Configurix

Configurix

Using a pergola configurator in installer sales

Connect visible product choices, valid options and a usable quotation so sales can advance a concrete project.

· Configurix

Configurix 3D bioclimatic pergola configurator showing an anthracite freestanding pergola with open aluminium louvres

Make the product decision understandable

Show the manufacturer's roof, frame, finish and enclosure options as a coherent selection. Explain what a dimension controls and which accessories depend on other choices. A buyer can then discuss a recognizable product instead of trying to assemble a specification from unrelated images and catalog pages.

Connect the conversation to a quote

Retain the chosen configuration with the inquiry and apply the agreed pricing rules. Elite Aluminum's Configurix project includes automatic quotation software with item SKUs. Your own deployment should reconcile the selected product, quantities and document against checked commercial examples so the proposal can be explained accurately.

Evaluate commercial results honestly

Track whether a submitted design reaches a qualified project, an issued proposal and an accepted quote. Record preparation time and the number of corrections needed after issue. Compare similar product ranges and inquiry sources across the periods being reviewed; a campaign that changes the mix of customers can otherwise obscure a workflow improvement. Use the findings to fix the weakest step, such as missing enclosure details or slow proposal preparation.

Implementation checklist

  • Choices explained clearly
  • Configuration reaches sales
  • Quote lines reconciled
  • Comparable outcome definitions

Frequently asked questions

Related Configurix resources

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