Configurix glossary
What is a pergola configurator?
A pergola configurator is software that guides users through approved dimensions, roof systems, finishes, closures and accessories while updating a visual product model. Pricing, quotes and order outputs can follow the same configuration when those capabilities are included in the implementation.
The catalogue, rules and connected data matter as much as the 3D view. Use this glossary to understand what a configurator does, what it needs and which outputs to test before choosing software.
Discuss your catalogue
Six layers make a configurator useful.
A visual scene is one part of the system. Check which catalogue, commercial and operational layers are included in the working implementation.
Product catalogue
Systems, structures, roof types, profiles, finishes, closures, comfort options and regional availability.
Configuration rules
Size limits, increments, dependencies, exclusions, structural layouts and combinations that need review.
3D visualization
A product model that updates when dimensions, materials and compatible components change.
Pricing logic
Price lists, formulas, margin, labour, delivery, installation, tax, currency and controlled discounts.
Customer and project output
Saved configurations, enquiries, estimates, quotes, approvals, drawings and scoped order data.
Users and workflow
Different experiences and permissions for customers, salespeople, dealers, surveyors and operations teams.
From catalogue data to a saved project.
Output quality depends on product-data quality and governance. Give each layer a responsible owner and its own acceptance test.
Model the product families
Create approved structures and parametric geometry for bioclimatic, retractable, fixed, wall-mounted, freestanding, multi-bay or wood systems included in scope.
Encode permitted choices
Define size limits, increments, post positions, roof zones, finishes, closures, motors, sensors, lighting, heating and their dependencies.
Connect commercial rules
Map price lists or formulas, cost and margin controls, tax, installation, delivery, discounts, currencies and market-specific availability where required.
Design each user journey
Decide which choices and prices a homeowner, salesperson, dealer or administrator may see and change, and which actions require login or approval.
Validate representative projects
Test normal, boundary and invalid configurations against approved examples. Validate each quote, BOM, drawing, CRM or order output separately.
Similar words. Different depth.
A simulator, configurator, CAD modeler and CPQ system may overlap. Compare the actual working process and retained data rather than the label alone.
3D simulator
- Primary purpose
- Visual exploration
- Typical user action
- Change appearance or scene options
- Important question
- Are catalogue rules and product data retained?
Product configurator
- Primary purpose
- Guided valid selection
- Typical user action
- Choose permitted dimensions and options
- Important question
- Which constraints and dependencies are encoded?
CPQ
- Primary purpose
- Commercial configuration and quote
- Typical user action
- Calculate a controlled price and proposal
- Important question
- Which price, approval and document rules are included?
CAD / 3D modeler
- Primary purpose
- Open-ended design and documentation
- Typical user action
- Create or edit geometry
- Important question
- How does the model connect to catalogue and commercial data?
The words behind a pergola configuration.
Read the eight definitions or search by a term, component or business process.
Search checks the terms and definitions on this page. It does not send your query or an enquiry.
Results: 8
- Bioclimatic pergola
- An aluminium pergola with rotating roof louvres used to adjust shade and ventilation. Roof zones, blade direction, drainage, motors and sensors may be configurable. Rain management and other performance depend on the actual system specification; a 3D view does not establish those properties.
- Product rule
- A constraint or dependency that governs a valid choice—for example a maximum projection, a screen available only below a certain width or a motor required for a roof type.
- Parametric model
- A model driven by values such as width, projection, height, bay count and profile selection rather than a separate fixed model for every possible size.
- CPQ
- Configure, Price, Quote: the commercial process that turns permitted product choices into an approved price and customer-facing proposal.
- Price formula
- A calculation that derives a value from selected quantities or attributes, such as price per square metre, linear metre, module, accessory or installation condition.
- Bill of materials (BOM)
- A structured list of components and quantities required by an approved configuration. It must be mapped and validated separately from the visual scene.
- White label
- A customer-facing or dealer-facing experience presented with the seller's approved brand, domain, language and document templates.
- AR preview
- An augmented-reality view that places a supported 3D product in a camera scene. Device support, scale validation and available product options should be tested explicitly.
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.
Custom software around your products
We specialise in complex products and build custom configurators and software around your catalogue. Product rules, CRM and lead qualification, calendars and appointments, pricing and quotes, materials and BOM, jobs, orders, invoicing and website or business-system integrations are agreed for your implementation. Supplier data rights, available interfaces and acceptance tests determine what can be connected.
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
Pergola configurator
Product fitQualified
Pergola configurator
RequirementsProposal
Pergola configurator
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-01Configured components | 1 |
| PNL-02Materials and quantities | 1 |
| KIT-03Agreed operations | 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.
Pergola configurator
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.
Discuss your catalogueQuestions before you choose
See the definition working with your products.
Bring a catalogue, price example and representative project. We specialise in complex products and can discuss the custom configurator and business software your team needs.