Better website enquiries
Let buyers explain what they want through a structured product experience.
- Selected system, size and options
- Contact and project information
- Saved configuration for sales follow-up
Pergola configurator for installers and dealers
One pergola workflow for sales and installation.
Configurix helps pergola installers and dealers connect website enquiries, consultations, 3D product configuration, live pricing, branded quotes, follow-up and project handoff in one white-label workflow.
Customer self-configuration and sales-assisted consultations
Bioclimatic, retractable, timber and fixed-roof product families
Live prices, proposals and customer project records
White-label experiences for dealer and installer brands
Connected pergola workflow
The design, price, quote and project record stay connected.
Built around the installer journey
From qualified enquiry to installation-ready project.
Pergola installers need more than an attractive 3D image. A useful system must capture the product a customer wants, help the team qualify the opportunity, apply the correct catalogue and price rules, communicate a clear offer and retain the information needed for the next visit or handoff.
Configurix can begin on the installer's website, where a visitor explores products and submits a configuration. The same record can then be used during a remote consultation, showroom appointment or site visit, keeping the chosen system, dimensions and options visible to both the buyer and the salesperson.
After the proposal, project status, follow-up and agreed product data remain connected. The implementation can then provide the required information to survey, operations or another business system without presenting unverified customer outcomes as guaranteed results.
Software for every customer-facing stage of a pergola project.
Configurix adapts to installer-led, dealer-led and mixed sales models, including teams that sell direct, through showrooms or across partner networks.
Guided consultations
Use a visual product journey during remote, showroom and on-site conversations.
- Customer and salesperson share one design
- Compatible choices shown in context
- Changes retained in the project record
Consistent product rules
Give every sales user the same approved systems, options and constraints.
- Made-to-measure dimension ranges
- Roof, closure and accessory logic
- Dealer-specific catalogue visibility
Pricing and proposals
Move from configured product to a commercial offer without rebuilding the scope.
- Live price calculations
- Branded quote documents
- Revisions from the saved configuration
Lead and project follow-up
Keep the opportunity organised after the first customer interaction.
- Customer and project timeline
- Status, notes and next actions
- Team roles and visibility rules
Survey and install handoff
Preserve the agreed product information for validation and fulfilment.
- Dimensions, options, finish and images
- Survey notes and project documents
- Integration and bill-of-material options
One connected process
A customer journey the installer can continue.
Each stage adds useful detail to the same opportunity instead of creating an unrelated drawing, spreadsheet, document and task list.
Enquiry
Capture product intent
Receive a website configuration or create the first project record from a call or showroom visit.
Consultation
Refine the pergola
Review system, dimensions, roof, closures, finish and accessories with the customer.
Proposal
Price and follow up
Apply the commercial rules, prepare a branded quote and keep the next action visible.
Preparation
Validate and hand off
Carry approved project information into survey, technical review and installation planning.
A connected installer workflow compared with separate sales tools.
The purpose is not to remove every specialist system. It is to keep the customer's product choices coherent while the opportunity moves between people and stages.
| Customer stage | Configurix installer workflow | Disconnected workflow |
|---|---|---|
| Website enquiry | Can arrive with a selected pergola, dimensions, options and contact information. | Often arrives as a short form submission that requires a separate discovery process. |
| Sales consultation | The salesperson can continue the saved product configuration with the customer. | The team may redraw the project or transfer notes into another tool. |
| Price and quote | Commercial rules and document output can use the same structured configuration. | Product choices are commonly re-entered into spreadsheets and templates. |
| Follow-up | Status, configuration and customer context remain associated with the opportunity. | Context may be split across email, CRM notes, drawings and local files. |
| Installation preparation | Approved product data can continue into validation and agreed operational outputs. | Operations may need to reconstruct the sold scope from several sources. |
Pergola software FAQ
Detailed answers for your team.
Product setup, pricing rules, outputs, integrations, implementation and ongoing catalogue changes.
Continue exploring pergola software.
Related pages cover the complete product, specific business roles and practical quoting guidance without repeating the same search intent.
Core product
3D pergola configurator
Explore the complete Configurix product for bioclimatic and made-to-measure pergola sales.
Commercial workflow
Pergola quoting software
See how the saved design can drive live pricing, proposal output and project revisions.
Practical guide
How to quote a pergola
Review the inputs and commercial sections needed for a clear made-to-measure pergola quote.
Network workflow
Pergola manufacturer software
Learn how manufacturers can support product rules, pricing and dealer sales across a network.
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