Configurix

Configurix

Online configuration and the sales handoff

Give visitors a clear product decision, then retain the choices your team needs for a relevant quotation conversation.

· Configurix

Choose the right public choices

Arrange the choices in the order a buyer understands them: product family, layout, dimensions, material or finish, then accessories. Explain width and projection with a diagram and label optional inputs. When a choice needs review, let the buyer describe the requirement with the submitted request. Save detailed technical fields for the people responsible for verification.

Preserve the customer's selection

A quote inquiry should reach sales with the chosen product and configuration revision, not just contact details. Specify which product and option fields accompany the request. Define what the customer sees after requesting a quote and how the assigned team receives the information needed to continue the same project.

Measure qualified progression

Count browsing, saved designs, submitted inquiries and commercially qualified projects separately. Check that changing an option does not lose the contact or overwrite an issued proposal. Evaluate the journey on mobile and verify the booking destination without relying on a static product image or an unrelated form as evidence of functioning configuration.

Implementation checklist

  • Understandable public choices
  • Review-required selections
  • Inquiry includes configuration
  • Separate funnel stages

Frequently asked questions

Related Configurix resources

Connect your products to a clear sales workflow.

Discuss your catalog, configuration rules, quotations and required outputs with Configurix.

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