Pergola software comparison
Configurix vs ShadeFX: software or shade systems?
ShadeFX supplies retractable shade products. Configurix specialises in custom configurators and business software for complex products. Compare the supplier you buy from with the software your team sells through—and decide whether you need one, the other, or both.
Discuss your catalogueSources reviewed:
Published by Configurix. This comparison uses the linked official ShadeFX sources and the Configurix project scope; it is not an independent vendor rating.
Two different purchasing decisions
Configurix
Software for your configurable-product catalogue
Configurix models the products a business is authorised to sell, then connects guided 3D selection with pricing, quotes, lead data and project outputs under an agreed scope.
- Designed for brands, manufacturers, dealers and installers
- Supports multiple product families and market-specific catalogues
- Commercial rules and customer output stay connected to the configuration
ShadeFX
A specialist retractable-shade product range
ShadeFX documents retractable canopies, roofs, pergola kits and outdoor structures. Its professional resources also include specifications, technical guides and downloadable 2D/3D product models.
- Physical shade systems and product-specific support
- CAD/BIM models and technical resources for professionals
- Confirm current dealer software and commercial tools directly
Select a requirement to see the questions to take into your evaluation. Your choice stays on this page and sends no enquiry.
Compare the whole workflow.
Look beyond feature names. For every requirement, identify the responsible supplier, included software, additional development and evidence from a working project.
Primary job
- Configurix
- Configure, price, quote and manage the commercial record for made-to-measure products.
- ShadeFX
- Supply retractable canopy, retractable roof, pergola-kit and custom shade products.
- What to verify
- Decide whether the immediate need is product supply, sales software or both.
Catalogue ownership
- Configurix
- The approved seller or manufacturer catalogue is modeled during implementation.
- ShadeFX
- Official public material documents ShadeFX-branded systems and parameters.
- What to verify
- Confirm rights to use supplier models, specifications, pricing and brand assets.
3D configuration and CAD models
- Configurix
- A guided browser experience can expose permitted sizes, finishes and compatible options.
- ShadeFX
- ShadeFX publishes product models in formats including RFA, SKP, DWG, GLB and IFC, alongside technical resources.
- What to verify
- Distinguish a downloadable model from an interactive customer configurator. Confirm model licences, option rules and available dealer tools.
Pricing and quotes
- Configurix
- Product formulas, price lists, taxes, installation charges and branded documents can be scoped together.
- ShadeFX
- ShadeFX professional resources support specifying and ordering its range. Confirm current prices, dealer terms and quote tools directly.
- What to verify
- Compare the full path from dimensions to a customer-ready commercial document.
Multiple brands
- Configurix
- Separate catalogues, brands, regions and user permissions can be defined in the implementation scope.
- ShadeFX
- Public sources reviewed describe the ShadeFX product range.
- What to verify
- Use a real two-brand project to test catalog separation and pricing control.
White-label experience
- Configurix
- Brand, domain, language, customer journey and documents can be configured for the agreed deployment.
- ShadeFX
- No conclusion is made from the public product guides reviewed.
- What to verify
- Request a live example for the exact dealer, market and domain requirements.
Post-quote workflow
- Configurix
- Lead, project, quote, revision and handoff information can remain attached to one configuration.
- ShadeFX
- Confirm current dealer workflow, CRM connections and order tools with ShadeFX.
- What to verify
- Trace a revision after the first quote and identify every manual re-entry point.
Materials and production data
- Configurix
- A scoped BOM can connect approved components, quantities and configuration revisions to purchasing or factory software.
- ShadeFX
- ShadeFX models and guides describe its own systems; confirm the order and material information supplied for your chosen product.
- What to verify
- Compare component identifiers, quantities, revisions, exclusions and the handoff expected by the supplier.
Appointments and CRM
- Configurix
- Custom software can connect qualified enquiries, survey appointments, project records, jobs, orders and invoicing.
- ShadeFX
- Confirm the supplier’s dealer support and any CRM or scheduling tools directly; no standard Configurix–ShadeFX integration is claimed.
- What to verify
- Test a survey reschedule and a quote revision, then check who owns each record and receives each update.
Decision guide
Start with the business model.
A supplier comparison and a software comparison answer different questions. Define who owns the product rules, who controls the selling price and whose brand the customer sees before assessing features.
Product-led relationship
If the business is standardising on a ShadeFX system, evaluate the product specifications, installation method, fabric choices, ordering process, training and dealer support supplied with that range.
Platform-led relationship
If the business sells several pergola or outdoor-living ranges, evaluate how Configurix would keep each catalogue, price list, user group and customer document controlled.
Combined workflow
A dealer may need both a physical product supplier and an independent sales layer. Confirm data rights, update ownership and order-format compatibility before connecting the two.
