{"id":343382,"date":"2026-03-11T18:24:39","date_gmt":"2026-03-11T18:24:39","guid":{"rendered":"https:\/\/experlogix.com\/?post_type=case_studies&#038;p=343382"},"modified":"2026-09-01T13:57:46","modified_gmt":"2026-09-01T13:57:46","slug":"imagine360","status":"publish","type":"case_studies","link":"https:\/\/experlogix.com\/nl\/case-studies\/imagine360\/","title":{"rendered":"Imagine360"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_code _builder_version=&#8221;4.27.8&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<div class=\"xpl-imagine360-case\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<style><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case,<!-- [et_pb_line_break_holder] -->.xpl-imagine360-case *{<!-- [et_pb_line_break_holder] -->  box-sizing:border-box;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case{<!-- [et_pb_line_break_holder] -->  --xpl-blue:#0C214C;<!-- [et_pb_line_break_holder] -->  --xpl-green:#077260;<!-- [et_pb_line_break_holder] -->  --xpl-green-dark:#05594B;<!-- [et_pb_line_break_holder] -->  --xpl-green-soft:#EFF8F5;<!-- [et_pb_line_break_holder] -->  --xpl-blue-soft:#F3F8FD;<!-- [et_pb_line_break_holder] -->  --xpl-line:#DDE7E5;<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  width:100%;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case p,<!-- [et_pb_line_break_holder] -->.xpl-imagine360-case li{<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:1rem;<!-- [et_pb_line_break_holder] -->  line-height:1.65;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case p{<!-- [et_pb_line_break_holder] -->  margin:0 0 1rem;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case h2{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  margin:0 0 1rem;<!-- [et_pb_line_break_holder] -->  padding-left:1.05rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:clamp(1.55rem,2.3vw,2rem);<!-- [et_pb_line_break_holder] -->  line-height:1.2;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case h2::before{<!-- [et_pb_line_break_holder] -->  content:\"\";<!-- [et_pb_line_break_holder] -->  position:absolute;<!-- [et_pb_line_break_holder] -->  left:0;<!-- [et_pb_line_break_holder] -->  top:.12em;<!-- [et_pb_line_break_holder] -->  bottom:.12em;<!-- [et_pb_line_break_holder] -->  width:4px;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:999px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* TEXT LINKS *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case a.xpl-imagine360-case__text-link,<!-- [et_pb_line_break_holder] -->.xpl-imagine360-case a.xpl-imagine360-case__text-link:visited{<!-- [et_pb_line_break_holder] -->  color:var(--xpl-green)!important;<!-- [et_pb_line_break_holder] -->  -webkit-text-fill-color:var(--xpl-green)!important;<!-- [et_pb_line_break_holder] -->  text-decoration:underline!important;<!-- [et_pb_line_break_holder] -->  text-decoration-thickness:1px!important;<!-- [et_pb_line_break_holder] -->  text-underline-offset:3px!important;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case a.xpl-imagine360-case__text-link:hover,<!-- [et_pb_line_break_holder] -->.xpl-imagine360-case a.xpl-imagine360-case__text-link:focus{<!-- [et_pb_line_break_holder] -->  color:var(--xpl-green-dark)!important;<!-- [et_pb_line_break_holder] -->  -webkit-text-fill-color:var(--xpl-green-dark)!important;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case a.xpl-imagine360-case__text-link::after{<!-- [et_pb_line_break_holder] -->  content:\" \u2197\";<!-- [et_pb_line_break_holder] -->  font-size:.86em;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* SECTIONS *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__section{<!-- [et_pb_line_break_holder] -->  padding:2.25rem 0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__section + .xpl-imagine360-case__section{<!-- [et_pb_line_break_holder] -->  border-top:1px solid var(--xpl-line);<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* INTRO *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__intro{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  overflow:hidden;<!-- [et_pb_line_break_holder] -->  margin:0 0 1.5rem;<!-- [et_pb_line_break_holder] -->  padding:1.65rem 1.75rem;<!-- [et_pb_line_break_holder] -->  background:linear-gradient(<!-- [et_pb_line_break_holder] -->    135deg,<!-- [et_pb_line_break_holder] -->    var(--xpl-green-soft) 0%,<!-- [et_pb_line_break_holder] -->    #fff 74%<!-- [et_pb_line_break_holder] -->  );<!-- [et_pb_line_break_holder] -->  border:1px solid rgba(7,114,96,.18);<!-- [et_pb_line_break_holder] -->  border-left:5px solid var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:14px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__intro::after{<!-- [et_pb_line_break_holder] -->  content:\"\";<!-- [et_pb_line_break_holder] -->  position:absolute;<!-- [et_pb_line_break_holder] -->  width:160px;<!-- [et_pb_line_break_holder] -->  height:160px;<!-- [et_pb_line_break_holder] -->  right:-80px;<!-- [et_pb_line_break_holder] -->  top:-85px;<!-- [et_pb_line_break_holder] -->  border:22px solid rgba(7,114,96,.05);<!-- [et_pb_line_break_holder] -->  border-radius:50%;<!-- [et_pb_line_break_holder] -->  pointer-events:none;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__headline{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  z-index:1;<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  max-width:920px;<!-- [et_pb_line_break_holder] -->  margin:0 0 .75rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-green);<!-- [et_pb_line_break_holder] -->  font-size:clamp(1.2rem,2vw,1.48rem);<!-- [et_pb_line_break_holder] -->  line-height:1.35;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__intro p{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  z-index:1;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__intro p:last-child{<!-- [et_pb_line_break_holder] -->  margin-bottom:0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* FACTS *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__facts{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(2,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  gap:.8rem;<!-- [et_pb_line_break_holder] -->  margin:1rem 0 1.4rem;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__fact{<!-- [et_pb_line_break_holder] -->  min-width:0;<!