Keep the catalogue controlled
Publish the pergola systems, colours and accessories each account may sell. Use approved size limits and compatibility rules to guide the configuration before it reaches your sales team.
Pergola configurator
Pergola dealer portal. Your catalogue, ready for every dealer.
Give dealers a branded way to configure your products, apply their permitted pricing and keep each customer project connected to your sales and order workflow.
- Dealer-specific catalogue and pricing access
- Saved projects and branded quotations
- Clear enquiry and order ownership
Your pergola catalogue3D
Custom pergola configurator software
Built around your products
Give pricing a clear owner
Separate public presentation, dealer calculations and approval-only discounts. Decide which price book applies, who can change commercial values and what the customer sees on the final quote.
Keep the customer project together
Store the chosen system, dimensions, options and quote revision with the dealer project. Your team can review the same specification when the dealer asks for a change or places an order.
Build a dealer portal around the way you sell.
A dealer network needs more than a login. We define account roles, branches, territories and handoff rules so a configured product reaches the person responsible for the next decision.
- Approved products and account-specific options
- Trade price books and discount approvals
- Branch or territory enquiry routing
- Quote revisions, order review and agreed exports
Define each role before rollout
| Role | Typical access to agree | Next action |
|---|---|---|
| Manufacturer | Catalogue and price administration | Approve range changes |
| Distributor | Permitted ranges and account prices | Review dealer requests |
| Dealer | Configuration and customer quotes | Prepare a customer proposal |
| Sales manager | Exceptions and discount review | Approve commercial changes |
| Operations | Accepted configuration and outputs | Review order readiness |
The proposal sets out the agreed products, functions, outputs, responsibilities and acceptance checks.
A clear route to launch
- 01
Map your network
Identify the factory team, distributors, dealers and branches. Decide who owns catalogue changes, customer records and order approval.
- 02
Configure the commercial rules
Review product access, account prices, quote branding and the conditions that require approval. Test representative dealer scenarios.
- 03
Pilot with selected dealers
Run real product and quotation examples with a small agreed group before expanding access. Confirm training, support and catalogue-change responsibilities.
Built with Configurix · 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 this customer project- Pergola configurator
- Sunroom configurator
- Automatic quotations with item SKU numbers
Sales market · International pergola sales
International pergola sales
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.
Quote currency
Your sales currencies
Use your approved price lists, discount permissions and tax treatment. Currency display and any conversion source are defined in the project.
Dimensions and units
Metric or imperial, with approved conversions
Choose the input units your buyers use, with agreed precision, rounding and manufacturing limits. Preserve the accepted values in quotes and downstream records.
Sales and delivery areas
International pergola sales
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.
Choose another market
Questions before you choose
Discuss your pergola dealer network
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.