Manufacturer workflow
Manufacturers should test dealer permissions, regional price lists, product releases, multilingual output and the data returned after a customer or dealer submits a configuration.
Decision guide
Compare the complete project record.
The largest workflow differences usually appear after the visual design. Follow the configuration through price approval, quote revisions, survey, order and installation instead of stopping at the first 3D screen.
Rules and exceptions
Test maximum spans, slopes, drive positions, fabric or louver compatibility, mounting conditions and exceptions that need engineering or supplier approval.
Price governance
Check where supplier cost, dealer margin, labour, delivery, tax, controlled discounts and validity dates are stored—and who can change each value.
Revision control
Change the dimensions after the first quote. Verify whether the 3D design, price, document, customer history and downstream order data update together.
Operational handoff
Ask what the surveyor, buyer, supplier and installation team receive. A polished visual is not enough if the project must be rebuilt manually before ordering.
Custom software for manufacturers
A configurator up front. Your business connected behind it.
We specialize in complex, configurable and made-to-order products. We build custom software around your catalogue, calculations, permissions, sales process and factory workflows.
Custom software around your products
We specialise in complex products and build custom configurators and software around your catalogue. Product rules, CRM and lead qualification, calendars and appointments, pricing and quotes, materials and BOM, jobs, orders, invoicing and website or business-system integrations are agreed for your implementation. Supplier data rights, available interfaces and acceptance tests determine what can be connected.
CRM and qualified leads
Capture the selected product, dimensions and options with each enquiry. Qualify by product fit, project requirements and commercial readiness, then assign the next action to the right salesperson.
New enquiry
Pergola software comparison
Product fitQualified
Pergola software comparison
RequirementsProposal
Pergola software comparison
Next actionCalendars and appointments
Let a configured project continue into a sales consultation, technical review, survey or installation appointment. Connect calendars, responsibilities and reminders to the same customer record.
- 09:00Project review
- 11:30Technical review
- 14:00Production planning
Bill of materials and factory data
Map product selections to component codes, quantities, materials and cut lengths. Build the sales or manufacturing BOM your team needs, with revisions and production review rules defined for your products.
| Component | Quantity |
|---|---|
| FRM-01Configured components | 1 |
| PNL-02Materials and quantities | 1 |
| KIT-03Agreed operations | 1 |
Mapped to your product codes
Live prices and branded quotes
Apply your own formulas, price lists, dealer margins and approval rules. Generate a quote containing the saved specification, product images, commercial terms and a clear customer approval step.
Quote revision
Orders, jobs and production
Carry accepted choices into order lines and assigned jobs. Keep product revisions, required approvals, documents and delivery tasks together so sales and the factory work from the same specification.
- Accepted quote01
- Configured order02
- Production job03
- Installation04
Invoicing and accounting
Connect accepted orders to deposits, invoice drafts, payment terms and your accounting workflow. Agree which system issues the invoice and how references and confirmed payment status return to the project.
Pergola software comparison
Built for your website. Connected to your systems.
Launch a branded configurator in your existing website or a custom sales portal. Connect CRM, ERP, PIM, ecommerce, calendars and accounting through available APIs, webhooks or agreed imports. We define the data, permissions and responsibilities for each connection with your team.
- 01Your website
- 02Configurator
- 03CRM & calendar
- 04ERP & accounting
Choose the workflows your implementation needs. We build and validate them against your products, documents and target systems.
Discuss your catalogueTake one real product through every step.
Use the same dimensions, options and commercial rules. Record what the product supplier provides and what your sales software must do.
- Configure one typical retractable or bioclimatic pergola from exact dimensions.
- Trigger one invalid size or incompatible option and inspect the guidance.
- Apply the correct price list, tax, installation and controlled discount rules.
- Produce the customer-facing design, quote and approval experience.
- Revise the product after the first quote without rebuilding the project.
- Export or hand off the approved information needed by supplier and installer.
- Identify catalogue updates, ownership, training and ongoing support responsibilities.
- Record every capability that depends on another system or custom development.
Questions before you choose
Build your sales workflow around your catalogue.
Tell us which products you sell, who configures them and what should happen after the quote. We will discuss a custom configurator and the business software your team needs.
Official sources
ShadeFX descriptions refer to the official pages below. An undocumented capability needs direct confirmation; its absence from a public page does not prove it is unavailable.
- ShadeFX · Retractable structures
Official product categories covering custom structures, freestanding canopies and the pergola kit.
- ShadeFX · Professional resources
Official professional resources: specifications, technical guides, installation information and 2D/3D model downloads.
- ShadeFX · Retractable canopies
Official description of the retractable canopy product range and its installation context.