Quoting & Configuration

Product Configuration

Spending hours manually calculating prices and building quotes for complex products? The Configurator module lets you assemble a variant in seconds from predefined sections and parameters, automatically generating pricing and a ready-to-use specification. Artificial intelligence analyses historical configurations and suggests optimal bundles and margins for selected markets.

See the screens

Product Configuration — module screens in Process App

Input: Customer requirements
Flow: Selecting options in sections → calculated price → configuration transferred into a quote
Output: Configured variant with price

Who works here

Sales rep, Customer, Partner

Benefits

What changes in the company after the rollout

The customer or sales rep assembles a product variant from sections, options and parameters. The configuration instantly calculates the price and is ready to be sent as a quote.

Błyskawiczne ofertowanie

You shorten quote preparation time thanks to automatic cost and margin calculation.

Eliminacja błędów ludzkich

You build the product only from compatible sections and approved component libraries.

Globalna sprzedaż

You easily adjust offer language, currency and VAT rates to the specifics of different sales markets.

Standaryzacja dokumentacji

You generate visually consistent specifications for both the customer and production from a single source of data.

Pełna kontrola kosztów

You gain a clear view of financial parameters, including manufacturing cost and transport cost thresholds.

System screens

How this process looks in Process App

Zrzuty pochodzą z działającego systemu — kliknij, aby powiększyć.

Configurator module main screen showing a summary of statistics, a chart of the largest data sets and a table with the most recently added materials.

Working configuration details screen for the product Domek Lewandowski 45m², showing a summary of financial data, a list of generated documents and delivery parameters.

Sections screen in the Configurator module showing tiles grouped into step, element and base categories, used for managing configurator packages and items.

Markets screen in the Configurator module showing a table with sales markets and their assigned margins, VAT rates, currencies and transport costs.

House Models screen showing a table of product models including information on product lines, dimensions, labour intensity broken down by department and lead time.

Specification Templates screen in the Configurator module showing a dual-panel view with a production document simulation on the left and an edit-ready panel for the selected element on the right.

Features

What exactly you get

Budowanie wariantów produktu

The system lets you assemble configurations from predefined packages such as Envelope, Size class or Fitout.

Zarządzanie rynkami zbytu

You configure sales market tables with assigned margins, currencies and transport costs.

Generowanie dokumentów wielojęzycznych

You create specifications and quotes in Polish, German and English directly from the configuration view.

Edytor szablonów specyfikacji

You modify document layouts in a dual-panel view with live simulation preview.

Synchronizacja modeli domków

You pull current data on dimensions and labour intensity directly from an external spreadsheet.

Tworzenie zestawień BOM

You generate and analyse detailed bills of materials for approved configurations.

Artificial intelligence

What AI does for you in this process

Analiza spójności konfiguracji

Artificial intelligence checks the selection of elements from different sections and warns about potential conflicts in the BOM.

Optymalizacja marży rynkowej

Algorithms analyse historical sales data and suggest optimal margin rates for newly added markets.

Automatyczne tłumaczenie uwag

The system recognises non-standard notes entered by the sales rep and translates them into the selected offer language.

Predykcja czasu realizacji

AI analyses labour intensity per department and calculates an estimated delivery time for non-standard variants.

Module description

The process from start to finish

Manage the entire quoting process in one place, from capturing customer requirements to generating a ready-to-process order. Build products using predefined sections such as basic packages, structural elements or interior equipment. Monitor financial data in real time, including margin, discounted price and transport costs for different sales markets. Generate complete specifications and quotes in multiple languages with one click, adapting templates to the needs of the customer or the production department. Review statistics of the largest data sets and verify recently added materials within the BOM configuration. Synchronise the base of house models from an external spreadsheet, so you always work with up-to-date data on labour intensity and lead time.

See this process on your own data

We will walk you through the “Product Configuration” module using your company as the example — the input, the flow and the end result in Process App.

Other modules

Explore the remaining system modules