Configurator workflow examples
Each workflow shows how Configurix maps a product catalogue and selling process into guided 3D configuration, product rules, pricing, quotes and structured project data.
Explore the inputs, rules and outputs that change across pergolas, verandas, garden rooms, awnings, doors, windows, fences and gates.
Manufacturer, dealer network or installer
The user selects structure, dimensions, louver zones, screens, glass, lighting, heating and finish inside approved product limits. The same saved pergola can drive pricing, a branded proposal and the scoped order or production data.
Inputs
Dimensions · Roof zones · Screens · Glass · Finish
Connected product record
3D design · Price · Quote · BOM data
Glazing brand, dealer or project-sales team
A veranda workflow can guide width, projection, roof pitch, posts, glass type, sliding walls, doors, drainage and finishes. Compatibility rules and commercial formulas determine which options are valid and how the configured project is priced.
Inputs
Site dimensions · Profiles · Glazing · Doors · Drainage
Connected product record
Valid design · Commercial price · Project record
Modular-building manufacturer or retailer
Customers or salespeople can choose dimensions, layout, cladding, roof, doors, windows, insulation, electrical packages and interior options. Configurix can connect those selections to price, proposal and the agreed delivery fields.
Inputs
Layout · Cladding · Openings · Insulation · Packages
Connected product record
Configured room · Price · Quote · Handoff
Brand, distributor or installation business
The configurator can express permitted widths, projections, mounting types, fabrics, valances, motors, controls, lighting and sensors. Market, dealer and customer roles can receive the correct catalogue, language and commercial rules.
Inputs
Width · Projection · Fabric · Motor · Mounting
Connected product record
Product variant · Live price · Lead or quote
Building-product manufacturer or dealer
A rule-driven door or window flow can manage size ranges, frame systems, panel layouts, opening direction, glazing, hardware, colours and accessory dependencies. The selected unit remains available for pricing, documents and downstream integration.
Inputs
Size · Layout · Opening · Glazing · Hardware
Connected product record
Valid unit · Price · Document · Order data
Manufacturer, retailer or installer
Lengths, heights, terrain steps, panel modules, posts, gates, motors, finishes and installation requirements can be structured as one project. The resulting configuration can support a customer price and the agreed material or installation record.
Inputs
Runs · Heights · Modules · Gates · Automation
Connected product record
Site configuration · Quote · Project data
What changes by implementation
Configurix is configured around the catalogue, users, commercial logic and required outputs agreed for each implementation.
Map your workflow with usEach implementation maps the actual product families, dimensions, components, materials, compatible options, required selections and review conditions.
Price lists, formulas, labour, delivery, tax, margins, discounts, currencies and approval permissions are configured for the agreed selling process.
The scope can include saved configurations, lead records, estimates, quotes, approvals, documents, BOM fields and structured downstream data.
White-label presentation, catalogues, languages, domains, dealer access and internal permissions can differ while the underlying product rules stay governed.
Plan a representative workflow
A useful discovery process does not begin with every SKU. It begins with a product that exposes the real geometry, rule, pricing, document and handoff requirements of the wider catalogue.
Identify whether the journey is for a public buyer, salesperson, dealer, surveyor or catalogue administrator and what decision that user must complete.
Use a product containing real dimensions, dependent options, exclusions, prices and an output your team already knows how to verify.
Document when price is shown, who can discount, what becomes a lead or quote, how revisions work and which approval is required.
List the exact project fields that must reach CRM, ERP, ecommerce, document, scheduling or order workflows and who owns each integration.
Run valid, invalid and boundary products through configuration, price, quote, revision and handoff before accepting the implementation.
Acceptance evidence
Visual quality matters, but a production evaluation should also prove valid product logic, reconciled pricing, traceable revisions and usable downstream data.
A free, no-obligation walkthrough tailored to how your team configures, quotes and delivers.
Book a demo
Talk through your catalog, rules and sales flow with us.
