Experlogix CPQ and Document Automation
Simplified, optimized document generation coupled with CPQ
The Experlogix document generation and document automation solution lets you build simplified, automated processes for the creation, generation, management, storage, delivery, and e-signature of business documents. With the click of a button, you are empowered to create tailored, accurate and compelling quotes and proposals that leverages data from Experlogix CPQ, CRM, ERP and other data sources, guided through logic-based, optimized approval, delivery, e-signature, and archiving flows. So you can engage with your customers faster than the competition, all while increasing internal efficiency.
A powerful solution for business users
From your Microsoft Dynamics 365 or Salesforce environment, your business users can leverage Experlogix CPQ’s powerful yet simple-to-use capabilities to configure and price complex products with accuracy, and deliver customized, professional quotes through automated and consistent processes powered by Experlogix Document Automation, accelerating sales cycles, improving document quality and increasing revenue.
Unlimited data sets
Multiple data sets – Experlogix CPQ, Dynamics 365/Dataverse, Salesforce, ERP, ECM, user input, XML, and other data sources – can be created and combined in document templates during the flow execution. Experlogix has no limitations on the data you can use in your quotes and proposals.
Advanced document design
The solution comes with the Experlogix Template Builder, a Microsoft Word add-in that allows users to easily create dynamic templates that automatically integrate customer information, images and descriptions of products, pricing tables, terms and conditions, warranties, etc., and incorporate complex pricing and discounting calculations and logic-based conditions.
Conditional document flows
Users can visually build automated document flows that contain conditional steps, such as sending generated documents by email, to a network printer or via an e-signature platform, creating Notes and Activities/Tasks with attached documents, and storing generated documents in Experlogix Content Manager, Microsoft Dynamics 365, SharePoint, or Salesforce.
Role-based flow selection
In addition to Experlogix CPQ, Dynamics 365 and Salesforce, Experlogix offers seamless integrations with other leading applications and systems – DocuSign, Sertifi, OneSpan Sign, Adobe Sign, file storage and sharing, and ECM. It can also be connected to Experlogix components such as Smart Forms and Content Manager.
Centralized management console
Ready to leverage the power of Experlogix Document Automation?