For manufacturers & complex-product sellers
Custom CPQ system, built around your catalog
Configurix builds custom configure-price-quote (CPQ) systems for manufacturers and complex-product sellers — built around your catalog, pricing rules and sales process, with 3D configuration, branded quotes and agreed downstream connections.
Quote revision
Configured product
- Specification
- Your catalogue
- Options
- Approved options
- Services
- Technical review
Your price rules
- Your website
- Configurator
- CRM & calendar
- ERP & accounting
What is a custom CPQ system?
A custom CPQ (configure-price-quote) system is software built around one company's specific catalog, pricing rules and sales process, rather than a generic platform adapted to the business. It models products as configurable objects with explicit dependencies, resolves price in real time from your own ruleset, generates branded quotes and a deterministic bill of materials, and integrates with your ERP, CRM and e-sign stack. The output is a sellable, buildable order — not a sketch and not an approximation.
Custom software for manufacturers
A configurator up front. Your business connected behind it.
We specialize in complex, configurable and made-to-order products. We build custom software around your catalogue, calculations, permissions, sales process and factory workflows.
CRM and qualified leads
Capture the selected product, dimensions and options with each enquiry. Qualify by product fit, project requirements and commercial readiness, then assign the next action to the right salesperson.
New enquiry
Configured product
Product fitQualified
Configured product
RequirementsProposal
Configured product
Next actionCalendars and appointments
Let a configured project continue into a sales consultation, technical review, survey or installation appointment. Connect calendars, responsibilities and reminders to the same customer record.
- 09:00Project review
- 11:30Technical review
- 14:00Production planning
Bill of materials and factory data
Map product selections to component codes, quantities, materials and cut lengths. Build the sales or manufacturing BOM your team needs, with revisions and production review rules defined for your products.
| Component | Quantity |
|---|---|
| FRM-01Frame assembly | 1 |
| PNL-02Panel set | 1 |
| KIT-03Hardware kit | 1 |
Mapped to your product codes
Live prices and branded quotes
Apply your own formulas, price lists, dealer margins and approval rules. Generate a quote containing the saved specification, product images, commercial terms and a clear customer approval step.
Quote revision
Orders, jobs and production
Carry accepted choices into order lines and assigned jobs. Keep product revisions, required approvals, documents and delivery tasks together so sales and the factory work from the same specification.
- Accepted quote01
- Configured order02
- Production job03
- Installation04
Invoicing and accounting
Connect accepted orders to deposits, invoice drafts, payment terms and your accounting workflow. Agree which system issues the invoice and how references and confirmed payment status return to the project.
Configured product
Built for your website. Connected to your systems.
Launch a branded configurator in your existing website or a custom sales portal. Connect CRM, ERP, PIM, ecommerce, calendars and accounting through available APIs, webhooks or agreed imports. We define the data, permissions and responsibilities for each connection with your team.
- 01Your website
- 02Configurator
- 03CRM & calendar
- 04ERP & accounting
Choose the workflows your implementation needs. We build and validate them against your products, documents and target systems.
Plan your manufacturing configuratorWhat problems does a custom CPQ system solve?
Quoting takes days because pricing lives in spreadsheets
Reps email engineering for prices, wait, follow up, lose the deal. A rule-based engine prices any configuration in seconds, exactly the same way every time.
Margin leaks because every quote is a one-off
Manual price changes can introduce inconsistent quotes. Centralised pricing and discount rules help your team apply the agreed commercial policy.
Production receives configurations it can't build
Reps quote combinations that don't physically fit together; production absorbs the rework. Configuration rules catch incompatible options before the quote is sent.
Dealers and channel partners sell inconsistently
Without a shared CPQ, every dealer brands, prices and pitches differently. A white-label portal standardises the sales motion across the whole channel.
Engineering redraws every order
When the configuration is the source of truth, drawings, cut lists and BOMs are generated — not drawn. Engineering reviews instead of redrawing.
