Platform

Powerful features, zero complexity

Everything you need to configure, price, and quote at enterprise scale.

Neblex CPQ advanced rule builder with conditions, actions, and a test-attribute panel
Neblex CPQ function editor showing JavaScript with an embedded DQL query and live validation

Rule Engine & Logic

The Neblex rule engine is the brain of the platform, orchestrating configuration, pricing, visibility, approvals, and automation.

  1. 01

    Comprehensive Rule Types

    BOM rules, pricing rules, recommendation rules, and visibility constraints, all managed visually.

  2. 02

    Data-Driven Rules

    Query, update, and insert into data tables natively within your rule logic.

  3. 03

    Traceable Evaluation

    The rule test panel shows a per-condition trace of exactly why a rule passed or failed, so debugging product logic is inspection, not guesswork.

  4. 04

    Scripting Language

    Write expressive logic in a sandboxed scripting environment with memory and time limits and full rule context.

  5. 05

    Approval & Behavior Triggers

    Rule outcomes drive visibility, requirements, and values in the configurator; expression triggers over the quote route deals into approval.

Neblex CPQ 3D bindings viewer rendering a configured vehicle with attribute-driven material bindings
Demo model: CesiumMilkTruck (opens in new tab) by Cesium (opens in new tab), licensed under CC BY 4.0 (opens in new tab). Shown rendered unmodified in the Neblex 3D viewer.

3D Product Visualization

Render your product in real time as customers configure. The same rules that drive the quote drive the geometry, materials, and animations on screen.

  1. 01

    Universal Asset Pipeline

    Upload glTF, glB, STEP, IGES, STL, OBJ, FBX, USD, or 3MF. Automatic conversion, level-of-detail generation, and CDN delivery, no asset prep required.

  2. 02

    Rule-Driven Bindings

    Toggle visibility, swap meshes, change materials, play animations, frame the camera, or pin annotations, all triggered by attribute values or expressions.

  3. 03

    Assisted Binding Setup

    A smart matcher scores your product attributes against the model manifest and suggests bindings ready to accept with one click.

Neblex CPQ quote layout builder with header, sections, blocks, merge fields, and visibility expressions
A branded quotation generated from a Neblex CPQ layout, with line items, discounts, tax, and totals

Document Output

Generate stunning, branded quotes with pixel-perfect control, from dynamic PDFs to BOM generation.

  1. 01

    Drag-and-Drop PDF Builder

    Design branded quote layouts with live preview and merge fields.

  2. 02

    Template Management

    Multiple quote templates by customer or type, with a tenant default and a shared document library behind them.

  3. 03

    BOM Output

    Structured bills of material for ERP, fulfillment, or manufacturing integration.

  4. 04

    DocuSign Signing

    Send quotes for signature directly from Neblex with multi-signer routing, live envelope status, void and resend, and signed documents stored on the quote.

Security & Approvals

Enterprise-ready with built-in RBAC, SSO, 2FA, audit logging, and approval workflows.

  1. 01

    Approval Workflows

    Sequential or parallel approvals with rules, email-based actions, and audit tracking.

  2. 02

    SSO & 2FA

    Secure access via OIDC, enforce MFA, passkey support, and track device-level trust.

  3. 03

    Audit Logging

    Every change is logged. Fine-grained RBAC controls every feature and function.

The Neblex CPQ OpenAPI reference rendered as Swagger UI inside the app, showing authentication and configuration endpoints
Neblex CPQ integration event listeners with subscribed event types bound to a service account

Headless & API-First Integration

Neblex is a headless CPQ. Every operation is an API call, every UI you see is just one consumer of the same endpoints you can call yourself. Bring your own frontend, embed in your portal, or run alongside our UI.

  1. 01

    Full OpenAPI Specification

    Every callable endpoint documented and rendered inline as Swagger UI. Controller-grounded, no speculation. Build integrations against the contract, not screenshots.

  2. 02

    Integration Event Feed

    A cursor-based fetch-and-acknowledge event feed covering quote, approval, customer, part, and configuration events, so downstream systems never miss a change.

  3. 03

    External API Calls in Rules

    Invoke any third-party REST API directly from rules and functions. Encrypted credentials at rest, gated test-before-save, runtime caps enforced per customer.

  4. 04

    Flexible Deployment

    Shared cloud, dedicated instance, or secure private environment. Custom domains for white-labeled partner portals or embedded workflows.

  5. 05

    Bring Your Own Frontend

    Build a fully custom UI against the API and skip our client entirely if you want to. The same authentication, configuration runtime, pricing, and document generation, on your terms.

Authoring a Neblex CPQ pricing rule: modifier type and value, scope, stacking, effective dates, qualifier conditions, and volume breaks
Neblex CPQ pricing rules with volume breaks, qualifiers, scope, and priority

Layered Pricing Engine

Price lists, configuration modifiers, pricing rules, volume breaks, and discount codes composed in a deterministic waterfall. Cost is sacred. Every adjustment is auditable.

  1. 01

    Customer-Specific Price Lists

    Per-customer price lists with overrides, effective dates, and currency lock. Fall back to your global list when a customer-specific entry is missing.

