--- title: "Experlogix CPQ Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Experlogix CPQ Software - reviews, pricing plans, popular comparisons to other Quoting products and more." source_url: "https://www.capterra.com/p/79923/Experlogix-CPQ/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # Experlogix CPQ Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Experlogix CPQ ## What is Experlogix CPQ? Experlogix is a cloud-based Configure, Price Quote (CPQ) solution that streamlines the sales ordering and quoting process for organizations with configurable products or services. Experlogix CPQ seamlessly integrates with Salesforce and the Microsoft Dynamics 365 product suite, serving marketing, product and sales teams across a range of industries — including technology, manufacturing, services, heavy equipment, and transportation. With an intuitive administration interface, Experlogix empowers both technical and business users with powerful product configuration capabilities, accessible without any coding skills needed. Clients value our solution because it takes quoting from hours or days to minutes, while ensuring all quotes are accurate. Experlogix offers both on-site and online customer support along with tutorial videos and instruction guides. ## What is Experlogix CPQ used for? [Product Configurator](https://www.capterra.com/product-configurator-software/)[CPQ](https://www.capterra.com/cpq-software/)[Quoting](https://www.capterra.com/quoting-software/) Top alternative Featured Overall rating Based on 21 user reviews Reviews sentiment Positive 71% Neutral 14% Negative 14% ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Experlogix CPQ?[Manage this product listing](https://www.g2.com/products/experlogix-cpq/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Experlogix CPQ 3.8 (21) VS. [4.9 (10)](https://www.capterra.com/p/175344/Hive-CPQ-Online-Product-Configurator/reviews/) Starting Price Contact vendor Starting Price $1500 Other, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (21) Ease Of Use 4.7 (20) Value For Money 3.8 (17) Value For Money 4.6 (11) Customer Service 3.5 (19) Customer Service 4.9 (20) ## Experlogix CPQ alternatives [Epicor CPQ](https://www.capterra.com/p/160099/KBMax-3D-CPQ/) [4.6 (21)](https://www.capterra.com/p/160099/KBMax-3D-CPQ/reviews/) Starting price $150.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/160099/KBMax-3D-CPQ/) [Elfsquad](https://www.capterra.com/p/198415/Elfsquad-CPQ/) [4.5 (13)](https://www.capterra.com/p/198415/Elfsquad-CPQ/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/198415/Elfsquad-CPQ/) [Merkato](https://www.capterra.com/p/161027/Merkato/) [4.1 (15)](https://www.capterra.com/p/161027/Merkato/reviews/) Starting price $15000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/161027/Merkato/) [Simplio3D](https://www.capterra.com/p/146531/Simplio3D/) [4.6 (18)](https://www.capterra.com/p/146531/Simplio3D/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/146531/Simplio3D/) ## FAQs about Experlogix CPQ Overview ### Which roles and teams benefit most from Experlogix CPQ? Experlogix CPQ benefits sales and pricing leaders who create accurate quotes, apply pricing rules, and manage approvals. Product configuration and engineering teams build configurable products and bills of materials. IT, business analysis, and data teams administer integrations and reporting, while executives monitor quoting operations and commercial performance. Answer based on 21 reviews Overview ### What company size and industries is Experlogix CPQ built for? Experlogix CPQ serves enterprise organizations (40% of reviewers) and mechanical or industrial engineering firms (15%). It is designed for SMBs through enterprise-sized companies across virtually any industry, including technology, manufacturing, services, heavy equipment, and transportation. Reviewers also include small businesses (35%), midsize firms (25%), construction (10%), and supermarkets (10%). Its common use is product configuration. Answer based on 21 reviews Features and Usability ### What are the key features of Experlogix CPQ? Experlogix CPQ offers automated quoting, product configurator, rule-based configuration, guided selling, and pricing and cost calculations. It also includes approval workflow, proposal generation, contract/license management, order management, and ERP integration, plus 2D drawing, 3D imaging, and real-time product visualizations for complex sales and configuration processes. Integrations ### Which third-party tools and platforms does Experlogix CPQ integrate with? Experlogix CPQ connects natively to Dynamics 365, Dynamics 365 Sales, Dynamics 365 Business Central, and Microsoft Excel. These integrations support CRM and finance workflows across Microsoft environments, giving teams a direct link between quoting, product data, and spreadsheet-based analysis. Answer based on 6 reviews Getting Started and Support ### What training and onboarding options does Experlogix CPQ offer? Experlogix CPQ offers in person training, live online sessions, webinars, and documentation. In person training supports direct guided instruction, live online sessions allow remote training with instructors, webinars present scheduled product information, and documentation provides written material for self-paced reference. Answer based on 2 reviews Getting Started and Support ### What customer support options does Experlogix CPQ offer? Experlogix CPQ provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. Users describe the support team as helpful and thorough, with customer service often cited as a strong point for setup, configuration, training, and understanding the system’s basic mechanics. Answer based on 2 reviews ## Features AI summary Based on 1,847 Quoting reviews Capterra data shows that buyers of quoting software rank the following features as their top priorities: - **Quotes/Estimates** (**70%** of reviewers rated this feature as critical) - **Billing & Invoicing** (**73%**) - **Pricing and Cost Calculations** (**66%**) Experlogix CPQ supports all three of the features reviewers value most: **Quotes/Estimates**, **Billing & Invoicing**, and **Pricing and Cost Calculations**. Together, these capabilities help businesses create accurate quotes, manage charges and invoices, and calculate pricing with greater consistency, allowing teams to move from estimate to payment with fewer errors and better control over revenue. Quotes/Estimates 3.5 (11) 109.09% of 11 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Billing & Invoicing 3.0 (1) 200.00% of 1 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Pricing and Cost Calculations 3.9 (9) 122.22% of 9 reviewers that rated this feature as important or highly important Calculate rule-based prices for a product/service Pricing Management 3.