-- [et_pb_line_break_holder] -->  padding:1rem 1.1rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-blue-soft);<!-- [et_pb_line_break_holder] -->  border-top:3px solid var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:8px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__fact-label{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .3rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-green-dark);<!-- [et_pb_line_break_holder] -->  font-size:.8rem;<!-- [et_pb_line_break_holder] -->  line-height:1.3;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->  text-transform:uppercase;<!-- [et_pb_line_break_holder] -->  letter-spacing:.035em;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__fact-value{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:.95rem;<!-- [et_pb_line_break_holder] -->  line-height:1.5;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* METRICS *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__metrics{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(2,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  overflow:hidden;<!-- [et_pb_line_break_holder] -->  margin:1.4rem 0;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  border-radius:12px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__metric{<!-- [et_pb_line_break_holder] -->  padding:1.5rem 1.1rem;<!-- [et_pb_line_break_holder] -->  text-align:center;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__metric + .xpl-imagine360-case__metric{<!-- [et_pb_line_break_holder] -->  border-left:1px solid rgba(255,255,255,.16);<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__metric-value{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .35rem;<!-- [et_pb_line_break_holder] -->  color:#fff;<!-- [et_pb_line_break_holder] -->  font-size:clamp(1.8rem,4vw,2.6rem);<!-- [et_pb_line_break_holder] -->  line-height:1.05;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__metric-label{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  max-width:350px;<!-- [et_pb_line_break_holder] -->  margin:0 auto;<!-- [et_pb_line_break_holder] -->  color:#fff;<!-- [et_pb_line_break_holder] -->  font-size:.88rem;<!-- [et_pb_line_break_holder] -->  line-height:1.45;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* BENEFITS *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__benefits-title{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:40px 0 1rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:1.8rem;<!-- [et_pb_line_break_holder] -->  line-height:1.25;<!-- [et_pb_line_break_holder] -->  font-weight:600;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__benefits{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(2,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  gap:.7rem;<!-- [et_pb_line_break_holder] -->  list-style:none!important;<!-- [et_pb_line_break_holder] -->  margin:0!important;<!-- [et_pb_line_break_holder] -->  padding:0!important;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__benefits li{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  list-style:none!important;<!-- [et_pb_line_break_holder] -->  margin:0!important;<!-- [et_pb_line_break_holder] -->  padding:.95rem 1rem .95rem 2rem!important;<!-- [et_pb_line_break_holder] -->  background:#fff;<!-- [et_pb_line_break_holder] -->  border:1px solid var(--xpl-line);<!-- [et_pb_line_break_holder] -->  border-radius:8px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__benefits li::before{<!-- [et_pb_line_break_holder] -->  content:\"\";<!-- [et_pb_line_break_holder] -->  position:absolute;<!-- [et_pb_line_break_holder] -->  left:.9rem;<!-- [et_pb_line_break_holder] -->  top:1.55rem;<!-- [et_pb_line_break_holder] -->  width:7px;<!-- [et_pb_line_break_holder] -->  height:7px;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:50%;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* CARD GRIDS *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__grid{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(2,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  gap:.8rem;<!-- [et_pb_line_break_holder] -->  margin:1.35rem 0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__challenge{<!-- [et_pb_line_break_holder] -->  padding:1.1rem 1.15rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-green-soft);<!-- [et_pb_line_break_holder] -->  border:1px solid rgba(7,114,96,.18);<!-- [et_pb_line_break_holder] -->  border-radius:9px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__solution{<!-- [et_pb_line_break_holder] -->  padding:1.1rem 1.15rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-blue-soft);<!-- [et_pb_line_break_holder] -->  border-top:3px solid var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:9px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__card-title{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .4rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:1rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__challenge .xpl-imagine360-case__card-title{<!-- [et_pb_line_break_holder] -->  color:var(--xpl-green-dark);<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__challenge p,<!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__solution p{<!-- [et_pb_line_break_holder] -->  margin:0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* PRICING REQUIREMENTS *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__pricing{<!-- [et_pb_line_break_holder] -->  margin:1.35rem 0;<!-- [et_pb_line_break_holder] -->  padding:1.3rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-blue-soft);<!-- [et_pb_line_break_holder] -->  border-radius:11px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__pricing-title{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .85rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:1.05rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__pricing-grid{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(2,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  gap:.7rem;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__pricing-item{<!-- [et_pb_line_break_holder] -->  padding:1rem;<!-- [et_pb_line_break_holder] -->  background:#fff;<!