Turn choices into a specification
A buyer or salesperson chooses the family, attached or freestanding layout, width, projection, roof, finish and accessories. Product rules determine valid combinations and required components. For example, enclosing one side needs an identified opening and compatible enclosure parts. The 3D view explains the choice; the saved specification records the exact product to be discussed and priced.
Apply the agreed commercial process
Price rules convert the specification into quantities and commercial lines. Configurix's Elite Aluminum project includes automatic item-SKU quotations. For a UK business, establish the actual units, currency, service inclusions and document layout with checked examples rather than assuming a generic catalog price is your final proposal.
Connect the next responsibility
A quote inquiry, survey, approval and installation handoff have different prerequisites. Define which project fields and outputs pass to each owner. Tenteks Italia's Configurix project includes multi-product configurators, wider software and a website; specify your required project records and handoffs directly in the delivery brief.
Implementation checklist
- Choices and valid combinations
- Saved specification
- Checked commercial rules
- Defined operational handoff