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Tool used to determine accurate pricing and product eligibility for borrowers Price/Margin Management 3.1 (7) 85.71% of 7 reviewers that rated this feature as important or highly important Track and manage the profit margin between the cost of a product and its selling price. Configuration Management 3.5 (6) 133.33% of 6 reviewers that rated this feature as important or highly important Identify component attributes like servers, hardware, software, and manage relationships across all services Experlogix CPQ 49 features ### All Features - 2D Drawing: Drawing and modeling designs within 2D flat dimensions - 3D Digital Asset Management: Store and manage 3D digital assets - 3D Imaging: Representation of any object in 3D - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Quoting: Generate rule-based quotes for clients automatically - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Bills of Material: Material list of manufacturing parts and associated costs - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Configuration Management: Identify component attributes like servers, hardware, software, and manage relationships across all services - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Data Visualization: Graphical representation of data - Design Management: Collaborate on creating a product by sharing and adjusting designs through a shared portal - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Management: Store, manage, and track all electronic documents in a centralized location - eCommerce Management: Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products - Electronic Signature: Digitally sign online documents - ERP integration: Integrate with existing ERP systems - Estimating: Estimate expected cost based on various factors before a project begins - For Customer Use: For use by customers - For Internal Use: Usage of documents or items within a specific organization - Guided Selling: A process designed for sellers to guide them through the entire selling process - Multi-Currency: Manage and handle various international currencies - Multi-Language: Manage and support multiple languages - Order Entry: Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Order Processing: Send / receive, process, and execute orders - Price and Cost Calculations: Calculate rule-based prices for a product/service - Price/Margin Management: Track and manage the profit margin between the cost of a product and its selling price. - Pricing and Cost Calculations: Calculate rule-based prices for a product/service - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Product Catalog: Present a catalog of inventory that customers can view - Product Configurator: Customize the specifications of a finished product to meet the particular needs of a customer - Product Data Management: Capture, organize and track product-specific data and information in a centralized location - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-time Product Visualizations: Visualize products in real time, as they are configured - Rule-based Configuration: Configure products according to pre-defined rules and/or constraints - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Sales Order Management: An order generated by a seller to a customer, containing details about products or services - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.9 (21) 3.9 Based on 21 reviews ## Pricing Value for money 3.8 (17) ### Starting price Free trial not available Value for money 3.8 (17) 3.8 Based on 17 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[ Dynamics 365 Business Central](https://www.capterra.com/p/212111/Dynamics-365-Business-Central/)[ Dynamics 365 Sales](https://www.capterra.com/p/248301/Dynamics-365-Sales/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.5 (19) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.5 (19) 3.5 Based on 19 reviews ## User reviews Overall rating 3.5 Based on 21 reviews Filter by rating Counts reflect reviews available in this feed. 5(8) 4(7) 3(3) 2(0) 1(3) Mentioned topic Recent reviews first, then most helpful Dustin M. President Used the software for: Less than 1 year ### "Just went live and so far we love it, really expanded our capabilities in more than just order entry" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 5, 2018 Streamlined quote configuration and order entry process. Also using it to figure costs, and margins per order. Reduced mistakes from order entry where a user would select the wrong options for a configuration of our production units. Pros Ease of setup and configuration, it's not perfect but easiest I've ever used. Rules and formulas are very robust giving you more than one way to solve a problem. User interface is easy to stream line. Integrations with Dynamics 365 are excellent, even with custom fields. Customer service from Experlogix has been top notch. Cons As with any software there are always little things that can be a hassle. That said they have worked with me whenever possible to try and enhance the software for some of the things we have wanted to do but the software wasn't quite capable out of the box. Those problems have been few though. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Director of Sales Used the software for: 3-5 years ### "We use it mostly for an inventory management tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 April 4, 2024 it's been a great experience, it needs to open it's platform more, The apps of the day are talking more and more with each other. I would like to see that with experlogix Pros It's customizable, and you can do a lot with it. Cons How it can't integrate with other software apps Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Director of Pricing Used the software for: 3-5 years ### "Poor choice for CPQ" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 March 26, 2024 It was terrible. The person sent for implementation had no idea what he was doing. Super nice guy, but never delivered what was promised in the sales deck. Pros We had nothing before, so this is better than excel sheets. Cons difficult to use, not well laid out. Implementation was horrid. restrictive in the capability of filtering categories to select options. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Quoting Process Systems Engineer Used the software for: 3-5 years ### "Experlogix CPQ Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 March 28, 2024 The initial learning curve was fairly steep, but once mastered we were successful in customizing the product to our needs. As advertised it is very flexible and allows multiple ways to meet our needs. Pros It solved a need in a way that permitted much customization and it integrated with MS 365 which we were already using. Cons Initially we had to add our own document generation solution. The later addition of Smart Flows solved this issue. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Technical Product Manager Used the software for: 3-5 years ### "Matt's CPQ Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 August 14, 2023 Overall it seems to be so customizable that is is very capable to meet diverse customer needs. Because of that, it is easy to end up with a very convoluted or complex instance in Design Center. We have certainly had many performance issues. Some of the error logging/reporting is not quite usable for average modelers. Pros Complete control over the UI design. The ability to deploy to different environments in a lightweight fashion Cons Lack of native version control and collaborative features for modelers (at least in older versions).Lack of native quality of life features when writing formulas. Doesn't seem to support existing common scripting languages Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Data Scientist Used the software for: 3-5 years ### "Experlogix experience" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 4/10 April 8, 2024 The overall experience can be best described by being good and bad. Pros I like that we are able to adjust our prices and margins within the system. Cons I believe the configuration can be made much easier. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Data Analyst Used the software for: 3-5 years ### "Good Customer Support and Easy-to-learn Excel Logic" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 14, 2023 Pros Definitely a stand out is the customer support. I inherited the system from my predecessors with little to no documentation about the system, and through a combination of the customer support and training Experlogix provides, I was able to understand the base mechanics of the system. It also has logic very similar to Excel for building formulas, so if you understand Excel formulas it's easy to pick up. Cons With the way my company designed their set up, there are a lot of "models" and "series" that got created in order to support the particular set up they wanted. Because of this, any time we need to publish (which is a couple of times a day) it will bring down the system for the front end users for around 10 minutes each time. Overall it's more of a problem with how everything was set up instead of a problem with the software, but it has been a pain point. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Director Used the software for: Less than 1 year ### "Great CPQ Product extremely customizable. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 January 11, 2021 We signed up with Experlogix since February 2020 for Dynamics Business Central. (Cloud SaaS version). Initially the Experlogix software was buggy and it wasn’t ready for production. We were so frustrated initially that we wanted to get a refund back but we stuck with them. The mapping wasn’t working and dynamic items used for production weren’t created on the fly. Fortunately we stuck with Experlogix and gave them 2-3 months to fix all the issues they had with the software. Once all the issues are fixed and we can create items with variants on the fly, the software is essential to our worlflow. Now sales rep can create dynamic items on the fly, generate production orders dynamically. This reduces errors from our reps and production teams. Everything is so easy once it’s setup properly. Now I have to be honest that there are some bugs here and there and hopefully it can be fixed asap. Pros The design center is very easy to use. It's very easy to configure products. You can configure anything you want using the design center with minimal knowledge about codings. You need to know how series, models, properties, formula and rules work. Once you get a hang of it, you can build anything through it. This is by far what we like about Experlogix. Can also create production order on the fly which reduces mistake from the production team. Cons As with any software there are always little things that can be a hassle. That said they have worked with me whenever possible to try and enhance the software for some of the things we have wanted to do but the software wasn't quite capable out of the box. Those problems have been few though. There are still bugs here and there and hopefully Experlogix can fix it. Some bugs have been reported for many months already still pending for update & fix. There are a lot of minor bugs and it takes very long to fix. Experlogix really need to improve on this. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Director of Capital Products Used the software for: 3-5 years ### "This is great, Almost" 1.0 Overall Rating 1.0 1.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 6/10 March 26, 2024 pulling tooth and nails to get help with bug fixes. Absolutely obscured you can't call a person at ExperLogix. Pros Parent, Child, Grandchild configurations Cons All the bugs and incomplete code writing Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Nicholas H. Sr. Account Executive Used the software for: 3-5 years ### "Not a big fan of Experlogix CPQ " 3.0 September 30, 2021 Pros It is able to accommodate our general needs for quoting but isn't user friendly and has an ugly UI. Cons The time out issues are bad, the quoting approvals take longer than they should and making changes to quotes are very difficult. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/79923/Experlogix-CPQ/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.