-- [et_pb_line_break_holder] -->  border-radius:8px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__pricing-item strong{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .3rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:.96rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__pricing-item p{<!-- [et_pb_line_break_holder] -->  margin:0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* WORKFLOW *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__workflow{<!-- [et_pb_line_break_holder] -->  margin:1.4rem 0;<!-- [et_pb_line_break_holder] -->  padding:1.35rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-blue-soft);<!-- [et_pb_line_break_holder] -->  border-radius:12px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__workflow-title{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 1rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:1.1rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__steps{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(2,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  gap:.7rem;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__step{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  padding:1rem 1rem 1rem 3.4rem;<!-- [et_pb_line_break_holder] -->  background:#fff;<!-- [et_pb_line_break_holder] -->  border-radius:8px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__step-number{<!-- [et_pb_line_break_holder] -->  position:absolute;<!-- [et_pb_line_break_holder] -->  left:.9rem;<!-- [et_pb_line_break_holder] -->  top:.9rem;<!-- [et_pb_line_break_holder] -->  display:flex;<!-- [et_pb_line_break_holder] -->  align-items:center;<!-- [et_pb_line_break_holder] -->  justify-content:center;<!-- [et_pb_line_break_holder] -->  width:34px;<!-- [et_pb_line_break_holder] -->  height:34px;<!-- [et_pb_line_break_holder] -->  color:#fff;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:50%;<!-- [et_pb_line_break_holder] -->  font-size:.85rem;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__step strong{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .25rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:.95rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__step p{<!-- [et_pb_line_break_holder] -->  margin:0;<!-- [et_pb_line_break_holder] -->  font-size:.92rem;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* FLEXIBILITY CALLOUT *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__flex{<!-- [et_pb_line_break_holder] -->  margin:1.4rem 0;<!-- [et_pb_line_break_holder] -->  padding:1.3rem 1.35rem;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-green-soft);<!-- [et_pb_line_break_holder] -->  border:1px solid rgba(7,114,96,.18);<!-- [et_pb_line_break_holder] -->  border-left:5px solid var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:0 11px 11px 0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__flex-title{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .45rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-green-dark);<!-- [et_pb_line_break_holder] -->  font-size:1.05rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__flex p:last-child{<!-- [et_pb_line_break_holder] -->  margin-bottom:0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* RESULTS *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__results{<!-- [et_pb_line_break_holder] -->  display:grid;<!-- [et_pb_line_break_holder] -->  grid-template-columns:repeat(2,minmax(0,1fr));<!-- [et_pb_line_break_holder] -->  gap:.8rem;<!-- [et_pb_line_break_holder] -->  margin:1.35rem 0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__result{<!-- [et_pb_line_break_holder] -->  position:relative;<!-- [et_pb_line_break_holder] -->  padding:1.1rem 1.15rem 1.1rem 1.35rem;<!-- [et_pb_line_break_holder] -->  background:#fff;<!-- [et_pb_line_break_holder] -->  border:1px solid var(--xpl-line);<!-- [et_pb_line_break_holder] -->  border-radius:9px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__result::before{<!-- [et_pb_line_break_holder] -->  content:\"\";<!-- [et_pb_line_break_holder] -->  position:absolute;<!-- [et_pb_line_break_holder] -->  left:0;<!-- [et_pb_line_break_holder] -->  top:0;<!-- [et_pb_line_break_holder] -->  bottom:0;<!-- [et_pb_line_break_holder] -->  width:4px;<!-- [et_pb_line_break_holder] -->  background:var(--xpl-green);<!-- [et_pb_line_break_holder] -->  border-radius:9px 0 0 9px;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__result-title{<!-- [et_pb_line_break_holder] -->  display:block;<!-- [et_pb_line_break_holder] -->  margin:0 0 .35rem;<!-- [et_pb_line_break_holder] -->  color:var(--xpl-blue);<!-- [et_pb_line_break_holder] -->  font-size:1rem;<!-- [et_pb_line_break_holder] -->  line-height:1.4;<!-- [et_pb_line_break_holder] -->  font-weight:700;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->.xpl-imagine360-case__result p{<!-- [et_pb_line_break_holder] -->  margin:0;<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\/* RESPONSIVE *\/<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->@media (max-width:800px){<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-imagine360-case__benefits,<!-- [et_pb_line_break_holder] -->  .xpl-imagine360-case__grid,<!-- [et_pb_line_break_holder] -->  .xpl-imagine360-case__pricing-grid,<!-- [et_pb_line_break_holder] -->  .xpl-imagine360-case__steps,<!-- [et_pb_line_break_holder] -->  .xpl-imagine360-case__results{<!-- [et_pb_line_break_holder] -->    grid-template-columns:1fr;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->@media (max-width:650px){<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-imagine360-case__facts,<!-- [et_pb_line_break_holder] -->  .xpl-imagine360-case__metrics{<!-- [et_pb_line_break_holder] -->    grid-template-columns:1fr;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-imagine360-case__metric + .xpl-imagine360-case__metric{<!-- [et_pb_line_break_holder] -->    border-left:0;<!-- [et_pb_line_break_holder] -->    border-top:1px solid rgba(255,255,255,.16);<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->@media (max-width:520px){<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-imagine360-case__section{<!-- [et_pb_line_break_holder] -->    padding:1.8rem 0;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-imagine360-case__intro{<!