Connect your pergola catalogue to the way your US manufacturers, dealers and installers sell: imperial measurements, USD quotations and a product record that continues into the agreed sales workflow.
Custom pergola configurator software
Agree how feet, inches, fractions or decimal inputs become accepted product dimensions. Keep conversion and rounding rules consistent with the metric or imperial values required by your product and factory teams.
Scope USD price books, account-specific margins and the treatment of delivery, installation and tax. Your responsible commercial owners approve the rules and review the resulting quote examples.
A shared product catalogue can support different permitted ranges, dealer accounts and enquiry owners. Define routing and responsibility so a request reaches the team that can continue the project.
A manufacturer selling through dealers needs a different workflow from an installer qualifying website enquiries. We define your users, product systems and outputs before selecting the first implementation scope.
| Area | What we agree | What stays connected |
|---|---|---|
| Dimensions | Imperial input, precision and conversion | Accepted product measurements |
| Commercial rules | USD pricing and approved tax treatment | Price-book and quote revisions |
| Dealers | Products, roles, territories and margins | Account-specific projects |
| Technical review | Product limits and approval responsibilities | Reviewed configuration identity |
| Factory handoff | Component codes and accepted output fields | The product behind the quote |
The proposal sets out the agreed products, functions, outputs, responsibilities and acceptance checks.
Show how you record dimensions, list options and calculate the customer price. Include delivery or installation lines and the information needed for technical review.
Choose which prices are public, which accounts can prepare quotes and which configurations need internal approval. Agree how territory and ownership are recorded.
Test measurement input, product choices, USD calculations and the receiving workflow. Confirm the records your sales and operations teams will use after the enquiry.
Built with Configurix · Elite Aluminum
Configurix built pergola and sunroom configurators for Elite Aluminum, together with software that generates quotations automatically and includes SKU numbers for individual items.
Explore this customer projectBuild your rollout around dealer territories and the product ranges they sell. A Florida dealer may lead with screens and glazing, while another territory prioritises a different roof range or installation package. Visibility, pricing and lead routing follow your approved catalogue and sales rules.
Review your catalogue in a remote software demo and agree the measurements, languages and sales workflows needed for your rollout.
Sales market · United States
Keep your product catalogue consistent while adapting quotes, dimensions, languages and sales responsibilities to the markets you serve. We agree these settings around your actual commercial process.
USD
Use your approved price lists, discount permissions and tax treatment. Currency display and any conversion source are defined in the project.
Feet and inches; metric factory data where required
Choose the input units your buyers use, with agreed precision, rounding and manufacturing limits. Preserve the accepted values in quotes and downstream records.
United States
Define which team receives an enquiry, how installation and delivery are quoted, and who follows up. Product data and customer choices stay with the lead.
Bring your pergola catalogue and one representative customer project. We will discuss the product rules, users and outputs you need, then scope a relevant demonstration and proposal.
