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



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 the sample report file

Download the Required Generic Inquiry

Download the Required Import Scenarios:

Download this sample report

Download the Generic Inquiry required by the report

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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