Preserve the useful product logic
Identify the formulas, option dependencies and exceptions that currently live in spreadsheets or staff knowledge. Give each rule a product owner and a representative example before implementing it in the new system.
Pergola configurator
Switch your pergola configurator to Configurix.
Bring your pergola catalogue, calculations and current quote process into a scoped Configurix implementation. Plan the move around the work your team must keep doing.
- Catalogue and calculation mapping
- An agreed policy for open quotations
- A pilot before the production switch
Your pergola catalogue3D
Custom pergola configurator software
Built around your products
Decide what happens to open work
An old quote, a saved design and an accepted order do not always need the same treatment. We agree which records are imported, retained for reference or completed in the existing process.
Test the complete replacement
A useful pilot compares configuration, pricing and the receiving sales workflow. It should show how the new process handles a normal quote, an invalid option and an agreed revision.
A move your sales team can follow.
The plan covers source access, data quality, product and image rights, commercial examples and the people who sign off the change. We agree the route into live operation before replacing the current entry point.
- Product identifiers and option mappings
- Price-book versions and expected calculations
- Saved configurations, quotes and required history
- Training, catalogue ownership and transition support
Choose the right treatment for existing work
| Existing information | Decision to make | Acceptance evidence |
|---|---|---|
| Catalogue | Import, rebuild or clean up | Mapped product and option references |
| Pricing workbook | Implement agreed formulas and permissions | Approved quotation examples |
| Open quotes | Migrate or finish in the current process | Identifiable commercial revisions |
| 3D assets | Confirm rights and web suitability | Accepted product presentation |
| Customer / project data | Agree permitted scope and receiving fields | Verified sample records and access |
The proposal sets out the agreed products, functions, outputs, responsibilities and acceptance checks.
A clear route to launch
- 01
Review the starting point
Show the spreadsheets, existing tool or exports you control. Identify the first product range and the records your team still needs to use.
- 02
Build and compare a pilot
Agree representative product and pricing examples. Compare the new outputs with approved expectations and resolve differences before rollout.
- 03
Make the planned switch
Confirm users, receiving systems, open-work policy and support responsibilities. Change website or dealer entry points only when the agreed workflow has passed acceptance.
Built with Configurix · Elite Aluminum
Pergola and sunroom configuration. Automatic quotes with item SKUs.
Configurix built pergola and sunroom configurators for Elite Aluminum, together with software that generates quotations automatically and includes SKU numbers for individual items.
Explore this customer project- Pergola configurator
- Sunroom configurator
- Automatic quotations with item SKU numbers
Sales market · Canada
Pergola configurator software for Canadian businesses.
Keep your product catalogue consistent while adapting quotes, dimensions, languages and sales responsibilities to the markets you serve. We agree these settings around your actual commercial process.
Quote currency
CAD
Use your approved price lists, discount permissions and tax treatment. Currency display and any conversion source are defined in the project.
Dimensions and units
Metric or imperial, with approved conversions
Choose the input units your buyers use, with agreed precision, rounding and manufacturing limits. Preserve the accepted values in quotes and downstream records.
Sales and delivery areas
Canada
Define which team receives an enquiry, how installation and delivery are quoted, and who follows up. Product data and customer choices stay with the lead.
Choose another market
Questions before you choose
Plan your move to Configurix
Bring your pergola catalogue and one representative customer project. We will discuss the product rules, users and outputs you need, then scope a relevant demonstration and proposal.