Identify what the budget covers
Planner 5D offers home-design and visualization tools, including a shopping-list feature for project cost estimates. A customer may use a concept to explore an outdoor space and budget. A pergola quotation needs the particular supplied range, dimensions, accessories and services that your business prices.
Compare two concepts with the same spending limit
Prepare an open-pergola concept and an enclosed alternative for one terrace. List the elements shown in each, then price the pergola packages using your catalogue. Compare the treatment of furniture, screens, glazing, delivery and installation. Show which items are part of your offer and which belong to the wider design budget.
Turn a preferred concept into a buying decision
Ask the proposed Configurix workflow to produce the selected product and a quote with the requested inclusions. Reconcile that scope against the concept's item list and document any substitutions. Compare how easily the customer can see the price difference between the two product packages and the separate costs of the surrounding space.
Implementation checklist
- Concept budget scope
- Open versus enclosed package
- Product and surrounding costs separated
- Preferred concept matched to offer