The configuration is the quote input
A complete selection includes the range, dimensions, roof, finish, enclosures and accessories. Map each choice to its priced items and quantities. For example, adding a screen to one opening needs its opening reference, size and compatible component set; it should not appear only as a visual change. The quote calculation needs the same specification that drives the preview.
Use real item and price rules
Configurix built automatic quotation software for Elite Aluminum containing SKU numbers for individual items. For your business, provide the calculation basis, prices, rounding, discounts and document layout. Test a standard product, boundary dimensions and several dependent accessories against quotations your commercial owner has checked.
Verify the issued proposal
The PDF and internal record should identify the same configuration and commercial revision. Define what happens after a price-list update and preserve issued terms unless deliberately revised. Automatic preparation still needs the business's agreed exception approvals and release process.
Implementation checklist
- Complete product input
- SKU and quantity mapping
- Approved prices
- Controlled issued revision