Using Excel and Velixo as a CPQ Tool - Acumatica
Created by Harry Lewis, Modified on Fri, 09 Feb 2024 at 04:30 PM by Harry Lewis
Applies to
- Velixo NX
- Velixo Classic
- Acumatica, MYOB Advanced, Cegid XRP Flex
TABLE OF CONTENTS
Purpose
Please see Introduction to Report Templates for information about Samples, Demos, and Production Templates and the differences between them. You many also want to refer to How to Modify Velixo Sample Reports.
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: |
sample report |
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This report also requires that the Import Scenarios and Generic Inquiry 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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