-- [et_pb_line_break_holder] -->    padding:1.25rem;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><\/style>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- H1 IS RENDERED BY THE CASE STUDY HERO --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<div class=\"xpl-imagine360-case__intro\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <strong class=\"xpl-imagine360-case__headline\"><!-- [et_pb_line_break_holder] -->    Imagine360 Cuts Proposal Creation from Hours to Under a Minute with Experlogix Document Automation<!-- [et_pb_line_break_holder] -->  <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    Imagine360 is an employer health plan partner focused on helping self-funded employers manage healthcare costs, transparency, and member outcomes.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    The company uses Salesforce to manage complex services and client relationships, but its proposal process had grown beyond what Salesforce alone could efficiently support. Imagine360 implemented <a class=\"xpl-imagine360-case__text-link\" href=\"https:\/\/experlogix.com\/products\/document-automation\/\">Experlogix Document Automation<\/a> to turn Salesforce data into flexible, polished sales proposals.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<div class=\"xpl-imagine360-case__facts\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-imagine360-case__fact\"><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-imagine360-case__fact-label\">Client<\/span><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-imagine360-case__fact-value\">Imagine360<\/span><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-imagine360-case__fact\"><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-imagine360-case__fact-label\">Product<\/span><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-imagine360-case__fact-value\"><!-- [et_pb_line_break_holder] -->      <a class=\"xpl-imagine360-case__text-link\" href=\"https:\/\/experlogix.com\/products\/document-automation\/\"><!-- [et_pb_line_break_holder] -->        Document Automation<!-- [et_pb_line_break_holder] -->      <\/a><!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-imagine360-case__fact\"><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-imagine360-case__fact-label\">Integration<\/span><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-imagine360-case__fact-value\"><!-- [et_pb_line_break_holder] -->      <a class=\"xpl-imagine360-case__text-link\" href=\"https:\/\/experlogix.com\/document-automation\/salesforce\/\"><!-- [et_pb_line_break_holder] -->        Salesforce<!-- [et_pb_line_break_holder] -->      <\/a><!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-imagine360-case__fact\"><!-- [et_pb_line_break_holder] -->  <span class=\"xpl-imagine360-case__fact-label\">Industry<\/span><!-- [et_pb_line_break_holder] -->  <span class=\"xpl-imagine360-case__fact-value\">Insurance<\/span><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-imagine360-case__fact\"><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-imagine360-case__fact-label\">Primary Process<\/span><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-imagine360-case__fact-value\">Sales Proposal Generation<\/span><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-imagine360-case__fact\"><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-imagine360-case__fact-label\">Country<\/span><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-imagine360-case__fact-value\">United States<\/span><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<div class=\"xpl-imagine360-case__metrics\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-imagine360-case__metric\"><!-- [et_pb_line_break_holder] -->    <strong class=\"xpl-imagine360-case__metric-value\">Hours \u2192 <1 min<\/strong><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-imagine360-case__metric-label\"><!-- [et_pb_line_break_holder] -->      Proposal creation time after replacing manual Excel processes<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-imagine360-case__metric\"><!-- [et_pb_line_break_holder] -->    <strong class=\"xpl-imagine360-case__metric-value\">95\u2013100%<\/strong><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-imagine360-case__metric-label\"><!-- [et_pb_line_break_holder] -->      Ready for custom-requirement proposals with little to no manual editing<!-- [et_pb_line_break_holder] -->    <\/span><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><strong class=\"xpl-imagine360-case__benefits-title\"><!-- [et_pb_line_break_holder] -->  Benefits<!-- [et_pb_line_break_holder] --><\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<ul class=\"xpl-imagine360-case__benefits\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<li>Generate polished proposals in under a minute instead of spending hours in Excel.<\/li>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<li>Improve document accuracy and consistency across the sales organization.<\/li>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<li>Create proposals that are 95\u2013100% ready even when customer requirements are highly customized.<\/li>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<li>Support fixed, variable, and wholesale pricing models.<\/li>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<li>Pull standardized product and service data directly from Salesforce.<\/li>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<li>Use conditional logic to change proposal content based on services, pricing, and plan structure.<\/li>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<li>Present internal and external pricing information differently without changing underlying Salesforce data.<\/li>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<li>Improve time-to-market for new document templates and business requirements.<\/li>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/ul>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<section class=\"xpl-imagine360-case__section\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<h2>Challenge<\/h2>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    Imagine360 offers both fixed-price and variable-price services, creating proposal requirements that went well beyond a simple Salesforce price sheet.