Product catalogue
Approved bioclimatic systems
Model valid spans, projections, roof zones, posts, drainage, screens, glazing, lighting, finishes, controls and accessories for each pergola range.
Pergola configurator software in Montana
Pergola configurator software for Montana teams.
Sell made-to-measure bioclimatic pergolas with one connected 3D workflow for approved product rules, live U.S. pricing, branded quotes and installation-ready project data.
Configure wall-mounted, freestanding and multi-bay pergola systems
Apply Montana price lists, no-general-sales-tax logic, rural freight and installation zones
Route mountain snow, wind, wildfire, floodplain and state-or-local permit conditions to review
For pergola manufacturers, dealers, retailers and installers serving Billings, Missoula, Great Falls, Bozeman, Butte, Helena and customers across Montana.
Wall-mounted bioclimatic pergola
Rotating louvers · Zip screen · Sliding glass
Rules activePrice connected
Built around your Montana pergola operation
One governed workflow across mountain, valley and plains markets.
Configurix turns your approved pergola catalogue into a guided 3D buying experience. Customers and sales teams can explore valid structures and options while your business controls product availability, pricing, rural delivery coverage and the technical-review steps required before installation.
Regional selling
Montana prices and service zones
Connect the project address to the right catalogue, dealer, price list, approved tax or fee input, mileage, freight, seasonal-access rule, installation area and sales owner.
Site context
Snow, wind and wildfire review
Apply supplied product limits and route defined snow, wind, frost, wildfire, floodplain, drainage, slope, soil or foundation conditions to technical review.
Project handoff
Clear data for state or local review
Carry dimensions, selected options, address, visuals, customer details and review status into the quote, site survey and applicable certified-local, state or floodplain permit workflow.
MTRegional rollout
One Montana catalogue for direct, showroom and dealer sales.
Use the same governed pergola system on your website, in a showroom, during an on-site consultation or inside a dealer portal. Product availability, mountain packages, prices, rural mileage, freight, seasonal access, permissions and review paths can vary without creating disconnected project records.
Serving teams across Montana
BillingsMissoulaGreat FallsBozemanButteHelena
Snow and wind loads, frost depth, wildfire and wildland-urban-interface exposure, floodplains, streams or wetlands, drainage, elevation, slope, soil and foundation conditions, utilities, setbacks, association rules, Montana-adopted codes and certified-local, state or county permits remain project-specific. Configurix can enforce supplied approved limits and review steps; it does not create engineering, wildfire, flood, tax, code, permit or association approval by itself.
One saved configuration
From website visitor to sales-ready project.
Your buyer designs and prices. Your team receives the complete project—not only a name and email address.
Your buyer + your team
Design the exact pergola
Dimensions, roof systems, screens, glazing, lighting and finishes stay inside your product rules.
Havenform Outdoor● Live
13.8 × 11.5 ft$10,440
Your buyer
An accurate price, instantly
Every selection follows your price lists, margins, installation rules, tax and controlled discounts.
Live priceUpdated
Frame$5,200
Louvered roof$2,450
Selected options$1,290
Total$10,440
Your buyer
A quote ready to act on
The chosen design, options, price, terms and approval link become one branded proposal.
Quote #1042
Prepared for Sarah M.
Louvered pergola$10,440
Anthracite finishSelected
InstallationIncluded
Your customer
One place to review and approve
3D, AR, quote, files, messages and project status stay together under your brand.
Sarah’s project
Portal · CX-2418
3D designReady
AR viewOpen
Quote$10,440
Your team
Survey and installation, booked
Connect the team calendar, assign the right crew and keep customers updated automatically.
Installation calendar
MonTueWedThuFri
Site survey
Sarah M. · 10:00
Installation
Crew A · CX-2418
Your operations team
A build-ready handoff
The approved configuration becomes the exact bill of materials, dimensions and production data.
Bill of materials
Order CX-2418
FR-4200-AFront beam1
PO-2600-AStructural post4
LV-350-ALouvered module12
Production data readyCSV · ERP · API
Your catalogue, working live
Put your product rules inside the design.
Interactive pergola studio
Change the product. Watch the price follow.
Dimensions, roofs, closures, comfort options and finishes follow the limits and commercial logic of your actual pergola range.
13.8 ft
Louvered roof · AnthraciteOne approved pergola
One project record from sale to site.
