Quoting & configuration

Product configurator

Spending hours manually calculating prices and preparing quotes for complex products? The Configurator module lets you instantly build a variant from available 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 configurator — module screens in Process App
Input
Customer requirements
Flow
Selecting options in sections → calculated price → configuration transferred into 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 configurator immediately calculates the price and can pass the variant into a quote.

Lightning‑fast quoting

Reduce quote preparation time with automatic calculation of costs and margin.

Elimination of human error

Build products only from compatible sections and approved component databases.

Global sales

Easily adapt offer language, currency and VAT rates to the specifics of different sales markets.

Standardised documentation

Generate visually consistent specifications for the customer and for production from a single source of data.

Full cost control

Gain clear insight into 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.

Main screen of the Configurator module showing a statistics summary, a chart of the largest data sets and a table of recently added materials.
1

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

Detail screen of a working configuration for the product Domek Lewandowski 45m², showing a summary of financial data, the list of generated documents and delivery parameters.
2

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

Sections screen in the Configurator module showing tiles grouped into step, element and base categories used to manage configurator packages and items.
3

Sections screen in the Configurator module showing tiles grouped into step, element and base categories used to manage 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.
4

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 with information on product lines, dimensions, labour intensity broken down by department and lead time.
5

House Models screen showing a table of product models with 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.
6

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

Building product variants

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

Sales market management

Configure market tables with assigned margins, currencies and transport costs.

Multilingual document generation

Create specifications and offers in Polish, German and English directly from the configuration view.

Specification template editor

Modify document layouts in a dual‑panel view with live simulation preview.

House model synchronisation

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

BOM reporting

Generate and analyse detailed bills of materials for approved configurations.

Artificial intelligence

What AI does for you in this process

Configuration consistency analysis

Artificial intelligence verifies the selection of elements across sections and warns about potential conflicts in the BOM.

Market margin optimisation

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

Automatic translation of notes

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

Lead time prediction

AI analyses labour intensity in each 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 collecting customer requirements through to generating a ready order. Build products using predefined sections such as basic packages, structural elements or interior fitout. Keep full, real‑time control of financial data, including margin, discounted price and transport costs for different sales markets. Generate complete specifications and quotes in multiple languages with a single click, tailoring templates to the needs of the customer or the production department. Review statistics of the largest data sets and verify recently added materials in 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 configurator” 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

BOM Development

BOM Development

Operations departmentProduction
Multilevel BOM treeProduct and raw material catalogWarehouse movement history
Technology Routing

Technology Routing

Operations departmentProduction
Routing editorMachine park databaseCNC program handling
Manufacturing Cost Calculation

Manufacturing Cost Calculation

Operations departmentProduction
Product cost calculationCentral norms databaseBatch size simulations
Demand Forecasting (Forecast)

Demand Forecasting (Forecast)

Operations departmentProduction
Annual production scheduleSales Kanban boardHR management
Resource Planning and Workload Analysis

Resource Planning and Workload Analysis

Operations departmentProduction
Interactive order scheduleDepartment workload analysisAdvanced data filtering
Production Scheduling

Production Scheduling

Operations departmentProduction
Gantt charts and calendarsDrag and dropAssignment management
Execution Progress Monitoring

Execution Progress Monitoring

Operations departmentProduction
Stage scheduleKanban boardWork in progress
Production Order Launch

Production Order Launch

Operations departmentProduction
APILO synchronisationRouting progress trackingMaterial coverage check
Production Reporting (MES Terminal)

Production Reporting (MES Terminal)

Operations departmentProduction
Scanner-based loginGood and scrap reportingRouting progress tracking
Daily Work Reporting

Daily Work Reporting

Operations departmentProduction
Mobile work reportingBarcode scanner handlingPaired rate management
Piecework Settlement

Piecework Settlement

Operations departmentProduction
Piecework price list managementPDF document generationClosing accounting periods
Purchase Requisition

Purchase Requisition

Logistics departmentLogistics
Demand managementMaterial order checklistReplenishment order creation

Let's talk about your processes