Experlogix CPQ is purpose-built to handle complex, configurable products or services. It is a great fit for professional services firms, IT services organizations, high tech businesses, as well as manufacturers in a wide range of sectors — including medical equipment, industrial equipment, construction, energy and other businesses that sell engineer-to-order (ETO) or configure-to-order (CTO) products.
Experlogix Document Automation is a low-code enterprise grade document solution for organizations that manage high volumes of complex documents. It is a great fit for insurance carriers, financial institutions, government agencies, and any enterprise that needs to automate document generation across all document types.
The platform serves IT leaders and directors integrating document automation with existing enterprise systems, operations managers eliminating manual data entry bottlenecks, developers and project managers building automated solutions without extensive custom code, compliance officers ensuring regulatory standards and audit readiness, and document administrators managing templates and processes without deep technical expertise.
Experlogix Documents excels when organizations need to generate documents from multiple data sources, automate PDF form completion, support complex conditional logic, maintain brand standards, or scale document production across departments and use cases.
Regardless how you sell – with your direct sales team, through resellers or B2B/B2C on the web – Experlogix CPQ simplifies your quote-to-order process to help you sell faster and more accurately. For manufacturing organizations, we’ll take your configured order and create sophisticated production orders (BOMs,WBS, routings, etc.) in ERP automatically.
Experlogix Document Automation removes the manual bottleneck between your data and your documents, reducing document processing time from hours to minutes while improving accuracy and ensuring compliance. Automation allows you to scale document production without adding staff, turning time-consuming document processes into fast, accurate, scalable workflows.
The Experlogix CPQ Design Center is a user-friendly workbench which allows nontechnical users to create and maintain complex rules and sophisticated algebraic formulas without programming expertise.
Experlogix Document Automation is a low-code solution designed for both business and technical users. Document templates are built directly in Microsoft Word, and workflows are configured using a drag-and-drop builder; no coding required. IT and developers can support integrations, data sources, and advanced logic as needed, while business users manage documents and workflows within governed boundaries.
For CPQ - Deep manufacturing capabilities, native integration with CRM/ERP, business user-friendly rules and formula administration, broad industry coverage and hundreds of references.
For Document Automation - Plug and play connectors to CRM and ERP systems and a robust and flexible API available for extended and custom use cases. Our solution is a low-code, user-friendly platform built to handle complex document logic and workflows, enabling organizations to reliably generate anything from a single document to tens of thousands with speed, accuracy, and governance.
Experlogix CPQ offers the unique combination of industrial-grade sophistication, business user accessibility and deep integration with CRM and ERP. Our logic-based administration interface means business users won't always need to rely on IT to make changes like adding new configurations. Deep native integration with Microsoft Dynamics 365 and Salesforce also means that our CPQ software doesn't require custom integrations to get bi-directional data sync.
Experlogix is purpose-built for enterprise organizations with complex document requirements, where high volume, sophisticated business logic, deep system integration, and governance are critical. It offers the flexibility to connect to systems you already use, reducing the need for new software purchases, shortening implementation timelines, and minimizing training and change management.
In the short term, we're focused on making it easier integration with additional CRM and ERP systems. In the long term, we are developing AI to enhance the usability and ease of administration for CPQ.
For CPQ - Microsoft Dynamics 365 Sales, Microsoft Dynamics 365 Finance & Supply Chain Management, Microsoft Dynamics 365 Business Central, Salesforce.
For Document Automation - Microsoft Dynamics 365 Sales, Microsoft Dynamics 365 Finance & Operations, Microsoft Dynamics 365 Business Central, Salesforce, Sugar CRM.
Contact sales@experlogix.com for a quote
For CPQ - We offer several demo experiences tailored for different industries and use cases.
For Document Automation - We offer a free 30-day trial with pre-configured document templates and pre-built automation flows.
Online Documentation and training; Onsite Training; Webinar Training; Train the Trainer Option
For CPQ - Turnkey and Train-the-Trainer implementation options are available.
For Document Automation - Turnkey and train-the-trainer implementation options are available, with timelines that vary based on the complexity of your business requirements.
Phone Support' Email Support; Webinar Support.
Online Knowledgebase, Walkthrough videos, Phone and email support and dedicated professional services team members.
Yes, we have AI in our products. Please contact us to discuss your specific business requirements.
And Experlogix Document Automation offers AI tools to simplify data capture and customer communication.
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