For manufacturers & complex-product sellers
Custom CPQ system, built around your catalog
Configurix builds custom configure-price-quote (CPQ) systems for manufacturers and complex-product sellers — built around your catalog, pricing rules and sales process, with 3D configuration, branded quotes and agreed downstream connections.
What is a custom CPQ system?
A custom CPQ (configure-price-quote) system is software built around one company's specific catalog, pricing rules and sales process, rather than a generic platform adapted to the business. It models products as configurable objects with explicit dependencies, resolves price in real time from your own ruleset, generates branded quotes and a deterministic bill of materials, and integrates with your ERP, CRM and e-sign stack. The output is a sellable, buildable order — not a sketch and not an approximation.
A connected workflow you can evaluate
Catalog rules and constraints documented before build
Representative configurations checked before rollout
Rule, price and output changes kept in an audit trail
Errors, quote time and adoption compared with a baseline
What problems does a custom CPQ system solve?
Quoting takes days because pricing lives in spreadsheets
Reps email engineering for prices, wait, follow up, lose the deal. A rule-based engine prices any configuration in seconds, exactly the same way every time.
Margin leaks because every quote is a one-off
Manual price changes can introduce inconsistent quotes. Centralised pricing and discount rules help your team apply the agreed commercial policy.
Production receives configurations it can't build
Reps quote combinations that don't physically fit together; production absorbs the rework. Configuration rules catch incompatible options before the quote is sent.
Dealers and channel partners sell inconsistently
Without a shared CPQ, every dealer brands, prices and pitches differently. A white-label portal standardises the sales motion across the whole channel.
Engineering redraws every order
When the configuration is the source of truth, drawings, cut lists and BOMs are generated — not drawn. Engineering reviews instead of redrawing.
What's included in a Configurix custom CPQ build
Rule-based product modelling
Every option, dependency and exclusion in your catalog encoded once — no more conditional pricing trapped in a sales engineer's head or a spreadsheet macro.
Real-time pricing engine
Calculate from your approved cost, price-list, channel, market, currency, tax and discount rules. Define draft repricing separately from issued quotes and accepted orders; a price-list update must not silently rewrite a customer proposal.
Automatic bill of materials
Every configuration produces a deterministic BOM — components, quantities, packaging — exportable to CSV, XLSX or pushed live into your ERP.
Visual 3D configurator
Optional white-label 3D front-end so customers, dealers and inside sales see what they're buying. Built specifically for the catalog, not generic CAD.
Branded PDF quotes
One-click quotes with renders, dimensioned drawings, itemised pricing, payment terms and offer validity — your logo, your colours, your legal.
Dealer / channel portal
Distributors and reps log into a portal under your brand with their tier pricing, their pipeline and their commissions — not a generic CPQ login.
Approval workflows & guardrails
Discount thresholds, margin floors, non-standard configurations and finance approvals routed automatically. Nothing leaves the building without the sign-off it needs.
ERP, CRM & e-sign integrations
Connect your existing systems through an agreed API, webhook, file exchange or connector. Each connection is scoped and tested against the receiving system.
Price updates and quote revisions
We agree the pricing policy for each stage during implementation and test it before launch. A price-list update and a quote revision are separate actions.
New configurations
Use the currently approved prices effective for the customer's account, market and date. Draft calculations update when price-relevant selections change.
Saved projects and drafts
Keep the saved configuration and price reference. Agree whether reopening preserves the price, flags a change or explicitly reprices; show any new total before issuing a quote.
Issued quotes
Preserve the issued configuration, price, currency, tax context, terms and revision. Deliberate changes create a new quote revision for customer review. Expired quotes require review or reissue, not silent repricing.
Accepted orders
Carry forward the approved commercial lines. Handle changes through a controlled amendment and renewed approval where required; do not overwrite the accepted order with today's price list.
Three milestones. Three clear delivery scopes.
First customer-facing configurator
- Scope
- One agreed product range, your branding, validated choices and prices, and the lead or quote path included in scope. Publish after the agreed acceptance checks pass.
- Required before this milestone
- Approved catalog, price examples and assets; website access, lead destination and a reviewer available for sign-off.
- Timing
- Around 7 days is a target only for an eligible, ready Fast Launch scope. Confirm the delivery date and day basis in writing before work starts.
Sales pilot
- Scope
- Selected salespeople or dealers test representative configurations, prices, quotes and any included BOM or integrations before wider use.
- Required before this milestone
- The first configurator is accepted; pilot users, test cases, sample quotes and any required target-system access are ready.
- Timing
- A separately agreed window, ending with pilot acceptance. Custom product modelling and integration testing may extend the schedule.
Full operational rollout
- Scope
- Release the agreed product ranges and sales channels, train users, and complete the included integrations, migration and handover.
- Required before this milestone
- Pilot acceptance, operational owners and training are in place; included integrations and migration have passed their release checks.
- Timing
- A separately agreed rollout date and support plan. It is not automatically included in the first configurator's launch window.
When does the delivery clock start?
Delivery timing starts on the readiness date confirmed in the written plan—not on the enquiry or first sales call. Before that date, agree the scope and acceptance checks, validate the catalog and pricing inputs, and provide the required 3D assets, brand files, system access and named reviewers. The plan states whether days are calendar or business days.
Missing inputs, added scope or delayed approvals can move milestone dates. We review the dependencies and confirm a revised plan rather than treating the original date as a promise for additional work.
