For manufacturers
Custom software for pergola manufacturers.
Connect your pergola catalogue, 3D configurator, pricing and bills of materials with the way your factory sells and builds.
Sales market · New Zealand · NZD · GST
What is pergola manufacturer software?
Bring catalogue dimensions, roof systems, glazing, motors and finishes into one governed product model. The agreed configuration can feed a quote, dealer order or material list, with identifiers and revisions preserved. Factory outputs and external connections are scoped and accepted with your team.
Before you choose
Choose a first release your factory can put to work.
Agree the catalogue, commercial rules and accepted outputs before pricing the implementation.
Your product knowledge
Start with one representative pergola family. Name the people who can approve dimensions, compatible options and component references.
- Catalogue and permitted combinations
- A responsible product owner
Your commercial process
Bring a quotation and price-book example. Define what dealers can see, who approves exceptions and which version of the price list applies.
- Dealer roles and price permissions
- Quotation and approval requirements
Your factory handoff
Choose the information the next team actually needs. Validate component codes, quantities and output fields against reference configurations.
- Agreed BOM or export structure
- Named acceptance owner
Agree catalogue updates and ongoing support.
Define which product and price changes your team can make, which need implementation support, and how updates affect existing projects. Include hosting, support responsibilities, change requests and acceptance checks in the proposal.
A Configurix customer project
Pergola and sunroom configuration. Automatic quotes with item SKUs.
Configurix built pergola and sunroom configurators for Elite Aluminum, together with software that generates quotations automatically and includes SKU numbers for individual items.
What was implemented
- Pergola configurator
- Sunroom configurator
- Automatic quotations with item SKU numbers
Capabilities to scope for your factory
Real-time 3D configuration
Present the agreed pergola models, sizes, motors, screens, glazing and finishes in a browser-based 3D configurator, with rules that match your catalogue.
Rule-based pricing engine
Define approved price books, dealer tiers, currencies, taxes and discount approvals. Version pricing changes and agree how existing quotes are handled.
Automatic bill of materials
Derive component identifiers, quantities and units from approved product rules. Scope BOM exports and test them against engineering-approved reference configurations.
Production output
Scope cut lists, drawings or machine-specific files where required. Your engineering team approves formats, tolerances and output acceptance before production use.
Branded PDF quotes
Create quotes under your brand with the agreed product specification, imagery, pricing and terms. Keep the configuration and price-book revision with the document.
White-label dealer portal
Give dealers branded access to their permitted products, prices and projects. Define lead routing, order tracking and any payment connection in the project scope.
CRM and pipeline
Decide which completed configurations create leads, opportunities or orders. Scope ownership, follow-up, approvals and reporting for your factory and dealer teams.
Integrations
Connect your existing systems through an agreed API, webhook, file exchange or connector. Each connection is scoped and tested against the receiving system.
How the bill of materials works
Connect each agreed option to its components and consumption rules: profile lengths, brackets, fasteners, motors, glazing, fabric and packaging. Record the configuration revision, material identifiers, quantities and units. Validate normal, boundary and incompatible combinations with your engineering team before using the BOM downstream.
- Deterministic: preserve product and rule revisions so an accepted configuration can be reproduced.
- Exportable: agree file formats, field mappings and the receiving system before implementation.
- Traceable: every BOM line links back to the catalogue option that generated it, so engineering can audit any quote.
- Engineering acceptance: check material quantities and any derived drawings or cut lists against approved reference products.
How instant pricing works
Define the approved price source, option formulas, currency, taxes and discount permissions. Version price-book changes and test representative totals, rounding and approvals. Agree whether an existing quote keeps its original prices or must be recalculated before acceptance.
- Dealer tiers — gold / silver / bronze with their own margins
- Regional pricing — per-country multipliers and currency
- Taxes — VAT, GST, sales tax, exemptions
- Discount rules — volume, promo codes, end-of-line
- Surcharges — express delivery, oversize, install zones
- Cost vs list — margin reporting per deal and per dealer
White-label and dealer network
Use your brand across the agreed public configurator, dealer portal and documents. Define permissions for dealers, sales, engineering and factory operations so each team sees the products and actions it needs.
Agree territory rules, lead ownership and assignment fallbacks. Dealer pricing, quotes, project status and order actions can then follow the workflow you approve, with external payment or signing services scoped separately.
Integrations
Connect your existing systems through an agreed API, webhook, file exchange or connector. Each connection is scoped and tested against the receiving system.
