Two perspectives.
One seamless system.
ConfigQuote connects your back office to your storefront. Here's exactly what happens on both sides — from setup to closed deal.
Set up once.
Quote automatically.
Your team configures products, pricing rules, and branding in the admin dashboard — then ConfigQuote handles every customer quote from there.
Connect your product catalog
Install the ConfigQuote plugin for WooCommerce, or connect via API. Your existing products, attributes, and variants sync automatically — no manual data entry.
Shopify & BigCommerce integrations coming soon.
Define options, rules & pricing
Use the visual builder to add configurable attributes — sizes, materials, finishes, add-ons. Set base prices and conditional pricing rules. ConfigQuote's AI can suggest optimal rule sets based on your catalog.
Brand your configurator & quote template
Upload your logo, choose brand colours, and customise the quote PDF template. Every quote your customers receive looks like it came straight from your sales team.
Embed the configurator on your store
For WooCommerce, install the dedicated ConfigQuote WooCommerce Plugin — it automatically connects to your ConfigQuote workspace and renders the configurator directly on your product pages with zero code.
Using another platform? Copy a single shortcode or script tag and paste it on any product page. The configurator loads inline — no redirects, no iframes, no developer needed. Goes live in under a minute.
Review & act on incoming quotes
Every customer quote lands in your dashboard. Review configurations, adjust pricing if needed, convert to an order, or send a follow-up — all from one place. Get notified instantly by email or Slack.
Configure. Quote.
Done.
Customers get a fast, intuitive experience — no phone calls, no waiting. They configure what they want and receive a professional quote in seconds.
Land on the product page
Customers browse your store as normal. On any product that uses ConfigQuote, the configurator replaces the standard "Add to Cart" button.
Choose their options
Step through attributes — size, material, colour, quantity, extras. The price updates in real time with every selection. No form submissions, no page reloads.
See the quote instantly
The full itemised quote appears right on the product page — no page reload, no waiting. In the background, a branded PDF is automatically generated and sent to their inbox for sharing with their procurement team.
Fill in their details
Customers enter their contact and delivery details directly in the configurator. No account required — just the information needed to send them a formal quote.
Accept & place the order
When they're ready, customers click "Accept Quote" to pay online or confirm the order. Alternatively, your sales team follows up using the dashboard — your choice.
Typical customer journey
Ready to automate your quoting?
Start your free trial and have your first configurator live in under an hour.