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 — modelled to your catalog, your pricing rules and your dealer network, with optional 3D configuration, automatic bill of materials, branded quotes and native ERP/CRM integrations. Faster to launch and cheaper to own than off-the-shelf CPQ, built around your product instead of fighting it.
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.
What it changes, in numbers
Catalog rules and constraints documented before build
Representative configurations checked before rollout
Rule, price and output changes kept in an audit trail
Errors, quote time and adoption compared with a baseline
What 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 pricing is the largest single source of margin erosion in configurable manufacturing. Centralised rules with discount guardrails put the floor where finance wants it.
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
Cost, list, channel tier, region, currency, tax, volume and promo logic resolved on every keystroke. Change a price once, every quote in flight reflects it.
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
Native connectors for SAP, Oracle, Microsoft Dynamics, NetSuite, Odoo, Salesforce, HubSpot, Pipedrive, DocuSign — plus REST API and webhooks for anything else.
How a custom CPQ implementation works
Phase 1: Discovery
We map your product range, pricing rules, channel structure and target ERP/CRM. Output: a signed scope, timeline and a written catalog model.
Phase 2: Catalog modelling
Your product experts and ours encode every model, option, dependency, BOM rule and pricing logic into the platform. Output: a complete digital twin of your catalog.
Phase 3: Integrations & branding
ERP, CRM and e-sign connectors wired up; the platform themed end-to-end with your domain, logo, colours, PDF templates and dealer-portal copy.
Phase 4: Pilot
A small group of inside-sales reps or dealers runs live quotes for 2–3 weeks against the new system. Output: a tuned ruleset and signed pilot acceptance.
Phase 5: Rollout & stabilisation
Full team trained, in-flight deals migrated, ERP go-live, and a 30-day stabilisation window with weekly reviews. Output: the entire sales motion on the platform.
Typical end-to-end: 14–60 days from kickoff to first live customer quote.
Integrations
The CPQ is the front door for sales; the rest of your stack stays where it is. We ship native connectors for the systems manufacturers actually run, plus a documented REST API and webhooks for everything else.
- ERP — SAP, Oracle, Microsoft Dynamics, NetSuite, Odoo, Sage
- CRM — Salesforce, HubSpot, Pipedrive, Microsoft Dynamics CRM
- Accounting — Xero, QuickBooks, FattureInCloud, DATEV
- E-sign — DocuSign, Dropbox Sign, Yousign, Adobe Sign
- Payments — Stripe, GoCardless, bank transfer, deposit links
- Custom — REST API + webhooks + Zapier / Make / n8n
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.
Frequently asked questions
- What is a custom CPQ system?
- A custom CPQ (configure-price-quote) system is software built for one company's specific product catalog, pricing rules and sales process — rather than a generic platform you adapt to your business. It models your products as configurable objects, prices them in real time using your own rules, generates branded quotes and a complete bill of materials, and integrates with your ERP, CRM and e-sign tools.
- When does it make sense to build custom instead of buying off-the-shelf?
- Custom is the right choice when (1) your product is genuinely configurable with deep rules and dependencies, (2) generic CPQ requires extensive customisation just to model your catalog, (3) you sell through dealers or distributors and want a branded experience, (4) your pricing logic is a competitive advantage, or (5) you need a visual / 3D front-end. Standard CPQ is fine for simple SKU-bundle pricing — it struggles with engineered-to-order manufacturing.
- Can it be white-labelled for our dealers and customers?
- Yes — and this is one of the main reasons manufacturers choose custom over off-the-shelf. The platform runs on your domain, with your brand, your PDF templates, your dealer portal copy and no Configurix logo visible to your channel or end customers. Dealers see your brand; their customers see your brand.
Ship a custom CPQ for your business
Book a discovery call. We'll map your catalog, sales motion and stack, and come back with a written scope and timeline within a week.
Book a discovery call