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    Employees relied on Excel-based pricing sheets and manually copied and pasted information to assemble customer proposals. The process consumed hours, introduced inconsistency and data-entry risk, delayed proposal delivery, and contributed to longer sales cycles.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-imagine360-case__grid\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-imagine360-case__challenge\"><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-imagine360-case__card-title\"><!-- [et_pb_line_break_holder] -->        Dynamic Pricing Models<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Proposal sections needed to change depending on fixed, variable, and other billing structures.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-imagine360-case__challenge\"><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-imagine360-case__card-title\"><!-- [et_pb_line_break_holder] -->        Custom Calculations<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Imagine360 needed formulas and conditional formatting that could adapt to complex service structures.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-imagine360-case__challenge\"><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-imagine360-case__card-title\"><!-- [et_pb_line_break_holder] -->        Different Pricing Views<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Internal pricing splits sometimes needed to be presented differently in client-facing documents.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-imagine360-case__challenge\"><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-imagine360-case__card-title\"><!-- [et_pb_line_break_holder] -->        Manual Excel Assembly<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Copying and pasting data into pricing sheets made proposal creation time-consuming and inconsistent.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-imagine360-case__pricing\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <strong class=\"xpl-imagine360-case__pricing-title\"><!-- [et_pb_line_break_holder] -->      The proposal needed to do more than display a price<!-- [et_pb_line_break_holder] -->    <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-imagine360-case__pricing-grid\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-imagine360-case__pricing-item\"><!-- [et_pb_line_break_holder] -->        <strong>Dynamic Sections<\/strong><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          Content needed to appear or disappear according to the selected services and pricing model.<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-imagine360-case__pricing-item\"><!-- [et_pb_line_break_holder] -->        <strong>Conditional Formatting<\/strong><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          Document formatting needed to react to complex pricing and plan information.<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-imagine360-case__pricing-item\"><!-- [et_pb_line_break_holder] -->        <strong>Custom Data Sets<\/strong><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          Imagine360 needed to define data structures and calculations beyond standard Salesforce fields.<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-imagine360-case__pricing-item\"><!-- [et_pb_line_break_holder] -->        <strong>Client-Specific Presentation<\/strong><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          Internal revenue information needed to be transformed into appropriate external-facing content.<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/section>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<section class=\"xpl-imagine360-case__section\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<h2>Solution<\/h2>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    Experlogix was already being used successfully by another Imagine360 department. Its direct <a class=\"xpl-imagine360-case__text-link\" href=\"https:\/\/experlogix.com\/document-automation\/salesforce\/\">Salesforce integration<\/a> made Document Automation a natural fit for the proposal-generation project.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    Imagine360 initially worked with the Experlogix Professional Services team to design a process authored in Microsoft Word, giving business users a familiar template environment while supporting more sophisticated data and document logic behind the scenes.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-imagine360-case__grid\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-imagine360-case__solution\"><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-imagine360-case__card-title\"><!-- [et_pb_line_break_holder] -->        Salesforce Product Catalog<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        A standardized product catalog allows salespeople to select the services included in a proposal.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-imagine360-case__solution\"><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-imagine360-case__card-title\"><!-- [et_pb_line_break_holder] -->        Dynamic Fact Sheets<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Selected Salesforce products are automatically formatted according to fixed, variable, or wholesale billing models.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-imagine360-case__solution\"><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-imagine360-case__card-title\"><!-- [et_pb_line_break_holder] -->        Conditional Templates<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Proposal sections change according to service type, pricing model, plan splits, and other business rules.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-imagine360-case__solution\"><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-imagine360-case__card-title\"><!-- [et_pb_line_break_holder] -->        Advanced Custom Data<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Custom data sets, formulas, and pseudo fields support presentation logic beyond the underlying Salesforce structure.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-imagine360-case__workflow\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <strong class=\"xpl-imagine360-case__workflow-title\"><!