Accurate pricing + bill of materials
The selling price and build list come from the same rules.
Dimensions, accessories, labour, transport, margin, tax and installation create the price. The approved selections create the production handoff.
Live price
Structure$5,950
Louvered roof$2,450
Options$1,290
Installation$750
Customer total
$10,440
Bill of materials
Order CX-2418
FR-4200-AFront beam · 13.8 ft1
PO-2600-AStructural post · 8.5 ft4
LV-350-ALouvered roof module12
SC-3500Motorized side screen1
LED-WWDimmable LED channel2
Production readyCSV · ERP · API
Quote and customer portal
A proposal customers can understand and approve.
Quote #CX-2418
Prepared for Sarah M.
13.8 × 11.5 ftConfigured
Louvered roofIncluded
Project total$10,440
Augmented reality
See the pergola at full scale.
Open the saved design on a compatible phone or tablet at the customer’s property.
Customer portal
One clear place to decide.
The design, AR link, quote, messages, documents and approval status stay together.
Connected calendar
Book the next step immediately.
Schedule surveys, measurements and installation with crew assignments and reminders.
See the pergola configurator in motion.
Real Configurix product flows—from dimensions and options to the branded customer experience—without a static mockup pretending to be software.
Pergola configurator walkthrough
Dimensions, options and live 3D presentation.
A focused customer flow
Fewer choices. Faster decisions.
Bioclimatic pergolas first. Every system supported.
Built for bioclimatic pergolas—and the rest of your range.
Configure freestanding, wall-mounted and multi-bay louvered systems in detail, then bring wood, fixed-roof and custom pergola lines into the same sales workflow.
Wall-mounted bioclimatic pergolas
House connections, motorized louvers, lighting, screens and sliding glass.
Freestanding bioclimatic pergolas
Motorized louvers, drainage, lighting, screens, glazing, heating and sensors.
Multi-bay bioclimatic pergolas
Independent roof zones, shared posts and large made-to-measure layouts.
Technical louvered systems
Precise blades, frames, post positions and site geometry inside the 3D configurator.
Glass and screen enclosures
Compatible sliding glass, side screens and enclosed configurations for every bay.
Wood pergolas
Attached or freestanding timber systems with profiles, spans and finish choices.
Attached wood pergolas
Wall connections, rafters, beams and posts configured for the exact property.
Wood configurator views
Clear 3D views for reviewing structure, projection and placement before quoting.
Custom wood layouts
Model unique site geometry and keep every approved dimension with the project.
How pergola configuration works
More than a 3D pergola visualizer.
A bioclimatic pergola configurator is rule-driven product and CPQ software. It lets a buyer or salesperson design a made-to-measure pergola while the system checks which structures, roof modules, closures, finishes and accessories are valid for that exact project.
Configurix connects the visual model to your real catalogue. When someone changes the width, projection, roof or side elements, the same saved configuration can update the price, quote, customer record and production information. The team does not need to redraw or re-enter the pergola at every stage.
Each implementation is built around the way your business sells: direct to homeowners, through dealers, from showrooms, during site visits or across a manufacturer and distributor network.
Structure and dimensions
Turn the construction limits of each pergola range into guided choices for customers and salespeople.
- Freestanding, wall-mounted, cantilever and multi-bay layouts
- Width, projection, height, bay count, posts and wall connections
- Minimums, maximums, increments, span rules and compatible supports
Roofs and automation
Keep roof systems and their control equipment connected to the selected structure.
- Bioclimatic rotating louvers, retractable roofs and fixed panels
- Blade direction, roof zones, motors, controls and drainage
- Rain, wind and sun sensors with compatible automation packages
Closures and comfort
Let buyers complete the outdoor room without choosing options that do not fit the design.
- Integrated zip screens, sliding glass, fixed glazing and doors
- LED channels, infrared heaters, power points and accessories
- Colours, textures, infill materials and market-specific option packs
Pergola pricing rules
Calculate a controlled selling price from the same selections visible in the 3D pergola.
- Prices by unit, length, area, module, accessory or formula
- Dealer price lists, margins, discounts, tax, currency and regional rules
- Survey, delivery, installation and other project-level charges
Customer and sales outputs
Give every buyer and salesperson a consistent record of the pergola being discussed.
- Interactive 3D, technical views, saved configurations and AR links
- Website lead capture, branded estimates, quotes and approvals
- Customer portal, messages, documents and commercial history
Ordering and installation data
Carry approved configuration data forward instead of rebuilding the project in another tool.