What's included in a Configurix custom CPQ build
Rule-based product modelling
Every option, dependency and exclusion in your catalog encoded once — no more conditional pricing trapped in a sales engineer's head or a spreadsheet macro.
Real-time pricing engine
Calculate from your approved cost, price-list, channel, market, currency, tax and discount rules. Define draft repricing separately from issued quotes and accepted orders; a price-list update must not silently rewrite a customer proposal.
Automatic bill of materials
Every configuration produces a deterministic BOM — components, quantities, packaging — exportable to CSV, XLSX or pushed live into your ERP.
Visual 3D configurator
Optional white-label 3D front-end so customers, dealers and inside sales see what they're buying. Built specifically for the catalog, not generic CAD.
Branded PDF quotes
One-click quotes with renders, dimensioned drawings, itemised pricing, payment terms and offer validity — your logo, your colours, your legal.
Dealer / channel portal
Distributors and reps log into a portal under your brand with their tier pricing, their pipeline and their commissions — not a generic CPQ login.
Approval workflows & guardrails
Discount thresholds, margin floors, non-standard configurations and finance approvals routed automatically. Nothing leaves the building without the sign-off it needs.
ERP, CRM & e-sign integrations
Connect your existing systems through an agreed API, webhook, file exchange or connector. Each connection is scoped and tested against the receiving system.
Price updates and quote revisions
We agree the pricing policy for each stage during implementation and test it before launch. A price-list update and a quote revision are separate actions.
New configurations
Use the currently approved prices effective for the customer's account, market and date. Draft calculations update when price-relevant selections change.
Saved projects and drafts
Keep the saved configuration and price reference. Agree whether reopening preserves the price, flags a change or explicitly reprices; show any new total before issuing a quote.
Issued quotes
Preserve the issued configuration, price, currency, tax context, terms and revision. Deliberate changes create a new quote revision for customer review. Expired quotes require review or reissue, not silent repricing.
Accepted orders
Carry forward the approved commercial lines. Handle changes through a controlled amendment and renewed approval where required; do not overwrite the accepted order with today's price list.
Three milestones. Three clear delivery scopes.
First customer-facing configurator
- Scope
- One agreed product range, your branding, validated choices and prices, and the lead or quote path included in scope. Publish after the agreed acceptance checks pass.
- Timing
- Around 7 days is a target only for an eligible, ready Fast Launch scope. Confirm the delivery date and day basis in writing before work starts.
Required before this milestone
Approved catalog, price examples and assets; website access, lead destination and a reviewer available for sign-off.
Sales pilot
- Scope
- Selected salespeople or dealers test representative configurations, prices, quotes and any included BOM or integrations before wider use.
- Timing
- A separately agreed window, ending with pilot acceptance. Custom product modelling and integration testing may extend the schedule.
Required before this milestone
The first configurator is accepted; pilot users, test cases, sample quotes and any required target-system access are ready.
Full operational rollout
- Scope
- Release the agreed product ranges and sales channels, train users, and complete the included integrations, migration and handover.
- Timing
- A separately agreed rollout date and support plan. It is not automatically included in the first configurator's launch window.
Required before this milestone
Pilot acceptance, operational owners and training are in place; included integrations and migration have passed their release checks.
When does the delivery clock start?
Delivery timing starts on the readiness date confirmed in the written plan—not on the enquiry or first sales call. Before that date, agree the scope and acceptance checks, validate the catalog and pricing inputs, and provide the required 3D assets, brand files, system access and named reviewers. The plan states whether days are calendar or business days.
Missing inputs, added scope or delayed approvals can move milestone dates. We review the dependencies and confirm a revised plan rather than treating the original date as a promise for additional work.
How Configurix connects to your systems
Website embedding, automation workflows and custom system integrations are different services. A ready-to-activate connector needs a documented version and supported workflow; a platform logo alone does not define that scope.
