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EXPERLOGIX

CPQ, document automation, and digital commerce software for enterprise organizations.

Document Management Established PE-Backed
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Overview

Experlogix is a document automation and CPQ (Configure, Price, Quote) software provider for enterprise organizations, including insurance carriers and financial services firms. Founded in 2002 and headquartered in South Jordan, Utah, the company serves customers across manufacturing, medical, mobility, and insurance sectors. For insurers, Experlogix automates the creation and delivery of policy documents, quotes, claims forms, and renewal communications with consistent branding and regulatory compliance.

The platform includes three core product lines: a CPQ engine for Microsoft Dynamics 365, Salesforce, and Oracle NetSuite; a document automation suite for generating personalized, data-driven documents at scale; and a digital commerce module for B2B self-service portals. The low-code design interface allows business users to build and modify document templates and pricing configurations without developer involvement. Experlogix integrates bidirectionally with core business systems via its proprietary Cloud Connect technology, eliminating the need for middleware.

Recapitalized by Featheringill Capital in 2019, Experlogix has raised USD 10.5M in total funding. The company supports a global partner ecosystem of over 450 value-added resellers and OEM partners, and has documented customer results including 83% reductions in time-to-quote and 80% reductions in service call time.

Products & Services

CPQ (Configure, Price, Quote)

Enterprise CPQ solution integrated with Microsoft Dynamics 365, Salesforce, and Oracle NetSuite. Handles complex product configurations, multi-tier pricing, bill of materials, routing automation, and automated discount approvals.

Key Features

  • Bidirectional data flow between CPQ and CRM systems via Cloud Connect
  • Hundreds of configuration options per product with industrial-grade complexity
  • Automated approval workflows for discounts and exceptions
  • Multi-currency and multi-region pricing support

Target Users: Sales teams and operations staff at manufacturers, distributors, and insurance carriers

Document Automation

Automated generation of insurance documents, contracts, quotes, and policies with dynamic data field integration. Supports jurisdiction-specific content, dynamic tables, conditional logic, and embedded e-signature workflows.

Key Features

  • Low-code/no-code document template designer for business users
  • Integration with DocuSign and Adobe Sign for e-signature
  • Dynamic content embedding including jurisdiction-specific language and compliance clauses
  • Batch document generation for renewals and mass communications

Target Users: Insurance carriers, policy administration teams, compliance and operations staff

Digital Commerce (B2B WebShop)

B2B self-service ordering portals and customer-facing web experiences. Originally launched under the Aphix brand, this module enables distributors and insurers to offer digital buying experiences with personalized pricing and product catalogs.

Key Features

  • Customer portal with self-service ordering and account management
  • Personalized pricing and product catalog display
  • Integration with ERP and CRM for real-time data
  • Configurable branded storefront

Target Users: B2B distributors, manufacturers, and insurance organizations with agent or broker-facing portals

Smart Flows

Microsoft Power Platform integration enabling workflow automation and data synchronization across connected business systems.

Key Features

  • Pre-built connectors for Microsoft Power Automate
  • Automated data routing between CPQ, CRM, and ERP
  • Trigger-based workflow execution

Target Users: IT teams and business analysts managing Microsoft-stack environments

At a Glance

Founded
2002
Headquarters
South Jordan, Utah, USA
Employees
201-500
Funding
PE-Backed

Category & Focus

Category
Document Management
Subcategories
Document Automation CPQ Digital Commerce
Insurance Verticals
Life & Annuity P&C Personal P&C Commercial Health
Target Customers
Carriers, MGAs/MGUs, TPAs

Customers

  • Klipspringer
  • Trust Pet Products Ltd
  • United Hardware and Time Products (UK) Ltd
  • ReliaFund Inc
  • JourneyTeam

Links

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Last updated: 2026-05-12