CPQ (Configure, Price, Quote) with Excel

Many businesses use Excel spreadsheets for highly tailored configuration, pricing and quoting calculations. Excel is powerful, agile and familiar, but sharing spreadsheets containing critical business logic creates many problems that can lead to chaos, including version confusion and potential IP exposure. Instead of discarding your spreadsheets and replacing them with a costly commercial or custom-coded CPQ solution, EASA offers a unique alternative.

Read on to see how EASA could transform your Configure-Price-Quote process.

Excel integration with Salesforce, MS Dynamics and more for CPQ

Continue using spreadsheets

Spreadsheets are secured

Your underlying spreadsheets are no longer shared – no exposure of your sensitive pricing information and calculations, inadvertent overwrites and errors, or version confusion. Spreadsheet chaos is eliminated!

Utilize existing calculations

These apps “drive” the spreadsheets you already use, meaning you do not have to recreate and re-validate your complex calculations.

Low code environment

Using our simple tools, anyone can create a custom, easy-to-use web app, without any programming experience.

Integration capability

EASA also enables you to integrate spreadsheets with databases, ERP and CRM systems, allowing error-free and convenient access to key pricing and customer information.

Try our CPQ Application Demo now

Your CPQ applications can now be used by customers, distributors, and other external users

Enabling “self-service” pricing and quoting is often desirable, but nearly impossible if you must share spreadsheets. With EASA, only the web app is shared, while the underlying Excel spreadsheet remains completely secure and untouched. Furthermore, if desired you can tailor the web app to appear as an elegant and unique user interface, completely hiding the spreadsheet origins.

Whether or not you have any coding or application development experience, you will be able to quickly and easily create web apps with EASA. Our low-code environment allows those who understand the requirements to create apps themselves, without the need to relay requirements to a busy development team. Simply transfer your CPQ process to an EASA web app with our simple and intuitive tools.

Use your CPQ software anywhere – all you need is a browser!

An EASA web app requires no software to be downloaded and installed. All you need is your usual web browser. This allows unrivaled flexibility when it comes to CPQ.

  • You can utilize your CPQ solution from anywhere and on any device that has a browser and internet connectivity.
  • Field sales staff can generate quotes with only a tablet or even a mobile phone.
  • Your CPQ app can communicate seamlessly with other systems such as databases and CRM.

How Zurich transformed spreadsheets into a web-enabled Excel CPQ app

Zurich, a global provider of insurance products, were looking for a way to securely distribute spreadsheets used for product pricing and eliminate the common Excel ‘chaos’ issues. EASA’s software provided a solution that allowed Zurich to:

✔ Avoid version confusion

✔ Protected intellectual property

✔ Ensured data was consistent across systems and databases

Free Project Consultation

Request a free project consultation with EASA so we can discuss your requirements and, if desired, provide you with a demonstration of the software.