-- [et_pb_line_break_holder] -->      From Salesforce data to a polished client proposal<!-- [et_pb_line_break_holder] -->    <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-imagine360-case__steps\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-imagine360-case__step\"><!-- [et_pb_line_break_holder] -->        <span class=\"xpl-imagine360-case__step-number\">1<\/span><!-- [et_pb_line_break_holder] -->        <strong>Select Services<\/strong><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          Sales chooses standardized products and services from the Salesforce product catalog.<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-imagine360-case__step\"><!-- [et_pb_line_break_holder] -->        <span class=\"xpl-imagine360-case__step-number\">2<\/span><!-- [et_pb_line_break_holder] -->        <strong>Apply Business Logic<\/strong><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          Experlogix evaluates pricing models, plan structures, custom formulas, and conditional rules.<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-imagine360-case__step\"><!-- [et_pb_line_break_holder] -->        <span class=\"xpl-imagine360-case__step-number\">3<\/span><!-- [et_pb_line_break_holder] -->        <strong>Build the Proposal<\/strong><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          Document Automation assembles the appropriate sections, data, calculations, and formatting.<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-imagine360-case__step\"><!-- [et_pb_line_break_holder] -->        <span class=\"xpl-imagine360-case__step-number\">4<\/span><!-- [et_pb_line_break_holder] -->        <strong>Deliver a Near-Finished Document<\/strong><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          Even custom proposals can emerge 95\u2013100% ready with little to no manual editing.<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-imagine360-case__flex\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <strong class=\"xpl-imagine360-case__flex-title\"><!-- [et_pb_line_break_holder] -->      Complex business logic without changing the underlying Salesforce data<!-- [et_pb_line_break_holder] -->    <\/strong><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <pee><!-- [et_pb_line_break_holder] -->      Imagine360 can use advanced custom data sets to transform information specifically for the generated proposal. For example, internal revenue splits can be presented differently to a client while leaving the core Salesforce data unchanged.<!-- [et_pb_line_break_holder] -->    <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <pee><!-- [et_pb_line_break_holder] -->      That flexibility lets the document layer adapt to business requirements without forcing the CRM data model to mirror every customer-facing presentation need.<!-- [et_pb_line_break_holder] -->    <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    Learn more about <a class=\"xpl-imagine360-case__text-link\" href=\"https:\/\/experlogix.com\/document-automation\/template-design\/\">Experlogix template design<\/a> and <a class=\"xpl-imagine360-case__text-link\" href=\"https:\/\/experlogix.com\/document-automation\/workflow-automations\/\">workflow automation<\/a>.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/section>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<section class=\"xpl-imagine360-case__section\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<h2>Result<\/h2>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    Imagine360 dramatically reduced the effort required to create sophisticated client proposals. Work that previously consumed hours in manual Excel processes can now be completed in under a minute.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    Custom proposals are typically 95\u2013100% ready when generated, requiring little to no manual editing while supporting fixed and variable pricing models, conditional content, advanced calculations, and dynamic formatting.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-imagine360-case__results\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-imagine360-case__result\"><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-imagine360-case__result-title\"><!-- [et_pb_line_break_holder] -->        Hours Reduced to Under a Minute<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Automated Salesforce-driven proposals replace hours of manual Excel assembly.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-imagine360-case__result\"><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-imagine360-case__result-title\"><!-- [et_pb_line_break_holder] -->        95\u2013100% Ready<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Proposals with custom requirements now require little to no manual editing after generation.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-imagine360-case__result\"><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-imagine360-case__result-title\"><!-- [et_pb_line_break_holder] -->        Improved Accuracy and Consistency<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Structured Salesforce data and reusable logic reduce reliance on manual copy-and-paste work.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-imagine360-case__result\"><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-imagine360-case__result-title\"><!-- [et_pb_line_break_holder] -->        Faster Template Delivery<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Imagine360 reports significantly improved time-to-market for new document templates.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-imagine360-case__result\"><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-imagine360-case__result-title\"><!-- [et_pb_line_break_holder] -->        Flexible Pricing Presentation<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        The same solution supports fixed and variable pricing models along with sophisticated display logic.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-imagine360-case__result\"><!-- [et_pb_line_break_holder] -->      <strong class=\"xpl-imagine360-case__result-title\"><!-- [et_pb_line_break_holder] -->        Expanded Across the Business<!-- [et_pb_line_break_holder] -->      <\/strong><!