Give product knowledge an owner
Notion provides workspace tools, including wikis, page owners and content verification. A pergola team can use those features to maintain procedures and product guidance. Identify which pages explain the catalogue and where the selection rules and quote calculations used by sales are maintained.
Change an accessory compatibility rule
Take a catalogue update that changes which screen fits a roof or width. Update the relevant guidance and ask a salesperson to prepare a new quote. Compare how the proposed workflow identifies the applicable rule and how an earlier proposal is reviewed. Check copied notes and saved product instructions as well as the maintained source.
Link guidance to the working catalogue
For a Configurix implementation, request the catalogue-update process and the references sales users need when a selection requires explanation. If Notion remains the knowledge workspace, assign owners to the guidance and product rules and agree when both are reviewed. Test whether a new colleague can find the current instructions and matching quotation inputs.
Implementation checklist
- Guidance and rule owners
- Compatibility update applied
- Copied instructions reviewed
- New salesperson finds current inputs