Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Experlogix CPQ solution enables sales teams to quote configurable products and services with accuracy. Experlogix CPQ leverages a logic-based rules engine, so product and engineering teams can control product and service options, available feature combinations, pricing and discounting, and automate processes such as discount approvals, helping sales representatives sell more quickly and create accurate quotes every time.

Description

SalesDoc Architect (SDA) simplifies and automates the entire sales workflow for your team. By leveraging SDA's automation features, your sales personnel can work together more efficiently, generating tailored proposals, statements of work, and various sales documents that help reduce errors and prevent scope creep, which can negatively impact profit margins well after the deal has been closed. SDA employs Excel formulas to establish rules and logic for workflows right from the initial setup phase. It also allows for the automatic inclusion of frequently overlooked products and services in sales documentation. Solutions can be configured based on responses to qualification and discovery inquiries, which can then be integrated into output documents like proposals and statements of work. Moreover, workflow parameters can enforce the necessity of approvals from engineers or management depending on various factors such as margin, overall sale price, product configurations, or different conditions. This comprehensive approach not only enhances productivity but also ensures that all aspects of the sales process are thoroughly managed.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

DynaMaker Yes 
Microsoft Dynamics 365 Yes 
Microsoft Excel Yes 
NetSuite Yes 
SAP Store Yes 
Salesforce Yes 

Integrations

DynaMaker No 
Microsoft Dynamics 365 No 
Microsoft Excel No 
NetSuite No 
SAP Store No 
Salesforce No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Experlogix

Founded

2002

Country

United States, Netherlands

Website

www.experlogix.com

Vendor Details

Company Name

Cors Productivity Solutions

Founded

2003

Website

www.corspro.com

Product Features

CPQ

2D Drawing Yes 
3D Modeling Yes 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management No 
Self Service Portal Yes 
eCommerce Yes 

Product Configurator

2D Drawing Yes 
3D Modeling Yes 
Analysis & Constraints Yes 
Custom Pricing Options Yes 
Inventory Management Yes 
Recommendation Engine Yes 
eCommerce Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management No 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management No 
Requirements Management Yes 
Revision Management Yes 
Task Management No 
Templates Yes 
Version Control Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management No 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting Yes 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management Yes 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management Yes 
Performance Metrics No 
Proposal Generation Yes 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Visual Configuration

2D Configuration Yes 
3D Configuration Yes 
CPQ Integration Yes 
Custom Pricing Options Yes 
Documentation Yes 
Dynamic Environments Yes 
Nonvisual Support No 
Saved Versions No 
Zoom In No 

Product Features

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Alternatives

Cincom CPQ Reviews

Cincom CPQ

Cincom Systems

Alternatives

Infor CPQ Reviews

Infor CPQ

Infor
Experlogix CPQ Reviews

Experlogix CPQ

Experlogix