How Configurix connects to your systems
Website embedding, automation workflows and custom system integrations are different services. A ready-to-activate connector needs a documented version and supported workflow; a platform logo alone does not define that scope.
Embedded configurator
Website embedding
WordPress · WooCommerce · Shopify · Wix · Webflow · Squarespace · BigCommerce · Shopware
Implementation requirements
- Connection type
- Embedded configurator
- Editions & versions
- Confirm the website plan, theme and permission to embed custom content. Checkout and product-catalog integration are scoped separately.
- Data exchanged
- Website and market context, configuration reference and the lead or quote events included in scope.
- Sync direction
- Website context into Configurix; agreed lead or quote actions out. Embedding does not synchronize the store catalog or checkout by itself.
- Implementation requirements
- Website access, placement, brand assets, lead destination and responsive acceptance checks.
- Maintenance ownership
- The implementation agreement names who maintains connection code, mappings, workflow rules, credentials, monitoring and vendor-version changes. Ongoing support is defined separately from initial setup.
Configured workflow or API connection
CRM & automation
HubSpot · Zapier
Implementation requirements
- Connection type
- Configured workflow or API connection
- Editions & versions
- Confirm your HubSpot edition or Zapier plan, API access and the permissions needed by the selected workflow.
- Data exchanged
- contacts, qualified enquiries and sales opportunities; project events and follow-up actions
- Sync direction
- Configurix to the CRM or automation workflow. Return updates and two-way synchronization are included only when explicitly scoped.
- Implementation requirements
- Authorized accounts, field mapping, trigger definitions, sample records and duplicate/error handling tests.
- Maintenance ownership
- The implementation agreement names who maintains connection code, mappings, workflow rules, credentials, monitoring and vendor-version changes. Ongoing support is defined separately from initial setup.
Project-specific API, webhook or file exchange
Custom business-system integration
ERP / CRM / API
Implementation requirements
- Connection type
- Project-specific API, webhook or file exchange
- Editions & versions
- Confirm the exact receiving product, edition, version and available interfaces before selecting the integration method.
- Data exchanged
- product identifiers, prices, orders and status updates
- Sync direction
- Inbound, outbound or two-way per agreed data flow—not automatic bidirectional synchronization of every object.
- Implementation requirements
- System owner, test environment, credentials, approved field mapping, representative records and release acceptance.
- Maintenance ownership
- The implementation agreement names who maintains connection code, mappings, workflow rules, credentials, monitoring and vendor-version changes. Ongoing support is defined separately from initial setup.
Who custom CPQ is for
Built for any business selling a complex, configurable, made-to-order product through direct sales, a dealer network, or both:
- Pergola, veranda, awning and outdoor-living manufacturers
- Building products (windows, doors, facades, glazing systems)
- Industrial equipment and machinery
- HVAC and AC enclosure producers
- Furniture and custom millwork
- Aluminium extrusion and finished-product lines
- OEMs supplying private-label dealer networks
- Specialty vehicles, trailers and modular structures
Our flagship vertical is outdoor living — see pergola manufacturer software for a worked example of the same platform applied to a specific industry.
Frequently asked questions
- What is a custom CPQ system?
- A custom CPQ (configure-price-quote) system is software built for one company's specific product catalog, pricing rules and sales process — rather than a generic platform you adapt to your business. It models your products as configurable objects, prices them in real time using your own rules, generates branded quotes and a complete bill of materials, and integrates with your ERP, CRM and e-sign tools.
- When does it make sense to build custom instead of buying off-the-shelf?
- Custom is the right choice when (1) your product is genuinely configurable with deep rules and dependencies, (2) generic CPQ requires extensive customisation just to model your catalog, (3) you sell through dealers or distributors and want a branded experience, (4) your pricing logic is a competitive advantage, or (5) you need a visual / 3D front-end. Standard CPQ is fine for simple SKU-bundle pricing — it struggles with engineered-to-order manufacturing.
- Can it be white-labelled for our dealers and customers?
- Yes — and this is one of the main reasons manufacturers choose custom over off-the-shelf. The platform runs on your domain, with your brand, your PDF templates, your dealer portal copy and no Configurix logo visible to your channel or end customers. Dealers see your brand; their customers see your brand.
- When does the delivery clock start?
- Delivery timing starts on the readiness date confirmed in the written plan—not on the enquiry or first sales call. Before that date, agree the scope and acceptance checks, validate the catalog and pricing inputs, and provide the required 3D assets, brand files, system access and named reviewers. The plan states whether days are calendar or business days.
- Does Fast Launch include the full CPQ rollout?
- Fast Launch is the first customer-facing configurator for an eligible, focused product range. A sales pilot and a full operational rollout are separate milestones. Custom models, additional ranges, dealer networks, integrations and migration receive their own scope and schedule; the first-launch target is not a deadline for all of them.
- Will a price-list update change a quote already sent to a customer?
- The implementation policy should preserve the configuration, price, currency, tax context, terms and revision of an issued quote. Updating a price list is not permission to overwrite it. A deliberate change creates a new quote revision for customer review; expiry triggers review or reissue, not a silent price change. Agree and test this behavior alongside saved-project repricing and accepted-order amendments before launch.
Ship a custom CPQ for your business
Bring your catalog, quote examples and target systems. We can define the first implementation scope and the workflow it needs to demonstrate.
Book a discovery call