If your business sells products that customers need to configure before they get a price — custom furniture, industrial equipment, modular structures, bespoke apparel, or anything where the answer to “how much does it cost?” depends on the options chosen — you almost certainly have a quoting problem.
The quoting problem looks like this: a customer contacts you. Someone on your team asks them what they want. They go back and forth by email or phone. Someone manually calculates a price using a spreadsheet or their own knowledge. They put together a PDF, send it off, and then wait. Half the time the customer has already gone with someone else by then.
This process is slow, inconsistent, and completely dependent on staff availability. And the irony is that in most cases, the rules for pricing those products are not actually that complicated — they just have never been written down in a form a computer can use.
What a configurator changes
A product configurator is a structured, interactive form that walks a customer through every decision they need to make: material, size, finish, add-ons, quantities. Each choice either unlocks or hides further options based on logic you define. And as they go, the price updates in real time.
By the time the customer clicks “request a quote”, they have already made every choice your team would have needed to ask them about. You receive a fully-specified, priced request. No back-and-forth needed.
More importantly: the customer did this themselves, on your website, at 11pm, without waiting for anyone to be available.
Configuration rules are the engine
The logic behind a configurator is a set of rules that define what is possible and what each choice costs. These rules are the thing most businesses have locked in someone’s head or buried in a spreadsheet. Getting them into a system is the real work.
In ConfigQuote, you build this using a visual node editor. Each option in your product — a dropdown, a set of radio buttons, a number slider, a checkbox group, a colour swatch — is a node on a canvas. You connect nodes together to define dependencies: if the customer selects “oak frame”, show the oak-compatible finish options and hide the ones that only apply to metal. If they choose a width over 2000mm, add a structural reinforcement line item.
Pricing rules attach to individual choices: this finish adds £30, this size tier multiplies the base price by 1.4, this add-on is a flat fee. The configurator calculates the total as the customer makes selections.
If building that logic from scratch feels daunting, ConfigQuote’s “Build with AI” feature lets you describe your product in plain language and generates a starting configuration you can refine. Most teams get to a working first draft in under an hour.
The quote is automatic
Once a customer finalises their configuration and submits their request, ConfigQuote generates a quote document automatically. It includes the configured product, a line-item breakdown, the total, your branding, and whatever validity period and terms you set.
The quote arrives in your dashboard as a draft. You can review it, adjust a line item if needed, and send it with one click. Or you can configure the system to send it automatically without review for low-complexity requests — useful when you receive high volumes of straightforward enquiries.
The customer receives a professional, branded PDF. They can approve it online, which triggers a notification in your dashboard and moves the quote to “Accepted” status. On plans that support it, accepted quotes can be converted to orders directly — creating an order record in your connected WooCommerce or Shopify store without any manual data entry.
Managing quotes across your team
The quote lifecycle in ConfigQuote is designed around how B2B sales actually work. A quote moves through states: Draft → Sent → Viewed → Customer Approved → Accepted → Converted to Order. At each stage you have visibility into where every deal stands.
You can assign quotes to team members, add internal notes, track whether the customer has opened the quote, set expiry dates, and get notifications when a customer approves or rejects. For teams that deal with high-value orders or need sign-off before sending, approval workflows let you route quotes to a manager before they go out.
For businesses that already have a CRM or order management workflow, ConfigQuote integrates with WooCommerce and Shopify so that a converted quote flows straight into your existing fulfilment process.
What this looks like for the customer
From the customer’s perspective, the experience is a significant upgrade over “fill in a contact form and wait for someone to call you back.”
They visit your product page. They see a configurator embedded in the page — not a separate tool, not a pop-up, just part of the page they are already on. They make their choices. They see the price update. They submit their configuration. They receive a branded quote by email within seconds. They can approve it from a link in the email without creating an account or navigating anywhere complicated.
The whole process happens on your website. They never leave. You never lose them to a competitor while waiting for someone to send them a spreadsheet.
Getting started
If you sell configurable products and want to see whether ConfigQuote fits, the most useful thing to do is pick one product — ideally one with a moderate number of options but straightforward pricing logic — and build a configuration for it. The visual editor makes this approachable even if you have never built anything like this before, and the AI builder can accelerate the first draft significantly.
Once you have a working configuration, connect it to your WooCommerce or Shopify store, embed the configurator on your product page, and run a few test quote requests through the flow. Most teams are surprised by how quickly it comes together.
The goal is to get to a point where a customer can configure, quote, approve, and trigger an order entirely online — without your team needing to be involved in the routine cases. That frees up your time for the complex deals that actually benefit from a human conversation.
Ready to replace manual quoting?
Set up your first configurator and see how it works on your own products.
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