Configurix
Guide

How to Choose a Multi-Brand Pergola and Awning Configurator

A dealer checklist for product catalogues, rules, pricing, visualisation, access and order handoff.

Configurix TeamUpdated 2 min read
Table of contents
  1. Why consider a multi-brand configurator?
  2. What should dealers compare?
  3. From customer requirements to an order
  4. How Configurix approaches a dealer project

Why consider a multi-brand configurator?

A dealer who sells several pergola or awning ranges may need to manage different product options, price lists and ordering processes. A shared configurator can bring those choices into one sales workflow, provided each manufacturer's product rules and data are available and agreed for use. A manufacturer's own tool may be sufficient when a business sells one range and its existing workflow meets its needs.

What should dealers compare?

  • Catalogue and permissions: Which ranges are included, who supplies product data and who may update it?
  • Product rules: Can the proposed system represent dimensions, finishes, options and incompatibilities for each range?
  • Pricing: Where do prices come from? Who approves discounts, site-specific costs and updates?
  • Visualisation: Test representative products on the devices and connections your team uses. If AR matters, agree supported devices and fallback behaviour.
  • Branding and access: Decide whether dealers need their own branding, accounts, price visibility and access to customer projects.
  • Quotes and handoff: Check what goes into a quote, who approves it and how the accepted version reaches your ordering or production systems.

Ask each supplier to demonstrate the same product and sales scenario. Compare the full scope, implementation responsibilities, ongoing catalogue maintenance and support rather than relying on a feature list alone.

From customer requirements to an order

Start with the site, customer requirements and available product ranges. The configurator can present the agreed options and help the salesperson explain differences. Before acceptance, check measurements, installation conditions and any pricing exceptions. Record the approved configuration and ensure the order references the same version.

How Configurix approaches a dealer project

Configurix builds configurators and custom business software around the catalogue and workflow agreed with each customer. A project can cover multiple ranges, visual configuration, branded interfaces and connections to quoting or business systems where included in scope. Availability of catalogue data, AR, pricing rules and integrations must be confirmed for the specific implementation; they should not be assumed to be ready-made for every brand.

Explore the pergola configurator and awning configurator, then discuss the ranges, users and systems your business needs to support.

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