Embedded configurator
Website embedding
WordPress · WooCommerce · Shopify · Wix · Webflow · Squarespace · BigCommerce · Shopware
Implementation requirements
- Connection type
- Embedded configurator
- Editions & versions
- Confirm the website plan, theme and permission to embed custom content. Checkout and product-catalog integration are scoped separately.
- Data exchanged
- Website and market context, configuration reference and the lead or quote events included in scope.
- Sync direction
- Website context into Configurix; agreed lead or quote actions out. Embedding does not synchronize the store catalog or checkout by itself.
- Implementation requirements
- Website access, placement, brand assets, lead destination and responsive acceptance checks.
- Maintenance ownership
- The implementation agreement names who maintains connection code, mappings, workflow rules, credentials, monitoring and vendor-version changes. Ongoing support is defined separately from initial setup.
Configured workflow or API connection
CRM & automation
HubSpot · Zapier
Implementation requirements
- Connection type
- Configured workflow or API connection
- Editions & versions
- Confirm your HubSpot edition or Zapier plan, API access and the permissions needed by the selected workflow.
- Data exchanged
- contacts, qualified enquiries and sales opportunities; project events and follow-up actions
- Sync direction
- Configurix to the CRM or automation workflow. Return updates and two-way synchronization are included only when explicitly scoped.
- Implementation requirements
- Authorized accounts, field mapping, trigger definitions, sample records and duplicate/error handling tests.
- Maintenance ownership
- The implementation agreement names who maintains connection code, mappings, workflow rules, credentials, monitoring and vendor-version changes. Ongoing support is defined separately from initial setup.
Project-specific API, webhook or file exchange
Custom business-system integration
ERP / CRM / API
Implementation requirements
- Connection type
- Project-specific API, webhook or file exchange
- Editions & versions
- Confirm the exact receiving product, edition, version and available interfaces before selecting the integration method.
- Data exchanged
- product identifiers, prices, orders and status updates
- Sync direction
- Inbound, outbound or two-way per agreed data flow—not automatic bidirectional synchronization of every object.
- Implementation requirements
- System owner, test environment, credentials, approved field mapping, representative records and release acceptance.
- Maintenance ownership
- The implementation agreement names who maintains connection code, mappings, workflow rules, credentials, monitoring and vendor-version changes. Ongoing support is defined separately from initial setup.
Who custom CPQ is for
Built for any business selling a complex, configurable, made-to-order product through direct sales, a dealer network, or both:
- Pergola, veranda, awning and outdoor-living manufacturers
- Building products (windows, doors, facades, glazing systems)
- Industrial equipment and machinery
- HVAC and AC enclosure producers
- Furniture and custom millwork
- Aluminium extrusion and finished-product lines
- OEMs supplying private-label dealer networks
- Specialty vehicles, trailers and modular structures
Our flagship vertical is outdoor living — see pergola manufacturer software for a worked example of the same platform applied to a specific industry.
Customer projects built with Configurix.
Explore the product configurators and sales software we built for Elite Aluminum, Tenteks Italia and Pergola Plus.
Elite Aluminum
Pergola and sunroom configuration. Automatic quotes with item SKUs.
Configurix built pergola and sunroom configurators for Elite Aluminum, together with software that generates quotations automatically and includes SKU numbers for individual items.
Explore the project — Elite Aluminum
Tenteks Italia
Pergotenda and bioclimatic pergolas. One multi-product system.
For Tenteks Italia, Configurix implemented Pergotenda and bioclimatic pergola configurators within a multi-product system, alongside the software and website.
Explore the project — Tenteks Italia
Pergola Plus
3D pergola configuration. Screens, glazing and roof details.
Explore the Pergola Plus project with Configurix: 3D views of dark pergola frames, side glazing, adjustable screens and roof construction. The gallery shows enclosed and open structures so buyers can compare the product details before discussing their own configurator.
Explore the project — Pergola PlusFrequently asked questions
For manufacturers & complex-product sellers
Ship a custom CPQ for your business
Bring your catalog, quote examples and target systems. We can define the first implementation scope and the workflow it needs to demonstrate.