Define the presentation and calculation work
Canva offers visual design tools for documents, presentations and other formats. A pergola offer may need that design work alongside product calculations. Identify which tools create the specification, price lines and final layout, including any spreadsheet or data source used in the existing process.
Revise a multi-page offer
Prepare a branded offer for a pergola with screens, then replace them with glazing. Check the cover image, option summary, quantities, price table and inclusions throughout the document. Compare the steps needed to remove the previous choices and produce a consistent revised offer. Use the actual template your sales team sends.
Choose how the template is maintained
Elite Aluminum's Configurix implementation produces automatic quotations with individual SKU lines. For your project, provide the desired template and request a generated example with the revised product. Decide who changes branding and layout, who approves the calculated contents and how template updates reach future offers.
Implementation checklist
- Design and calculation tools mapped
- Old enclosure removed throughout
- Image, specification and lines agree
- Template update process