Using Excel and Velixo as a CPQ Tool - Acumatica
Created by Damien Zwillinger, Modified on Tue, 10 Oct 2023 at 01:00 PM by Harry Lewis
Applies to
- Velixo NX
- Velixo Classic
- Acumatica, MYOB Advanced, Cegid XRP Flex
TABLE OF CONTENTS
Purpose
While Configure Price Quote (CPQ) 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.
Coverage
- Generic Inquiry
- Generic Writeback
Examples
Demo video
Download the sample report file | Download the Required Generic Inquiry | Download the Required Import Scenarios: |
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This report also requires that the Generic Inquiry and Import scenarios to be installed in your ERP instance.
💡 Having trouble downloading the files?
Simply right-click the link and select Save link as
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