-- [et_pb_line_break_holder] -->      <pee><!-- [et_pb_line_break_holder] -->        Multiple successful projects are already deployed, with additional Document Automation use cases in progress.<!-- [et_pb_line_break_holder] -->      <\/pee><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-case-quote xpl-case-quote--da xpl-case-quote--white\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-case-quote__card\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <span class=\"xpl-case-quote__mark\" aria-hidden=\"true\">\u201c<\/span><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-case-quote__text\"><!-- [et_pb_line_break_holder] -->        <pee><!-- [et_pb_line_break_holder] -->          \u201cWe can solve our most complex business document requirements with Experlogix&#8230; We have freedom to walk into business meetings and just listen to them.\u201d<!-- [et_pb_line_break_holder] -->        <\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-case-quote__author\"><!-- [et_pb_line_break_holder] -->        <span class=\"xpl-case-quote__name\"><!-- [et_pb_line_break_holder] -->          Greg Robinson<!-- [et_pb_line_break_holder] -->        <\/span><!-- [et_pb_line_break_holder] -->        <span class=\"xpl-case-quote__title\"><!-- [et_pb_line_break_holder] -->          Senior Director, Enterprise Architecture and Development<!-- [et_pb_line_break_holder] -->        <\/span><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <pee><!-- [et_pb_line_break_holder] -->    Imagine360 demonstrates how Salesforce data and flexible document logic can work together to replace spreadsheet-driven proposal creation without forcing sales teams into disconnected tools.<!-- [et_pb_line_break_holder] -->  <\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/section>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->\n        <div class=\"xpl-resource-cta xpl-resource-cta--da\">\n\n            <strong class=\"xpl-resource-cta__title\">\n                Want to learn more?            <\/strong>\n\n            <p class=\"xpl-resource-cta__text\">\n                See how Imagine360 connected Salesforce with flexible Document Automation to replace hours of manual Excel proposal work with polished, data-driven proposals generated in under a minute.            <\/p>\n\n            <div class=\"xpl-resource-cta__actions\">\n\n                <a\n                    class=\"xpl-resource-cta__button\"\n                    href=\"https:\/\/experlogix.com\/demo?product=Document%20Automation\">\n                    Get Started                <\/a>\n\n                <a class=\"xpl-shared-download xpl-shared-download--da\" href=\"https:\/\/experlogix.com\/wp-content\/uploads\/Document-Automation_Imagine360_Case-Study_V1_0725.pdf\" target=\"_blank\" rel=\"noopener\">Download Case Study<\/a>\n            <\/div>\n\n        <\/div>\n\n        <!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/div>\n<p>[\/et_pb_code][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Imagine360 Cuts Proposal Creation from Hours to Under a Minute with Experlogix Document Automation Imagine360 is an employer health plan partner focused on helping self-funded employers manage healthcare costs, transparency, and member outcomes. The company uses Salesforce to manage complex services and client relationships, but its proposal process had grown beyond what Salesforce alone could [&hellip;]<\/p>\n","protected":false},"featured_media":345958,"template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"<section class=\"xpl-case-study\">\r\n<div class=\"xpl-case-study__inner\">\r\n\r\n<!-- Hero \/ Intro -->\r\n\r\n<header class=\"xpl-case-study__hero\">\r\n<div class=\"xpl-case-study__intro\">\r\n<h1>Imagine360 Case Study<\/h1>\r\n<div class=\"xpl-case-study__quotes-top\">\r\n<blockquote>\u201cWe can solve our most complex business document requirements with Experlogix\u201d\r\n\r\n<cite>\u2013 Greg Robinson \u2013 Senior Director, Enterprise Architecture and Development<\/cite><\/blockquote>\r\n<blockquote>\u201cWe have freedom to walk into business meetings and just listen to them. They can tell us what they want, and we can show them on the spot.\u201d\r\n\r\n<cite>\u2013 Greg Robinson \u2013 Senior Director, Enterprise Architecture and Development<\/cite><\/blockquote>\r\n<\/div>\r\n<\/div>\r\n<aside class=\"xpl-case-study__benefits\">\r\n<h2>Benefits<\/h2>\r\n<ul>\r\n \t<li>Improved Document Accuracy and Consistency<\/li>\r\n \t<li>Significant time savings for sales when generating proposals<\/li>\r\n \t<li>Extreme flexibility[JD2.1] when creating proposals and other business documents<\/li>\r\n<\/ul>\r\n<\/aside><\/header><!-- Overview -->\r\n\r\n<section class=\"xpl-case-study__section\">\r\n<h2>Overview<\/h2>\r\nImagine360 is an employer health plan partner[BH3.1] bringing about reimagined health care solutions. They aim to provide a better health plan experience for self-funded employers. With years of combined industry expertise and deep knowledge in reference-based pricing, its fully integrated solutions reduce costs, enhance transparency, and improve health outcomes.\r\n\r\nImagine360 delivers a flexible, service-oriented healthcare solution designed to provide high-quality care while driving substantial savings. With a strong focus on cost-effectiveness, Imagine360 uses Salesforce to manage complex services and client relationships efficiently. They wanted a way to better communicate the opportunities they offered their clients and found it limited using Salesforce alone. They faced persistent challenges [BH4.1]such as disconnected processes, lack of flexibility and relied on a patchwork of tools varying from added 3rd party software and manual Excel worksheets.\r\n\r\n<\/section><!-- Challenges -->\r\n\r\n<section class=\"xpl-case-study__section\">\r\n<h2>Challenges<\/h2>\r\nTheir product offerings include both fixed-price and variable-price services. This created a need for more complexity than Salesforce alone could provide to generate a price sheet. They needed:\r\n<ol>\r\n \t<li>Dynamic document sections based on pricing models<\/li>\r\n \t<li>Custom calculations and conditional formatting<\/li>\r\n \t<li>The ability to present different pricing splits internally vs. externally. [BH5.1]<\/li>\r\n<\/ol>\r\nEmployees used Excel-based pricing sheets to manually copy and paste data which became time-consuming, error-prone, and inconsistent. This caused delays in proposal delivery, longer sales cycles and hours building price sheets .