Rule-based pricing
Calculate commercial values from the same dimensions and product options the customer sees.
- Formula, price-band and matrix logic
- Base systems, quantities and option prices
- Conditional surcharges and dependencies
Pergola quoting software
The design changes. The price follows.
Configurix connects the configured pergola to its commercial rules, so dimensions, roof systems, closures, finishes and accessories can flow into an accurate price, a branded proposal and a reusable project record.
Formula, matrix, option and conditional pricing methods
Price logic for bioclimatic and made-to-measure pergola systems
Branded quotes linked to the saved visual configuration
Support for revisions, regional price lists and workflow handoffs
Connected pergola workflow
The design, price, quote and project record stay connected.
Pricing tied to the actual product
What pergola quoting software should control.
A pergola price can depend on more than width and projection. Mounting type, number of bays, structural profile, louver zone, motor, screen size, glazing, lighting, finish, installation, freight, tax and dealer terms can all affect the final offer.
Configurix makes those inputs part of one governed configuration. The pricing model can use formulas, matrices, size bands, option prices and conditions based on the catalogue and commercial process supplied by the business.
The result is not simply a number on screen. The selected product, price components, customer details, visuals and commercial terms can remain connected when the salesperson reviews the opportunity, generates a quote or prepares the next handoff.
Build every pergola quote from the same source of truth.
The pricing model and document output are tailored to the products, markets and approval process of each Configurix implementation.
Complete option coverage
Include the choices that materially change a bioclimatic or made-to-measure pergola offer.
- Roof, motor and control packages
- Screens, glazing, lighting and heating
- Finish, installation and delivery items
Commercial governance
Apply the pricing and approval structure used across the sales organisation.
- Dealer and regional price lists
- Currency, tax and discount policies
- Margin visibility and approval stages
Branded quotes
Turn the saved project into a proposal that is clear to the buyer and consistent for the seller.
- Product summary and configured visuals
- Itemised or grouped price presentation
- Terms, validity and customer information
Revisions without re-entry
Reopen the project when a customer changes size, finish or accessories.
- Edit the existing configuration
- Recalculate affected price components
- Issue an updated proposal from the record
Connected project data
Keep commercial information useful after the quote has been prepared.
- Customer, product and opportunity record
- CRM, ERP and order handoff options
- Bill-of-material and fulfilment inputs
One connected process
From configured pergola to reviewed commercial proposal.
A connected quote workflow reduces the number of places where product selections and prices must be interpreted or typed again.
Configure
Capture the exact product
Choose system, dimensions, roof, finish and compatible accessories in the visual configurator.
Calculate
Apply the price rules
Use the appropriate formula, option prices, taxes, discounts and market-specific commercial logic.
Review
Check the complete offer
Confirm the design, scope, price breakdown, customer data and any internal approval requirements.
Present
Generate the proposal
Create a branded quote connected to the saved configuration and available for later revision.
Connected pergola quoting compared with a spreadsheet workflow.
A spreadsheet can remain useful for analysis. The operational difference is whether the quoted price is directly connected to the customer's configured product and project record.
| Workflow area | Configurix quoting workflow | Separate spreadsheet workflow |
|---|---|---|
| Product inputs | Dimensions and selected options come from the saved visual configuration. | Selections commonly need to be interpreted and entered into another file. |
| Compatibility | Product rules can limit incompatible combinations before pricing. | The estimator must check compatibility using catalogue knowledge or separate references. |
| Price updates | Changing the configuration can recalculate affected commercial components. | Changes may require manual edits across the estimate, drawing and proposal. |
| Quote output | The product summary, visual and price can populate an agreed branded document. | A separate template or document-generation step is often required. |
| Project continuity | The configuration and commercial record remain available for follow-up and handoff. | Files and customer communication may be stored in several different places. |
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.
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Practical guide
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Design workflow
Pergola design software
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Role guide
Pergola software for installers
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See the working system
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A free, no-obligation walkthrough tailored to how your team configures, quotes and delivers.
Book a demo
Talk through your catalog, rules and sales flow with us.