Configurators & Quote Tools

    Configurators and quote tools that shorten the sales cycle

    If quoting a configurable product means a sales engineer opening a spreadsheet, your pipeline is limited by their calendar. We build interactive configurators and quote tools that encode your pricing rules, produce accurate quotes on the spot, and push the result straight into your CRM.

    Live demo · Gate configurator

    Configure, price, quote in the browser

    A working configurator that walks the buyer through options, applies the pricing rules live and produces a quote without a sales engineer in the loop.

    Signs this is the right fit

    Quotes take days, not minutes

    Every enquiry waits for a specialist to price it by hand, and buyers who want an answer today go elsewhere.

    Pricing logic lives in a spreadsheet

    One master file, several outdated copies, and margin errors nobody catches until invoicing.

    Sales cannot self-serve

    The rules are complex enough that only two people in the business can quote confidently, which makes them a bottleneck and a risk.

    Off-the-shelf CPQ does not fit

    Licensed CPQ tools either cannot express your rules or cost more in configuration than building exactly what you need.

    What we build

    Step-by-step configurators with dependency and compatibility rules
    Live pricing that reflects options, volumes, margins and discounts
    Visual previews, drawings or spec sheets generated from the configuration
    PDF quote generation with your branding and terms
    Customer-facing and internal sales modes with different pricing visibility
    Approval steps for discounts outside policy
    CRM push so every configuration becomes a tracked deal
    Admin interface so your team edits rules and prices without a developer

    How the engagement runs

    01

    Discovery workshop

    We extract the pricing and compatibility rules from the spreadsheets and the people who hold them in their heads.

    02

    Interactive prototype

    A working configurator on a representative slice of the catalogue, tested against quotes you already issued.

    03

    Phased build

    Full catalogue, document generation and CRM integration delivered on 30/40/30 milestones.

    04

    Handover & support

    Rule editing in your hands, with documentation and an optional managed plan for ongoing changes.

    Frequently asked questions

    Talk it through with Kris Carey, CEO and Head of Technology

    A 30-minute scoping call covering your current process, systems and constraints, directly with our founder. No commitment.