Custom quote configurator development
Custom CPQ software for configuring products, calculating prices and generating professional quotes. We develop quote configurators that support your sales process and prevent errors in quotes.
Why build a quote configurator?
Creating quotes manually for configurable products or services is time-consuming and prone to error. A quote configurator standardises the process and ensures sales staff can produce accurate quotes quickly.
Common challenges
- ! Errors in quotes: incorrect prices or incompatible options
- ! Long lead times: creating quotes takes too much time
- ! Reliance on expertise: only experienced staff can produce complex quotes
- ! Inconsistent pricing: different salespeople apply different discounts
What a configurator makes possible
- + Error-free quotes: built-in validation and dependencies
- + Faster quoting: configure and generate a PDF straight away
- + Anyone can quote: including new team members
- + Consistent pricing: central price lists and discount rules
| Aspect | Manual quoting | Quote configurator |
|---|---|---|
| Lead time | Hours to days | Minutes |
| Error rate | High | Minimal |
| Expertise required | Deep product knowledge needed | System guides the user |
| Consistency | Varies by salesperson | Always uniform |
How does a quote configurator work?
CPQ stands for Configure, Price, Quote - the three steps a quote configurator goes through
Configure
Assemble the product or service from available options and variants
Price
Calculate the price automatically based on the configuration
Quote
Generate a professional quote as a PDF or digital document
Possible functionality
We can develop a custom quote configurator with the features that suit your sales process
Product configuration
Define products with options, variants and dependencies. The system only shows valid combinations and prevents incompatible choices.
Dynamic price calculation
Automatic price calculation based on components, quantities, customer-specific discounts and volume-based pricing. Real-time price updates with every change.
Quote generation
Automatically generate professional quotes in PDF or digital format, with your house style, terms and the specifications from the configuration.
Approval workflows
Configurable approval processes for quotes above certain amounts or with special discounts. Automatic routing to the right manager.
Visual configuration
Display a visual representation of the configuration, from simple images to interactive 3D models, depending on your products.
Which businesses is it for?
A quote configurator is valuable for businesses selling configurable products or services
Machine building
Assembling machines with a range of options, modules and specifications
Installation companies
HVAC, electrical and plumbing with material and labour calculations
Furniture makers
Made-to-measure furniture with a choice of materials, dimensions and finishes
IT service providers
Combining software packages, licences, hosting and services
Construction firms
Construction projects with variable specifications and materials
Wholesale
Product bundles and volume pricing for B2B customers
Test your idea first: a working prototype in 1 day
With OneDayBuild, we turn your idea into something tangible in one day for €1,150, so you can see whether further development is worth the investment. Decide to go ahead with the full build? Then we credit the full cost.
Explore OneDayBuild →Integration possibilities
A quote configurator can be integrated with existing systems within your organisation
CRM systems
- Retrieve customer details automatically
- Linking quotes to opportunities
- Salesforce, HubSpot, Dynamics
ERP systems
- Current prices and stock levels
- Pass orders on to ERP
- Exact, SAP, AFAS
Digital signature
- Have quotes signed directly
- Automatic status updates
- DocuSign, Adobe Sign
Technical approach
We build modern web applications using proven technologies
Tech stack
Our approach
- 1 Analysis: we map out your products, pricing logic and sales process
- 2 Data model: we design the structure for products and pricing rules
- 3 Development: iterative build with regular demonstrations
- 4 Delivery: testing, training and rollout to your sales team
Frequently Asked Questions
A quote configurator (also known as CPQ software: Configure, Price, Quote) is an application that allows sales staff or customers to put together products or services themselves, calculate the price instantly and automatically generate a professional quote.
A quote configurator is suitable for businesses selling complex or configurable products, such as machine builders, installation companies, furniture makers, IT service providers, construction firms and other organisations whose quotes consist of multiple variable components.
Possible features include product configuration with dependencies, dynamic price calculation, automatic PDF quote generation, approval workflows, CRM integration, configuration visualisation and customer portals for self-service. Which features are relevant depends on your situation.
Yes, we can build integrations with CRM systems (Salesforce, HubSpot, Dynamics), ERP systems (Exact, SAP, AFAS) and other business software. This can be done via standard APIs or custom integrations. In a conversation, we discuss which integrations are relevant to your situation.
Yes, a quote configurator can also be used as a self-service portal for customers. Customers can then configure products themselves and receive a quote or indicative price straight away. This can be a public web page or a secure customer portal.
Ready to build a quote configurator?
We are happy to discuss the possibilities with you. In a no-obligation conversation we will discuss your products, sales process and requirements, and explore how a quote configurator can support your sales.