dealt with in a long time.

There isn’t much I don’t like with Experlogix. Occasionally, their aggressive release schedule can throw a monkey wrench in my plans for upgrade but the benefits far outweigh any negative.

100% with no reservation. There are few times I’ve come across a piece of software that not only intuitively knows what I want before I do but does so without all the integration problems we saw in some of the competitors we demo’d.

Experlogix CPQ has streamlined my sales processes which in turn makes me more money. Before Experlogix, I had to do all the calculations in a cumbersome and complex spreadsheet. Now, it is automatic!

I had the privilege of demo'ing Experlogix's CPQ solution on a Microsoft HoloLens device. this allowed me to immerse myself in a digital landscape were i could "build" my product and see how it would look as i add and remove different features and customize colors. great way to help a customer know what their buying before hand while not sacrificing detail.

I am expecting the integration with Dynamics 365 to continue to improve

understanding how a product i am buying would look like without having to travel far to a location or spend a lot of time building the prototype.

We can use the same configuration for our Website, CRM and GP. We update it once and the changes are easily seen everywhere. It is very configurable and if you know how to create a formula in Excel, you'll find Experlogix easy to use.

I wish I could get a notification when new versions/features are released.

I've been able to do just about everything I've needed. I've been able to call my own SQL stored procedures to use data from other systems.

Some of our products have over 100,000 combinations. Experlogix knows our rules so it only allows valid configurations, it creates the new items and BOMs only has required.

The product is great and the people to help implement and support the software.

I would like to see a library of different query, rule, and formula methods to accomplish a requirement or improvement for one's system, not just new user training.

Example: Counters for automatic part numbering, best SQL and table designs, product filtering, and other ideas for all to share and expand our creativity to make the best sales tools for our companies.

Improve the UI Designer

A true configuration with product filtering and child product filtering base on machine attributes.

The settings of the GUI and the logic of the rule + formula structure to link it.

to add more character line amount to the formula, templates to have CSS direct features and JQuery.

the tool we need for the present and future developments

creating new configurators with much smarter logic and less complicated.

1. The ability to have nested configurations

2. The deep integration with Microsoft Dynamics CRM - can easily read from and write back to custom entities

3. The support of the Experlogix team has been outstanding - from the implementation engineers to the developers to the sales team

The main thing is that Experlogix does not come with a document engine/creator - we needed to add many fields in CRM to write back to from Experlogix so that this data can be pulled into output such as customer quote.

Experlogix is the configure part of the CPQ solution - CRM provides the price part and XperiDo or XpertDocs (or another document generator) provides the quote part. So, when comparing costs, consider that you will need a document generator in additon to Experlogix. We saw this as an advantage as we can use our document generator for a wide range of documents coming out CRM, not just for customer quotes.

Our goals (we have not gone live yet):

1. Improve the accuracy of our quotes

2. Reduce the time it takes to generate a quote

3. Guide our sales team towards quoting standard designs so that we can better compete cost wise

4. Upselling - routinely quote options that may add value for our customers

Experlogix is very flexible so it can be customized by the business unit to meet any requirments needed. It has been adopted by our North American team and is being primed for rollout to other countries.

The customer has the responsibility of administering and writing all rules and code, but this can also be a benefit.

It is a great product and can satisfy many needs, the customization ability is great, it's very flexible.

We needed a tool to streamline quoting products for our customers. Experlogix has helped us be able to customize the quoting process for our sales team, providing a structured and easy user experience.

Easy to work with. Willing to spend the time to understand what you're trying to accomplish, and assist in any way needed to get it done.

Their support is not available by phone. Sometimes I have what I believe is a quick question, and I need to wait for a response to my support request.

Make use of their services. They know what they're doing and can likely make your life easier.

To make the quoting of our systems as easy as possible as many are custom. Rules, etc. must be followed.

The ease of use and flexibility. The support line is excellent.

I'm a NetSuite user and you have to save the sales order then click the configure button. I would like it more seamless.

I would highly recommend this product if you are need of a configurator.

Experlogix interfaces with NetSuite to give us unique work orders for our product.

How easy it is to produce a quote, by simply selecting items related to previous selctions

For the most part everything is straight forward, but on rare occasions errors(Configuration mismatches ) occur and they don't appear to stand out,(Not easily identifiable)

Experlogix makes it a simple process for us to quote on machinery.

We can train configurator resources to learn CPQ in half the time as our previous configurator. They are great strategic partners. Very responsive to request for new features and support.

Would like to have a little more control to further customize the user interface.

Consistent configurations for demand creation, quoting, and ordering in order to automate order processing.

I love how simple the flow is in Experlogix and I also have input on what I don't like and it is usually changed in the next update.

I dislike Microsoft Dynamics NAV. if there was one thing I could change is using it with Microsoft Dynamics CRM. that is how I learned to use the software on and I like the flexibility it allows me with Experlogix

It allows me to lock down certain things that we do not want to allow as well as making sure I meet customer demands

How versatile everything is. So many actions and reactions based on answers.

It can get overwhelming. Sometimes for simple things, the feature isnt available immediately.

Must have a person specifically dedicated to this project.

We are custom build to order business. Helps the learning curve for new sales people

The thing I like best is how functional yet simple it is to use.

The things I really disliked got fixed in the new update - like allowing rules to go both ways and being able to easily assign.

I am using it to help dealers easily configure trucks.

The ability to change part numbers in one location and clarify data quickly and effortlessly.

I find the rules to a certain point a little restrictive.

Having all our pricings from our ERP system inputted directly to CPQ and not relying on individuals updating Excel spreadsheets.

The system is easy to use for our sales representatives. As an Administrator, the support that we have received has been outstanding.

While the system is easy for our end-users, as an Administrator, it is sometimes challenging to program.

Our company did not have a CPQ before starting to use Experlogix. All of our contracts were created manually. As with any manual system, there were many errors. Experlogix has drastically cut down the number of rejected orders in our system.

It is very easy to configure. All kinds of complex pricing rules can be easily configured without any programming knowledge.

The user interface to configure is not easy to pickup.

We have a very complicated pricing structure and experlogix helped us solve the problem.

Great product and support

option picker is very user friendly

I don't like the fact they don't have an app for mobile devices

They need to create an App

Quoting Platform to our sales force

Options of configuring are numerous and can be applied to many different types of products.

I miss a nice Quote(Document) printout that can be setup in Experlogix.

There is quite a lot of time&money needed to implement Experlogix for NAV also with your NAV partner.

Experlogix makes sure that our sales people sale only the possible configuration options of our products. Of course the price is build up according to the market options.

Very flexible platform that works very well with Microsoft CRM and GP

None that I can think of. It has for the most part been very trouble free considering how complex we have made the logic.

Very good platform and company to work with!

Quote/Order platform that also converts these inputs into actual configured BOM's (Bills of Material) and MO's (Manufacturing Orders) using either native GP interface or CRM interface.

Experlogix's platform gives the end user endless flexibility to customize the product to fit their company's needs. They allow for numerous different setup philosophies to adapt to your business needs. The support received from the Experlogix staff is second to none.

With the flexibility comes complicated setup requirements. Not a show stopper by any means, just something to consider.

The flexibility of the platform allows for infinite applications.

Better product demand visibility, easy end user quote management.

Flexibility and ability to adapt to custom process

Getting more training and the ability to understand and use all of the features

Accurately configuring custom orders, and creating work orders to build furniture.