  2. 02

    Pricing Rules Engine

    Qualifier-driven adjustments at the line, configuration, or quote level. Build percentage, fixed-amount, override, or markup rules that fire automatically when conditions match.

  3. 03

    Volume Tiers

    Quantity-based price breaks defined per product, per customer, or per price list. Re-priced automatically as the cart changes.

  4. 04

    Discount Codes

    Codes with usage limits, validity windows, and minimum order values. Quote or line scope, mutually exclusive with manual discounts at the same level, audit-trailed end to end.

  5. 05

    Multi-Currency

    Native support for multiple currencies with exchange rates you manage and per-quote currency lock. Same offer, multiple markets, no spreadsheet.

Neblex CPQ at-risk deals report scoring open quotes by margin, age, and discount pressure

Deal Intelligence

Built-in coaching that scores every open quote against your historical wins and tells reps exactly what to fix. A transparent scoring model: no training, no data engineering, no black box.

  1. 01

    Real-Time Deal Scoring

    Every quote benchmarked the moment it changes. Thin margins, undersized deals, heavy discounts, aging opportunities, expiring quotes - all surfaced inline with a clear risk score.

  2. 02

    Recommended Actions

    When a deal is at risk, Neblex tells you why and what to do about it. Plain-language coaching that reps can act on, mapped to every risk factor we detect.

  3. 03

    Margin Analysis Dashboards

    Margin distribution, deal size vs. benchmark, discount pressure, rep performance, and product profitability rolled up into views leadership can read in 30 seconds.

  4. 04

    At-Risk Pipeline

    Pipeline of every open quote needing attention right now, ranked by exposure. Stop digging through CRM reports to find the deals slipping through your hands.

Matt - AI Assistant

Built for the people configuring Neblex. Ask Matt how to use the app, where to find a setting, or how to configure something. He also writes functions, rules, and queries grounded in your real setup. Read-only by design and admits when he doesn't know.

Learn more about Matt
  1. 01

    App Help & How-To

    Points you to the right setting, walks you through configuring a feature, and tells you what each option does.

  2. 02

    Function Authoring

    Writes the calculations and custom logic your configurations need - sizing, pricing, validations, lookups - tailored to your models and attributes.

  3. 03

    Rule Guidance

    Recommends the right kind of rule for the job - disable an option, set a value, validate input, suggest products - instead of pushing you to write custom code.

  4. 04

    Knows Your Setup

    Live picture of the data tables, models, attributes, functions, rules, and external connections in your environment. Answers "what do I have" instantly.

Neblex CPQ territory management with territory groups and a visual rule builder
Neblex CPQ quota plans with period, metric, credit basis, and per-user quota assignments

Quota & Territory Management

Plan, assign, and track quota at the rep, team, and territory level. No more spreadsheet shuffles, no more end-of-quarter forecasting surprises.

  1. 01

    Quota Plans

    Build quota plans with per-rep targets, adjust assignments mid-cycle, and track attainment in real time across the organization.

  2. 02

    Visual Territory Canvas

    Slice territories by industry, geography, customer attributes, or any combination using a visual rule canvas. Re-territorialize without re-keying assignments.

  3. 03

    Real-Time Attainment

    Every rep sees their attainment, projected close, and pipeline contribution against quota. Same numbers leadership reads, no end-of-month reconciliation.

  4. 04

    Credit Splits

    Multi-rep deals split fairly, with credit assigned across reps on the quote and attainment reflecting each share.

Composing a Neblex CPQ bundle rule: trigger dimensions, target dimensions, and a violation message
Neblex CPQ bundle rules defining require, exclude, and recommend relationships between products

Bundling

Sell more than one product at a time. Bundle rules turn cross-sell knowledge from tribal lore into something your CRM, your engine, and your reps can all enforce consistently.

  1. 01

    Visual Bundle Authoring

    Define what goes with what, and when, using require, exclude, and recommend rules over product dimensions. No code, no spreadsheets.

  2. 02

    Cross-Product Validation

    Block invalid combinations before the quote leaves the rep's screen. Bundle violations surface inline with actionable messages instead of silent quote rejections.

  3. 03

    Cross-Sell Recommendations

    Recommend rules surface the products that belong on the deal, inline on the quote, while reps still control what gets added.

The same Neblex CPQ quotation generated in English with USD pricing and in German with EUR pricing
Illustrative quotation content.

Speak Your Customer's Language

Localized end to end. The application UI, validation messages, generated quote PDFs, customer-facing emails, and shared quote pages all flow through one translation layer so nothing is left in the wrong language.

  1. 01

    Built for Localization

    English and German ship out of the box, localized end to end. The architecture supports any ISO 639-1 code through resource-bundle translation.

  2. 02

    Language Allow Lists

    You decide which languages your workspace offers. Per-user preferences for internal users, per-quote language for the buyer.

  3. 03

    Localized Customer Outputs

    Document templates and quote layouts can carry per-language variants so branded PDFs and email touchpoints land in the customer's language without a separate template per region.

  4. 04

    Currency + Language Together

    Quote currency and language both lock per-quote. Send the same offer to a German auto-OEM and a US distributor without manually translating anything.