Salespeople utilize a guided, repeatable process to configure a quote for a customer

The process is intuitive and self-explanatory. There is typically little or no training required.The process is fast and guarantees a quick turn-around for a customer, generating confidence that their order will be fulfilled in the same fashion

The configuration steps have your company’s expertise built-in, further generating customer confidence

Choosing a specific component during configuration is automatically reflected by hiding incompatible options and presenting approved options. Prices and lead times are automatically calculated

Your company’s expertise is built into the rules, enabling even junior salespeople to become a trusted advisor to the customer

Pricing and proposal is correct every time based on the current pricing and defined rules

During configuration the user can define items that do not even exist in your ERP the configurator can automatically create them in the ERP when the quote turns into an order

Configuration choices are instantly reflected in the visual display of the product, providing immediate feedback with 2-D or 3-D view. Configuration rules assure that only allowed product combinations are offered to your customer

Attractive quote documents are generated, including pictures and attachments

Quotes can be generated from virtually any device – PC, iPad, Android device, iPhone, web browser, on-line or off-line

Since the application is fully web-based, it can also be deployed to your dealers, distributors or directly to your customers. Access is controlled by the use of security on your sales portal

Your customer specific pricing from your ERP is applied. Configuration process can be paused in mid-step and finished later

Already configured quotes can be reconfigured later. Complete tracking of all previous quote versions is available

Quotes configured on the dealer portal for example, can be later reconfigured inside the ERP software

Configuration matching is employed to further speed-up the sales process. If the system detects an existing configuration with matching properties, it allows the user to skip the manual configuration. Can configure not just one product but complete a sales order with multiple items on it.

Achieve major efficiency improvements with predefined configuration templates. Both common and customer-specific templates can be created The system first checks for existing templates and brings them up if available. Selection options enable users to work with an existing template or start from scratch

Quote documents include pricing, options selected, specifications, pictures, drawings, terms and conditions and other material that you want to have merged into the final document

You can have an unlimited number of quote templates. You can have different templates for each of your product lines for example, or for different types of customers

What information and text is inserted into the final quote document is dynamically updated based on the options and choices selected during configuration

Allows to dynamically select whether to show dealer pricing or end-customer pricing, costs, list prices and discounted prices

There is no limitation to how complex your product may be, how many options there are, or how many levels deep the BOM goes. The configurator can handle even the most complex scenarios

Integration with your MRP means that options and features selected during the configuration are automatically translated into BOMs, routings, assembly instructions, equipment lists, and xml-based output for CAD and CNC systems

Integration with your MRP means that options and features selected during the configuration are automatically translated into BOMs, routings, assembly instructions, equipment lists, and xml-based output for CAD and CNC systems

Subassemblies, phantom items, and kits can be used in the automatically created BOMs The items to be included on the configured BOM can be driven by option selection, calculation result, or item dependency

Routings are automatically generated based on rules and selections. Setup times, run times, wait times and other router parameters are calculated

Configurator allows the use of smart part numbers or automatically generates new part numbers based on rules

There is no need for engineering time because the configuration follows the engineering constraints. The entire job is configured according to the rules you defined and the constraints that currently exist in your ERP software The BOM, routing, tools, new items and other information specific to the quoted job does not have to be written into your ERP production tables until it turns into an order

Integrated with the ERP system

Wizards to help design questions Rules based configurator

Drag and drop to define calculation and data Person setting up the rules and constraints does not have to have a computer background in order to do it

Possible to use it off-line for times when connection to your ERP system is not possible

Data entry and maintenance of your item, pricing, and customer data stays in your ERP, the configurator uses the most current ERP data for its calculations

The price quote is based on the customer-specific data already setup in your MRP system and can be further modified by rules and any additional calculations you define

The data used during configuration and price calculation can be based not only on data from your ERP software, but also on other software, custom tables and databases, spreadsheets or xml documents The price can be based on discounts or markups and rolled up from the lowest level of your BOM

Allows configuration of tools that will be required to make the product

Allows quoting quantity-break pricing

Margin analysis of the quoted job can be displayed in real-time as the configuration is done

Uses the latest HTML5 user interface which makes it cross-browser and cross-platform compatible, including iOS and Android. This means the configurator can run on iPads, Android tablets and smart phones

Uses the latest HTML5 user interface which makes it cross-browser and cross-platform compatible, including iOS and Android. This means the configurator can run on iPads, Android tablets and smart phones

Uses the latest HTML5 user interface which makes it cross-browser and cross-platform compatible, including iOS and Android. This means the configurator can run on iPads, Android tablets and smart phones

It is built on the .net platform with C# engine. The core architecture is designed around the latest XML technology with open architecture, which allows it to be easily integrated and embedded into existing dealer or customer portals and CRM systems To ensure maximum flexibility and reduce complex and costly data synchronization, the configurator is designed to work as an intelligent layer on top of any application

It is built on the .net platform with C# engine. The core architecture is designed around the latest XML technology with open architecture, which allows it to be easily integrated and embedded into existing dealer or customer portals and CRM systems To ensure maximum flexibility and reduce complex and costly data synchronization, the configurator is designed to work as an intelligent layer on top of any application

A declarative business-rules engine automatically checks related business rules when a parameter or configuration question is changed

Users are not bound to a single, directional, sequential flow of questions. They can start at any point in the process with the assurance of accurate results

The rules engine supports configuration and re-configuration processes, including checks on new model versions The rules engine is also able to check for existing configurations to prevent redundant information