- ERP — product identifiers, prices, orders and status updates
- Accounting — accepted order values and agreed invoice data
- E-sign — document revisions and acceptance status
- Payments — payment requests and confirmed transaction status
- Automation — project events and follow-up actions
- CRM — contacts, qualified enquiries and sales opportunities
Implementation process
Phase 1: Discovery
We map your product range, pricing rules, dealer structure and ERP. Output: a signed scope, timeline and catalogue model.
Phase 2: Catalogue modelling
Model the agreed product families, options, dependencies and material-consumption rules. Review a versioned product model with your engineering and commercial owners.
Phase 3: Branded build
Build the agreed branded customer and dealer journeys, document templates and connections. Review representative products in a pilot before release.
Phase 4: Rollout
Pilot the agreed product range, test documents and connections, train the team and review the acceptance criteria before extending the rollout.
The implementation timeline follows the agreed product range, available data, integrations and pilot acceptance. Discovery defines the milestones before development starts.
Who it's for
Configurix is built for manufacturers of complex, configurable, made-to-order products with a dealer or installer network:
- Pergola manufacturers (bioclimatic, retractable, cantilever)
- Veranda and sunroom factories
- Awning and shading manufacturers
- AC enclosure and louvre producers
- Glass-room and screen manufacturers
- Aluminium extruders with finished-product lines
- OEMs supplying private-label dealer networks
- Carport and outdoor-structure manufacturers
Compare product configurator software
Compare the same product, price rules, document outputs and system handoffs across vendors. Ask for a scoped proposal and acceptance tests rather than a generic launch-time benchmark.
Compare product configurator softwareFrequently asked questions
Related reading
Ship a white-label configurator for your factory
Bring your catalogue, quote examples and target systems. We can define the first implementation scope and the workflow it needs to demonstrate.
Book a discovery callCustom software for manufacturers
A configurator up front. Your business connected behind it.
We specialize in complex, configurable and made-to-order products. We build custom software around your catalogue, calculations, permissions, sales process and factory workflows.
Plan your factory software.
Configurix builds 3D configurators and custom factory software. Connect product rules, pricing and bills of materials to dealer enquiries, quotes, jobs and orders through an agreed implementation scope.
CRM and qualified leads
Capture the selected product, dimensions and options with each enquiry. Qualify by product fit, project requirements and commercial readiness, then assign the next action to the right salesperson.
New enquiry
Pergola Manufacturer Software | White-Label Configurator
Product fitQualified
Pergola Manufacturer Software | White-Label Configurator
RequirementsProposal
Pergola Manufacturer Software | White-Label Configurator
Next actionCalendars and appointments
Let a configured project continue into a sales consultation, technical review, survey or installation appointment. Connect calendars, responsibilities and reminders to the same customer record.
- 09:00Project review
- 11:30Technical review
- 14:00Production planning
Bill of materials and factory data
Map product selections to component codes, quantities, materials and cut lengths. Build the sales or manufacturing BOM your team needs, with revisions and production review rules defined for your products.
| Component | Quantity |
|---|---|
| FRM-01Configured components | 1 |
| PNL-02Materials and quantities | 1 |
| KIT-03Agreed operations | 1 |
Mapped to your product codes
Live prices and branded quotes
Apply your own formulas, price lists, dealer margins and approval rules. Generate a quote containing the saved specification, product images, commercial terms and a clear customer approval step.
Quote revision
Orders, jobs and production
Carry accepted choices into order lines and assigned jobs. Keep product revisions, required approvals, documents and delivery tasks together so sales and the factory work from the same specification.
- Accepted quote01
- Configured order02
- Production job03
- Installation04
Invoicing and accounting
Connect accepted orders to deposits, invoice drafts, payment terms and your accounting workflow. Agree which system issues the invoice and how references and confirmed payment status return to the project.
Pergola Manufacturer Software | White-Label Configurator
Built for your website. Connected to your systems.
Launch a branded configurator in your existing website or a custom sales portal. Connect CRM, ERP, PIM, ecommerce, calendars and accounting through available APIs, webhooks or agreed imports. We define the data, permissions and responsibilities for each connection with your team.
- 01Your website
- 02Configurator
- 03CRM & calendar
- 04ERP & accounting
Choose the workflows your implementation needs. We build and validate them against your products, documents and target systems.
Discuss your product experiencePlan your factory software.
Configurix builds 3D configurators and custom factory software. Connect product rules, pricing and bills of materials to dealer enquiries, quotes, jobs and orders through an agreed implementation scope.