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Product Configurator

Create configurable products and services to automate the pricing of complex products based on the customer’s needs at the time of quote creation.

The QuoteWerks configurator simplifies building a quote by presenting the sales rep with a list of products to choose from step-by-step. The list of products displayed at each step will be based on the previous selection.

Reduce Training Costs and Sales Rep Mistakes

The lists of products and number of steps are specified when the configuration is setup. One of the main advantages of using the configurator is that once it has been setup, the sales rep can very easily pick products from the lists presented to them, ensuring that the sales rep will not forget to add products they should. Thus, reducing training costs and mistakes.

Examples of Configurations

  • Configuring a Computer: Select Operating System --> RAID Configuration --> Hard Drives --> Memory --> ...
  • VOIP Phone System: Choose Number of Extensions --> Brand --> Video Options --> ...
  • MSP Quote: Select Number of Computers --> Include AV --> Operating System --> ...
  • Build a Truck: Select Chasis --> Weight Limit --> Brand --> ...
  • Configure an Alarm System: Choose Square Footage --> Number of Rooms --> Number of Windows --> Include Fire --> ...
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