Configurix

Pergola configurator + visual CPQ

3D pergola configurator. Built for the way you sell.

Configurix gives pergola manufacturers, dealers and installers a 3D configurator built around their catalogue. Connect dimensions, roof systems and compatible options to live pricing, branded quotes and production handoff in one sales workflow.

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For pergola manufacturers, dealers, retailers and installers in United Kingdom. Configure products, calculate live prices and carry one accurate design through to the quote.

Live 3DRule-based optionsInstant pricingQuote-ready output

More than a 3D pergola visualizer.

Everything your team needs to configure, price and sell pergolas.

Configurix connects the visual model to your real catalogue. When someone changes the width, projection, roof or side elements, the same saved configuration can update the price, quote, customer record and production information.

Structure and dimensions

Turn the construction limits of each pergola range into guided choices for customers and salespeople.

Roofs and automation

Keep roof systems and their control equipment connected to the selected structure.

Closures and comfort

Let buyers complete the outdoor room without choosing options that do not fit the design.

Pergola pricing rules

Calculate a controlled selling price from the same selections visible in the 3D pergola.

Customer and sales outputs

Give every buyer and salesperson a consistent record of the pergola being discussed.

Ordering and installation data

Carry approved configuration data forward instead of rebuilding the project in another tool.

Each implementation is built around the way your business sells: direct to homeowners, through dealers, from showrooms, during site visits or across a manufacturer and distributor network.

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Interactive pergola configuration

Let customers design the pergola they actually want.

Turn your real catalogue into a guided 3D buying experience. Every available size, roof, screen, glass panel, finish and accessory follows the rules of your product.

Functions

  • Freestanding, wall-mounted and multi-bay structures
  • Live dimensions, roof zones and structural limits
  • Screens, glazing, lighting, heating and finishes
  • Website, showroom and salesperson configuration modes
Live product workspace
Configurix 3D pergola configurator showing a wall-mounted glass pergola with a partially extended retractable fabric roof
Configure retractable roof positions, glass walls and the complete pergola structure in one 3D product model.

Dimensions

4.2 m × 3.5 m

Product rules

Valid configuration

Pergola bill of materials

From the selected pergola to the components behind it.

Configurix connects your pergola catalogue to a structured bill of materials. Map approved dimensions and options to profiles, roof components, motors and accessories, with the quantities and product codes your operations team needs.

  • Component SKUs, quantities and cut lengths
  • Revision-linked material lists and exports
  • Production outputs defined around your catalogue
BOM data and exports
Bill of materials
Configurix workflow

Project overview

Configuration revision · 03

Ready for review
Project overview — Bill of materials
SKUComponentQuantityLength
CX-FR-01Frame profile24.00 m
CX-LV-02Roof louvre243.50 m
CX-PT-03Post42.50 m
CX-MT-04Motor1—

BOM data and exports

CSV · API · ERP

Revision history

01 → 02 → 03

Live pergola pricing

A changed option. A recalculated price. One project.

Price the pergola while your customer or salesperson configures it. Configurix applies your size formulas, option prices, dealer lists and installation charges to the same selected product—not a separate spreadsheet.

  • Dimensions, roofs, screens and accessory pricing
  • Currency, tax, margins and controlled discounts
  • Issued quotes retain their terms until deliberately revised
Pricing rules and requirements
Live pricing
Configurix workflow

Configuration

Project total

£9,450

CPQ

ZIP screens

+ £900

LED lighting

+ £300

Structure and roof
£7,500
ZIP screens
£900
LED lighting
£300
Installation
£750
Linked to configuration
Phone AR visualization showing a louvred pergola model on a patio, with the real-world house behind it.Configurix workflow

Pergola augmented reality

Help buyers see the pergola in their own space.

With AR included in your Configurix implementation, a customer can preview the selected pergola at their property on a compatible phone or tablet. Keep the chosen finish and options connected to the project they discuss with your team.

  • A mobile preview of the selected configuration
  • Review appearance, placement and proportions
  • Final measurements follow your site-survey process
AR implementation requirements

Calendar and appointments

Keep the survey, the crew and the customer connected.

Move from an accepted pergola proposal to the next appointment. Configurix can bring survey visits, installation planning and project tasks into a shared calendar, with responsibilities and reminders defined for your team.

