While Configure Price Quote software is popular among businesses seeking to streamline and standardize their sales quoting process, many find these solutions overly complex and expensive.

Instead, sales representatives tend to create and manage Excel workbooks with the information they require to develop quotes.

If you use Excel alongside your ERP to configure unique quotes for your prospective customers, Velixo can help streamline this process - saving you time and money.

The Velixo Tile Estimating with Writeback report provides an example of how to perform CPQ tasks using Velixo and Excel.

Download the "Velixo Tile Estimating with Writeback Report"

Generic inquiry used by the report

Import Scenarios used by the report:

AR303000 - ACE Import Customers

PM301000 - Import Projects

PM302000 - Import PM Tasks

SO301000 - Import Job SO

❗ The import scenarios and generic inquiry are used by the sample report and must be installed in your ERP environment. The generic inquiry must also be made available through your ERP's OData feed.

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Simply right-click the link and select "Save Link As".

Sample Results

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