Configurix

Fast launch

Launch your first configurator. Plan your CPQ rollout.

We specialize in complex products. Start with a focused 3D configurator for your catalogue, then expand the custom software around your sales team, dealers and factory workflows.

Configurix workspace
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.

Three milestones. Three clear delivery scopes.

  1. 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.

  2. 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.

  3. 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.

Your first customer-facing release

  • One agreed product family and its configuration rules
  • Your brand, product options and validated price examples
  • The website placement and enquiry or quote journey in scope
  • Responsive checks for the agreed devices and languages
  • Acceptance against representative configurations before publication

Plan the wider business rollout

  • Further product families, custom models and catalogue rules
  • CRM qualification, appointments and sales responsibilities
  • Component references, bills of materials and factory outputs
  • Dealer permissions, price lists and approval workflows
  • ERP, accounting or ecommerce connections defined for your systems

Bring the inputs that make your launch plan useful.

Product catalogue and rules

Choose the first family, valid sizes, compatible options and the combinations your team must approve.

Price and material references

Provide price examples, component codes, units and any material outputs included in the first release.

3D and brand assets

Share available models, drawings, finishes, logos and website requirements. We agree any modelling work your product needs.

People and system access

Name reviewers and sales owners. Confirm the lead destination, website access and any systems included in the milestone.

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.

Configurix workspaceRevision 03

New enquiry

Configured product

Product fit

Qualified

Configured product

Requirements

Proposal

Configured product

Next action

Calendars 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.

Configurix workspaceRevision 03
  • 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.

Configurix workspaceRevision 03
Bill of materials and factory data
ComponentQuantity
FRM-01Frame assembly1
PNL-02Panel set1
KIT-03Hardware kit1

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.

Configurix workspaceRevision 03

Quote revision

Your catalogue
Options
Services
Your price rulesBranded PDF

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.

Configurix workspaceRevision 03
  1. Accepted quote01
  2. Configured order02
  3. Production job03
  4. 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.

Configurix workspaceRevision 03
Draft invoice

Configured product

Order referenceConfigured product
Customer—
Payment terms—
Accounting handoff

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.

  1. 01Your website
  2. 02Configurator
  3. 03CRM & calendar
  4. 04ERP & accounting

Choose the workflows your implementation needs. We build and validate them against your products, documents and target systems.

Plan your manufacturing configurator

Customer projects built with Configurix.

Explore the product configurators and sales software we built for Elite Aluminum, Tenteks Italia and Pergola Plus.

Front view of a brown wood-look pergola with an open slatted roof in a 3D patio scene.

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
3D preview of a dark-framed pergola with an open louvered roof and glass panels shown in different positions.

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
3D view of a dark Pergola Plus frame with glass side panels, a partially lowered front screen and a slatted rear panel.

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 Plus

Frequently asked questions

Fast launch

Plan your first product release.

Show us your product, available assets and the systems your team uses. We will define the first milestone and the route to your broader configurator and software rollout.

Tell us about your first product

Step 1 of 2 — your details, then pick a time.

2 min
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