Experlogix CPQ and Document Automation in Salesforce was used by Altera Digital Health to simplify a complex sales process by managing complex product catalogs, applying region-specific pricing, currencies, and legal entities, automating discount approvals, generating customer-facing contracts directly from quotes, and connecting submitted orders to Microsoft Dynamics 365 Finance and Operations.

Experlogix is an enterprise SaaS company that helps businesses simplify sales and revenue growth while improving productivity. Our solutions cut through operational complexity, so your teams move faster and deliver experiences customers love. Since 2000, we’ve empowered thousands of organizations worldwide with three product lines that work together or independently: • CPQ (Configure, Price, Quote): Replace spreadsheets and manual reviews with intelligent configuration, pricing, and approval workflows. Generate fast, accurate quotes in minutes—not days. Ideal for companies with complex needs like bundled offerings, BOM support, multi-tiered pricing, subscription models, 3D visualization, guided selling, and any other complexity you have. • Document Automation: Create, manage, and deliver mission-critical documents with template-driven automation that improves speed, accuracy and compliance. Built to scale for Global 100 firms, it integrates with your systems of record to ensure every document reflects the most current data—whether contracts, proposals, statements, or regulatory communications. • Digital Commerce: Put a modern web shop at the center of your B2B buying experience—enabling 24×7 online ordering at your customers’ convenience. Simplify e-commerce and grow revenue while your customers browse, configure, and purchase products anytime, anywhere, through intuitive self-service portals, personalized account dashboards and mobile-ready storefronts. Deep ERP integration ensures real-time pricing, inventory, and order data, while supporting complex catalogs and multi-tiered pricing. --- Whether you’re a global enterprise or a growing mid-sized business, Experlogix scales to fit your needs with low-code flexibility, multi-language/multi-currency support, and enterprise-grade security. With offices in North America and Europe, we support customers across all industries— helping you accelerate sales and improve productivity.