Connect choices to quantities
Configure, price, quote starts with a valid product selection and its required components. Define each line's basis: a fixed unit, measured length, area or package. An accessory can add its own item and require brackets or controls, so document those dependencies. Map the whole component set before pricing, then reconcile the selected dimensions and options with the calculated quantities.
Control commercial permissions
Define the approved price list, dealer terms, discounts and exceptions available to each role. Separate current configurations, saved drafts, issued proposals and accepted orders. Document the repricing policy before changing a maintained price list, including how saved drafts and issued terms are treated.
Reconcile representative outputs
Compare known orders line by line, including identifiers, quantities, rounding and optional services. Elite Aluminum's implementation provides real evidence of automatic quotation software with item SKUs. Agree the customer PDF and internal data required by your operation, then test a changed configuration and deliberate revised quote before broadening access.
Implementation checklist
- Quantity basis per line
- Dealer and discount policy
- Issued quote preservation
- Known-order reconciliation