Experlogix CPQ vs Proposify

Experlogix CPQ automates configuration, pricing and quoting for complex products and services. Its rules engine evaluates configuration choices in real time to prevent invalid builds and account for engineering constraints. Pricing controls include contract, tiered and regional pricing, along with discount stacking and guardrails. The product can route quotes for approval, generate documents, and pass bill of materials, work breakdown structure and routing data to ERP systems. Listed integrations include Microsoft Dynamics 365 Sales, Business Central, Finance & Supply Chain Management, and Salesforce. The product page describes AI recommendations based on requirements written in plain language, with suggested options checked by the rules engine. Experlogix positions the product for high-complexity, high-volume quoting, including manufacturing and industrial engineering. It is a web product with hybrid deployment options. Pricing is available on request, and the product page offers a demo request. A guided trial includes five industry-specific scenarios, but no trial duration is stated. Support resources include customer support, a knowledge base, training and a partner portal.

Proposify is a web app for sales teams to create, send, track, and close customized proposals. Its drag-and-drop editor handles text, images, video, tables, and shapes, and interactive quotes let buyers select optional fees or enter quantities. Document analytics show when recipients open a proposal and how long they spend in each section. Documents can be created without a plan limit, though monthly send allowances vary: Basic includes 10, Team 30, and Business 75. All plans allow legal e-signatures, and the service supports online payment collection, custom branding, and CRM integrations. Proposals are created and sent in the web app; an iOS companion app monitors proposal activity. A 14-day trial includes Team plan features. Basic costs $19/user/mo when billed annually, while Basic monthly costs $29/user/mo and Team quarterly costs $49/user/mo. The company states that proposals use encrypted links and 256-bit SSL security, and that it is GDPR compliant and SOC 2 Type 2 certified.