  • Survey and installation appointments
  • Assigned teams and project-linked tasks
  • Calendar connections and reminders agreed in scope
CRM and calendar integrations
Project calendar
Configurix workflow

October 2026

Project overview

Mon

12

Tue

13

Wed

14

Thu

15

Fri

16

Sat

17

Sun

18

Site survey

Project overview

10:00

Assigned team · Sales

Installation

Project overview

14:00

Assigned team · Operations

Documents
Configurix workflow

Assigned team

Sales team
Dealer
Operations

Revision history

010203
Your brand

Branded proposal

Project overview · Quote revision 03

Structure and roof
ZIP screens
LED lighting
Linked to configurationPDF

Teams and PDF documents

The right project details. For the right people.

Give salespeople, dealers and operations a shared pergola record with role-based access. Generate branded PDF proposals from the saved design, so product choices, quote revisions and documents stay together.

  • Team roles, dealer access and approval permissions
  • Branded PDFs with dimensions, options and prices
  • Saved configuration and document revision history
Scope and implementation
Review your pergola workflow

Customer projects built with Configurix.

Explore the product configurators and sales software we built for Elite Aluminum and Tenteks Italia.

Elite Aluminum pergola configurator 3D preview showing a white covered pergola with decorative rafter ends, angled braces and a slatted side panel beside a brick house.

Elite Aluminum

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.

Explore the project — Elite Aluminum
3D preview of a dark-framed pergola with an open louvered roof and glass panels shown in different positions.

Tenteks Italia

Pergotenda and bioclimatic pergolas. One multi-product system.

For Tenteks Italia, Configurix implemented Pergotenda and bioclimatic pergola configurators within a multi-product system, alongside the software and website.

Explore the project — Tenteks Italia

Connected solutions for your pergola business

Configurix connects pergola configuration, pricing and production data in one workflow for manufacturers, dealers and installers.

Sales market · United Kingdom

Pergola configurator software for UK businesses.

Keep your product catalogue consistent while adapting quotes, dimensions, languages and sales responsibilities to the markets you serve. We agree these settings around your actual commercial process.

Quote currency

GBP

Use your approved price lists, discount permissions and tax treatment. Currency display and any conversion source are defined in the project.

Dimensions and units

Millimetres and metres

Choose the input units your buyers use, with agreed precision, rounding and manufacturing limits. Preserve the accepted values in quotes and downstream records.

Sales and delivery areas

United Kingdom

Define which team receives an enquiry, how installation and delivery are quoted, and who follows up. Product data and customer choices stay with the lead.

Choose another market

Custom 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.

Pergola configurator software

Width and projection · Roof systems and side infill · Frame finishes and accessories

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.

Configurix workspaceRevision 03

New enquiry

Configured product

Product fit

Qualified

Configured product

Requirements

Proposal

Configured product

Next action

Calendars 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.

Configurix workspaceRevision 03
  • 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.

Configurix workspaceRevision 03
Bill of materials and factory data
ComponentQuantity
FRM-01Structural profiles1
PNL-02Roof components1
KIT-03Accessory kits1

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.

Configurix workspaceRevision 03

Quote revision

Your catalogue
Options
Services
Your price rulesBranded PDF

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.

Configurix workspaceRevision 03
  1. Accepted quote01
  2. Configured order02
  3. Production job03
  4. 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.

Configurix workspaceRevision 03
Draft invoice

Configured product

Order referenceConfigured product
Customer—
Payment terms—
Accounting handoff

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.

  1. 01Your website
  2. 02Configurator
  3. 03CRM & calendar
  4. 04ERP & accounting

Choose the workflows your implementation needs. We build and validate them against your products, documents and target systems.

Plan your manufacturing configurator

Pergola configurator software

Build the configurator around your products.

Show us your range and the way your team works. We’ll map the buyer experience, product rules and custom software your business needs—from the website to sales and factory handoff.

  • Product options and compatibility rules
  • Pricing, quotes and factory workflows
  • Your website, users and integrations
Your product range
Width and projection · Roof systems and side infill · Frame finishes and accessories

Tell us about your project

Step 1 of 2 — your details, then pick a time.

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Pergola configurator FAQs

Answers for manufacturers, dealers and installers.