- Bill of materials, selected components, dimensions and snapshots
- CSV, API, webhook, CRM, ERP and order-processing connections
- Survey appointments, tasks, crew planning and installation handoff
Pergola software comparison
A visualizer, CAD tool and CPQ system solve different problems.
A pergola visualizer shows appearance. CAD software gives a trained designer an open modelling environment. CPQ software applies configuration and pricing rules. Configurix combines customer-facing 3D with visual CPQ, quoting and project data for made-to-measure pergola sales.
Read the product configurator glossary| Capability | Pergola visualizer | CAD / 3D software | Generic CPQ | Configurix |
|---|---|---|---|---|
| Customer-facing 3D experience | Usually the main strength | Built for trained designers | Not normally included | Interactive 3D for buyers and sales teams |
| Product compatibility rules | Often limited to visible options | Checked by the designer | Strong rules without native 3D | The 3D model and rules update together |
| Made-to-measure pricing | May show a guide price | Usually calculated elsewhere | A core capability | Dimensions, options and commercial rules stay connected |
| Quote and customer approval | Normally a separate step | Normally a separate step | Common, but the visual may be separate | The saved pergola becomes the branded proposal |
| BOM and project handoff | Not normally included | Drawings may need manual interpretation | Possible when product data is modelled | Approved selections can become structured order data |
| Website lead capture | Available in some products | Not a customer website tool | Usually designed for internal users | White-label embed with the configuration attached |
Implementation requirements
What we need to build an accurate pergola configurator.
The quality of a configurator depends on the product knowledge behind it. We turn your accepted catalogue, commercial rules and operational outputs into one governed configuration model—then test it with your team before launch.
Pergola catalogue
System families, profiles, roof types, available sizes, bay layouts, posts, finishes, closures and accessories.
The catalogue defines what customers and salespeople are allowed to configure.
Product rules
Minimums, maximums, increments, spans, required supports, option dependencies and incompatible combinations.
These rules stop impossible or incomplete pergola combinations before they reach a quote.
Commercial logic
Base prices, dimensional formulas, option prices, installation, transport, taxes, dealer lists, margins and discounts.
The pricing model determines how each valid design becomes a controlled selling price.
Documents and connections
Quote layout, terms, approval steps, BOM fields, exports and the CRM, ERP or order systems that need project data.
The output specification keeps the approved design connected to the next operational step.
A focused first pergola configurator can usually use the Fast Launch path. Larger multi-range, multi-market or deeply integrated builds follow a scoped white-label implementation.
Pergola software resources
Explore the workflow in more detail.
Continue with focused information for installers, manufacturers, quoting teams and anyone planning a connected pergola sales process.
For website self-service
3D product configurator for websites
Learn how product rules, pricing, lead capture and saved projects work inside a customer-facing website journey.
For louvered-roof product ranges
Bioclimatic pergola configurator
Explore the rules, roof zones, drainage, screens, glazing, pricing and project outputs behind a guided bioclimatic pergola sale.
For sales and installation teams
Pergola configurator for installers
See how on-site design, pricing, customer approval and installation planning work as one process.
For brands and product owners
Pergola manufacturer software
Control product logic, catalogues, dealer access and commercial rules across a sales network.
For accurate commercial output
Pergola quoting software
Learn how dimensions, options, labour and pricing rules become a clear branded pergola quote.
Practical sales guide
How to quote a pergola
Review the information a team needs to move from site requirements to a complete customer proposal.
Software buyer guide
How to choose pergola design software
Compare general CAD, visualizers and catalog-driven configurators for design, pricing, quoting and project continuity.
Industry data and methodology
Pergola market statistics 2026
Review sourced outdoor-living, housing and digital-buying indicators plus the workflow benchmarks pergola teams can measure.
Workflow comparison
Configurix vs SketchUp
Compare catalog-driven 3D configuration and CPQ with open-ended 3D modeling and documentation.
Supplier and platform comparison
Configurix vs ShadeFX
Understand the difference between a retractable-shade product supplier and an independent sales platform.
Pergola configurator FAQ
Practical answers before we build yours.
3D models, accurate pricing, bill of materials, quotes, AR, integrations, multilingual rollout and ongoing support.
See the working system
Book a demo. See Configurix live.
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.