Configurix

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3D product configurator guides for better buying and selling decisions.

Practical answers about 3D configuration, CPQ, live pricing, quotes, BOM and the workflows behind configurable products.

Configurator knowledge

Practical answers for configurable-product teams.

White-label 3D pergola configurator launch workflow from product catalog to customer quote
Guide8 min read

90-Day Roadmap: Launch a White-Label 3D Configurator for Manufacturers

A practical 90-day playbook for pergola, veranda and awning manufacturers to launch a white‑label 3D configurator with AR preview, instant branded quotes and end‑to‑end delivery.

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HVAC technician surveying a ductless mini-split installation with 3D measurements on a tablet
Guide8 min read

Complete Ductless Mini‑Split Site Surveys in 20 Minutes with 3D + AR

A step‑by‑step mobile workflow for HVAC techs: use smartphone AR + real‑time 3D to capture measurements, produce instant branded quotes, and schedule installs — all in ~20 minutes.

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Pergola configurator displaying seasonal outdoor-living designs beside material samples
Product8 min read

Seasonal Promotions That Sell: A Configurix Playbook for Pergola Installers

Run limited-time pergola and awning promotions that convert: use dynamic pricing rules, instant branded PDFs, AR previews, e-sign and one‑click scheduling to turn interest into paid installs fast.

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Installer capturing an outdoor space for a pergola quotation
Guide2 min read

Photo Privacy for AR Quotes: A Guide for Installers

A practical guide to handling customer property photos for pergola and awning quotes and scoping AR workflows.

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One 3D pergola configurator displayed across a multi-country dealer network
Product9 min read

Run a Multi-Country Pergola Dealer Network with One 3D Configurator

How manufacturers and brands centralize catalogs, pricing, taxes, and dealer portals in one Configurix instance — real-time 3D + AR, white‑label quotes, automatic pricing and dealer tiers to scale across countries.

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Branded pergola quotation with a 3D design, detailed pages and material samples
Guide3 min read

How to Build Clear PDF Quotes for Pergolas and Awnings

A practical guide to quote scope, pricing, 3D visuals, revision control and order handoff for pergola and awning businesses.

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Pergola technician inspecting a louvered roof beside recurring maintenance plan options
Product8 min read

How to Sell Pergola Maintenance Plans at Purchase: 3D Config + AR + Recurring Billing

Turn every pergola or awning sale into recurring revenue: use Configurix 3D + AR to present service tiers during configuration, generate branded quotes, collect e-signatures and schedule recurring visits — all in one platform.

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Pergola installation schedule and automated customer reminders beside a prepared work van
Guide9 min read

Reduce Pergola & Awning Install No‑Shows with AR Quotes & Automated Reminders

Cut cancellations and no‑shows for pergola, veranda and awning installs by combining AR previews, instant branded quotes, deposits, e‑sign and automated SMS/email reminders—one workflow from lead to install.

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Signed pergola shop drawings generated from a dimensioned 3D configurator for production
Product8 min read

Signed Shop Drawings in Minutes: 3D Config to Production Packs

Turn online configurations into signed, production-ready shop drawings in minutes. Learn the end-to-end workflow — 3D configurator, AR approval, branded PDF shop drawings, e-sign and install scheduling.

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Experienced trainer teaching pergola installers with a 3D assembly model on a tablet
Guide8 min read

Train Pergola & Awning Crews Faster: A 3D/AR Onboarding Playbook

A practical playbook for onboarding pergola, veranda and awning installers using real-time 3D, mobile AR and instant branded quotes. Cut ramp time, rework and safety gaps.

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Pergola installer route optimization dashboard coordinating several field service vans
Product9 min read

Optimize Installer Routes: Cut Travel Time with Configurix Scheduling

Reduce drive time, increase daily installs and protect margin by routing installer visits directly from 3D/AR configurator leads. Real-time schedules, route optimization and crew dispatch — all in Configurix.

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3D pergola configuration and bill of materials connected to aluminum factory production
Guide8 min read

Config to Factory: Build One Data Pipeline for Outdoor Installs

How manufacturers and dealers turn a 3D/AR configurator into a single data pipeline that creates priced quotes, manufacturing BOMs and install schedules—reducing errors and speeding delivery.

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Embedded pergola configurator on a website connected to a qualified sales lead record
Product8 min read

Turn Website Visitors into Install-Ready Leads with 3D + AR Widgets

Turn casual website visitors into qualified, install-ready leads using an embeddable 3D + AR configurator that captures a full specification, generates instant branded quotes, and books installs — all in one platform.

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Install-ready pergola project pack with 3D design, drawings, bill of materials and hardware
Guide8 min read

Deliver Install-Ready Project Packs from a 3D/AR Configurator

Turn every pergola, veranda or awning lead into an install-ready project pack: BOMs, CNC-ready files, shop drawings, permit docs, signed contract and schedule — all generated from one 3D/AR configurator.

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HVAC contractor presenting a 3D air-conditioning design, price and installation plan
Guide8 min read

Close AC Install Jobs Faster with 3D, AR & Branded PDF Quotes

How HVAC contractors use a single Configurix workflow—real-time 3D + AR previews, automatic pricing, branded PDF quotes, e-sign and shared calendar—to turn leads into scheduled AC installs.

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Pergola dealer system combining regional pricing, permit checks and crew scheduling
Guide8 min read

Building Regional Pricing, Permit & Scheduling Rules for Pergola Dealers

How manufacturers and dealers build regional pricing, permit-aware quotes and auto-scheduled installs in one workflow to win more pergola and awning jobs—practical steps and a Configurix blueprint.

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Pergola installer presenting side screens, lighting and heating add-ons during a site visit
Product9 min read

Explain pergola upgrades with 3D and itemised quotes

Help buyers compare compatible pergola glass, screens, lighting and controls with visual configuration and clear pricing in Configurix.

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Three pergola configurator bundles combining screens, lighting, heating and finishes
Guide8 min read

Boost Pergola & Awning AOV: 3D Configurator Bundles That Work

Learn practical tactics to increase average order value (AOV) for pergolas, verandas and awnings using live 3D + AR bundles, pricing rules and branded quotes — step-by-step for installers and dealers.

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