\r\n\r\nThe team evaluated a few different 3rd party solutions but found a lot of them lacking in flexibility or too cumbersome to use. For example, Salesforce tools like Visualforce and Apex required heavy development effort and lacked the flexibility to handle complex layouts. Similarly, third-party tools like Conga and Tableau also fell short. Conga couldn\u2019t support horizontal layouts, and Tableau created disconnected, non-native processes. Without a standardized product catalog or scalable way to generate proposals, the team struggled to produce documents that reflected both fixed and variable pricing models.\r\n<blockquote class=\"xpl-case-study__inline-quote\">\u201cOne of the challenges we\u2019ve seen in over a decade of working in Salesforce is document generation\u201d - GW<\/blockquote>\r\n<\/section><!-- Solution -->\r\n\r\n<section class=\"xpl-case-study__section\">\r\n<h2>Solution<\/h2>\r\nExperlogix was already in use by another department,[BH6.1] and its seamless (yet robust) integration with Salesforce made it a natural fit. The team began with a high-priority use case, automating the generation of sales proposals. They [BH7.1]initially partnered with the Experlogix Professional Services team to build a process designed and authored in Microsoft Word, making it intuitive for business users while still offering technical depth behind the scenes.\r\n\r\nUsing Experlogix Document Automation, Imagine360 created:\r\n<div class=\"xpl-case-study__cards\">\r\n<div class=\"xpl-case-study__card\">\r\n<h3>A Complete Product Catalog in Salesforce<\/h3>\r\nenabling the sales team to select standardized services.\r\n\r\n<\/div>\r\n<div class=\"xpl-case-study__card\">\r\n<h3>A Dynamic Fact Sheet Generator<\/h3>\r\npulling in selected products from Salesforce and automatically formatting them based on billing model (fixed, variable, or wholesale).\r\n\r\n<\/div>\r\n<div class=\"xpl-case-study__card\">\r\n<h3>Custom Templates with Conditional Logic<\/h3>\r\nThe team created proposals that displayed different sections based on service types, pricing models, or plan splits.\r\n\r\n<\/div>\r\n<div class=\"xpl-case-study__card\">\r\n<h3>Advanced Custom Data Sets<\/h3>\r\nFor instance, internal revenue splits based on employee benefit preferences could be inverted dynamically when presenting to clients\u2014tailoring messaging without altering core Salesforce data.\r\n\r\n<\/div>\r\n<div class=\"xpl-case-study__card\">\r\n<h3>Fast, User-Friendly Workflows<\/h3>\r\nTemplates now generate polished proposals in under a minute, replacing hours of manual Excel work.\r\n\r\n<\/div>\r\n<\/div>\r\n<blockquote class=\"xpl-case-study__inline-quote\">\u201cI\u2019m very impressed with how flexible it is, anything from defining custom data sets, custom formulas, pseudo fields[JD8.1] are very easy to do.\u201d William Weihbrecht<\/blockquote>\r\n<\/section><!-- Results -->\r\n\r\n<section class=\"xpl-case-study__section\">\r\n<h2>The Results<\/h2>\r\nSince implementing Experlogix, the company has seen a dramatic improvement in efficiency and document accuracy. Proposal creation, which once took hours using manual Excel processes, can now be completed in under a minute. Proposals with custom requirements are now 95\u2013100% ready as opposed to being built from scratch and requiring little to no manual editing. The tool accommodates both fixed and variable pricing models with ease, supporting complex logic and dynamic formatting. Sales and operations teams can now focus on understanding clients\u2019 needs rather than paperwork formatting constraints, while time-to-market for new document templates has significantly improved. With multiple successful projects already deployed and more in progress, Experlogix has become a core part of the company\u2019s document strategy, enabling scalable, flexible growth across departments.\r\n\r\nExperlogix Document Automation has transformed how this insurance company handles document generation. By eliminating manual processes, enabling complex logic, and integrating seamlessly with Salesforce, Experlogix has become a cornerstone of their digital transformation strategy. With Experlogix in place, the team feels confident taking on increasingly complex business requests.\r\n<blockquote class=\"xpl-case-study__closing-quote\">\u201cExperlogix Document Automation [JD9.1]can do so much, your only limitation is your imagination.\u201d \u2013 William Weihbrecht<\/blockquote>\r\n<\/section><!-- Legal Footer -->\r\n\r\n<footer class=\"xpl-case-study__footer\">All marks and brands mentioned herein are the property of their respective owners.\r\n\r\n<\/footer><\/div>\r\n<\/section>","_et_gb_content_width":""},"xpl_cpq_related_topic":[],"xpl_da_related_topic":[209,211,220,221,215,210,205],"class_list":["post-343382","case_studies","type-case_studies","status-publish","has-post-thumbnail","hentry","xpl_da_related_topic-connect-data","xpl_da_related_topic-document-generation","xpl_da_related_topic-healthcare","xpl_da_related_topic-insurance","xpl_da_related_topic-salesforce","xpl_da_related_topic-template-design","xpl_da_related_topic-workflow-automations"],"acf":[],"_links":{"self":[{"href":"https:\/\/experlogix.com\/nl\/wp-json\/wp\/v2\/case_studies\/343382","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/experlogix.com\/nl\/wp-json\/wp\/v2\/case_studies"}],"about":[{"href":"https:\/\/experlogix.com\/nl\/wp-json\/wp\/v2\/types\/case_studies"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/experlogix.com\/nl\/wp-json\/wp\/v2\/media\/345958"}],"wp:attachment":[{"href":"https:\/\/experlogix.com\/nl\/wp-json\/wp\/v2\/media?parent=343382"}],"wp:term":[{"taxonomy":"xpl_cpq_related_topic","embeddable":true,"href":"https:\/\/experlogix.com\/nl\/wp-json\/wp\/v2\/xpl_cpq_related_topic?post=343382"},{"taxonomy":"xpl_da_related_topic","embeddable":true,"href":"https:\/\/experlogix.com\/nl\/wp-json\/wp\/v2\/xpl_da_related_topic?post=343382"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}