Using Excel and Velixo as a CPQ Tool - Acumatica

Modified on Wed, 20 Sep 2023 at 10:04 PM

Applies to

  • Velixo NX
  • Velixo Classic
  • Acumatica, MYOB Advanced, Cegid XRP Flex



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.


  • Generic Inquiry
  • Generic Writeback


Demo video

Download this sample file

Download this sample report

This report also requires the below Generic Inquiry and Import scenarios to be installed in your Acumatica instance.

Download the Generic Inquiry required by the report

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