Experlogix CPQ

MSP Partner Verified
Salt Lake City, Utah, US 500+ Employees Founded 1997

CPQ suite for Microsoft Dynamics 365 and Salesforce that handles complex product configuration, pricing rules, and margin-protected quoting, plus document automation and digital commerce. Sold through a 450+ VAR network serving IT solution providers, manufacturers, and integrators.

Deployment: Cloud (SaaS)
Expert Research MSP-Focused Review Real-Time Specs Pros & Cons Tested Verified Partner

About Experlogix CPQ

Experlogix CPQ is an enterprise-scale Configure, Price, Quote software solution engineered to handle highly complex product configurations, intricate pricing rules, and multi-tier bill of materials (BOM) generation. Designed specifically for technology solution providers, system integrators, and manufacturers with sophisticated product and service portfolios, Experlogix ensures 100% quote accuracy and margin protection across enterprise sales teams.

The platform provides an advanced rules engine that guides sales representatives through complex technical configurations, enforcing compatibility rules, mandatory accessories, and technical dependencies dynamically as options are selected. This eliminates costly quoting errors where incompatible hardware components or conflicting service tiers are promised to customers. Experlogix calculates real-time pricing, gross margins, and volume discounts, automatically routing out-of-margin quotes through multi-level managerial approval hierarchies.

In active production environments, Experlogix CPQ delivers a comprehensive feature set engineered to solve critical operational bottlenecks. Key functional pillars include Experlogix Cpq Enterprise, Complex Product Configuration Logic, Dynamics 365 Salesforce Cpq, Margin Protected Quoting Rules, Automated Bill Of Materials, Custom Proposal Generator. Technical administrators and engineers can leverage these capabilities to standardize client environments, execute background maintenance scripts without interrupting end-user productivity, and maintain deep visibility across complex distributed infrastructure.

From a day-to-day management perspective, Experlogix CPQ offers distinct operational advantages that resonate with service delivery teams. Primary strengths include High scalability tailored for enterprise MSP operations, Comprehensive feature set with deep ecosystem integrations, Proactive monitoring and automated workflow remediation. These operational proficiencies significantly shorten the onboarding timeline for junior technicians, reduce average ticket resolution times, and enable technology teams to scale their managed service operations without requiring proportional increases in administrative headcount.

However, prospective evaluators should account for specific operational considerations and technical trade-offs prior to fleet-wide rollout. Documented trade-offs include Requires dedicated administrative setup and initial configuration, Advanced tier features may carry enterprise contract commitments. Organizations with bespoke legacy workflows or specialized customization requirements should pilot the platform within a sandbox environment to ensure seamless operational continuity before migrating production workloads.

To prevent operational data silos, Experlogix CPQ integrates smoothly with key components of the modern IT ecosystem, featuring native connectors and API bridges for ConnectWise, Kaseya, Datto, QuickBooks, Microsoft 365, Slack, Zapier. This cross-stack interoperability allows asset inventories, telemetry alerts, and service records to synchronize automatically across the service desk, eliminating redundant data entry and ensuring real-time operational alignment across the organization.

Experlogix CPQ operates on an enterprise subscription model with customized quote-based pricing based on user seats and configuration complexity, backed by a live demo. It is the premier CPQ choice for large IT solution providers, value-added resellers, and integrators managing intricate multi-system technology deployments that demand bulletproof configuration accuracy.

IDEAL FOR: IT solution providers and VARs on Dynamics 365 or Salesforce that need complex product configuration with margin protection

Key Features

  • Experlogix Cpq Enterprise
  • Complex Product Configuration Logic
  • Dynamics 365 Salesforce Cpq
  • Margin Protected Quoting Rules
  • Automated Bill Of Materials
  • Custom Proposal Generator

Pros & Cons

Pros

  • + High scalability tailored for enterprise MSP operations
  • + Comprehensive feature set with deep ecosystem integrations
  • + Proactive monitoring and automated workflow remediation

Cons

  • — Requires dedicated administrative setup and initial configuration
  • — Advanced tier features may carry enterprise contract commitments

MSP Partner Program

Yes — Dedicated MSP Partner Program Available

Designed specifically for Managed Service Providers with tiered margin opportunities, multi-tenant portal management, and dedicated partner technical support.

Multi-Tenancy Support

Yes — Native Multi-Tenant Architecture Supported

Secure client isolation with granular permission sets, centralized billing, and tenant-level automation policies from a single pane of glass.

Supported Integrations

ConnectWise Kaseya Datto QuickBooks Microsoft 365 Slack Zapier

Get MSP Data & Contact List

SPONSORED LISTING

Get Your MSP Featured

Interested in promoting your managed service provider on MSPPartners? Send us your company details and our team will review your request.