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.

What is Configurix?

Configurix is white-label 3D product configurator and CPQ software for manufacturers, dealers, installers, retailers and sales teams. It connects product rules, interactive 3D, made-to-measure dimensions, live pricing, branded quotes, lead capture and optional bill of materials in one browser-based sales workflow.

3D configurationRules-based CPQLive pricingQuotes & BOMWhite-label & multilingual

Latest guide

Start with the buying decision

Configurable product model connected to pricing rules, a quote and business systems
Buyer guide10 min read

How Much Does a 3D Product Configurator Cost? A Practical Buyer's Guide

Understand what determines 3D product configurator cost, which implementation choices affect the budget, and how to compare proposals without buying the wrong system.

Read the guide  →

Configurator knowledge

Practical answers for configurable-product teams.

Three-dimensional entrance door configuration with dimensions, finishes and quote output
Doors9 min

Door Configurator Software: 3D Design, Live Pricing, BOM and Quotes

A buyer-focused guide to door configurator software: the product rules, pricing, visuals, quote outputs and production data required to sell custom doors accurately.

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Fence and sliding gate configuration with run length, opening width and finish choices
Fences & gates9 min

Fence and Gate Configurator Software: Plan, Price and Quote Custom Projects

Learn what fence and gate configurator software must calculate—from run length and posts to sliding gates, motors, live prices, quotes and material lists.

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Garden room configuration with dimensions, cladding, glazing and a structured quote
Garden rooms9 min

Garden Room Configurator Software: Sell Custom Buildings with 3D and CPQ

A practical guide to garden room configurator software for manufacturers, dealers and installers: dimensions, glazing, options, live prices, quotes and BOM data.

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Solar carport configuration with structural dimensions, roof options and pricing output
Carports9 min

Carport Configurator Software: 3D Design, Solar Roofs, Pricing and Quotes

What carport configurator software should calculate for custom projects, including spans, posts, roof systems, solar options, drainage, live prices and BOM data.

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

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

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

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 a private garden for an augmented reality pergola quote with consent controls
Guide9 min

Photo Privacy for AR Quotes: Guide for Pergola & Awning Installers

Collecting customer photos for AR previews speeds sales—but mishandling them risks privacy, fines and lost trust. A practical checklist for installers to capture, store and use site photos safely—plus how Configurix handles consent, EXIF, security and retention.

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

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 quote with 3D design, itemized pages and material samples
Guide8 min

How to Build Branded PDF Quotes That Close Pergola & Awning Sales

A step-by-step guide for installers and dealers to design instant, branded PDF quotes that convert: visuals, scope, permit notes, pricing transparency, e-sign and automation — using real-time 3D + AR to win decisions faster.

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

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

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

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

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

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

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

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

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

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

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

Increase Add‑On Attach Rates at Site Visits with AR + Instant Branded Quotes

Turn every site visit into a higher-value sale: a step-by-step field workflow using AR previews, real-time 3D configuration and instant branded‑PDF quotes to lift add‑on attach rates for pergolas, awnings and verandas.

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

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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White-label outdoor shade customer portal showing project status, documents and service dates
Product8 min

White‑Label Customer Portal: Reduce Support Calls & Grow Repeat Sales for Outdoor Shade Businesses

A step‑by‑step guide showing how a white‑label customer portal—paired with Configurix’s real‑time 3D/AR configurator, instant branded PDFs, automatic pricing and e‑sign—cuts support calls, shortens contract cycles and raises repeat sales.

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Pergola configurator analytics dashboard with seven sales and operations performance indicators
Guide8 min

7 KPIs to Prove ROI from a 3D + AR Configurator for Pergolas

Seven KPIs installers and manufacturers must track after launching a 3D+AR configurator for pergolas and awnings — with targets and how Configurix's real-time 3D, AR and auto-pricing drive them.

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Pergola installation crew using configurator-generated drawings and a dimensioned 3D model on site
Product8 min

Cut Install Rework by 50% with 3D Configurator‑Generated Install Docs

Stop returns, site re-measures and warranty callbacks: a step‑by‑step guide showing how a real‑time 3D + AR configurator auto‑creates branded quotes, install sheets, e‑sign contracts and crew tasks so you close jobs right — first time.

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3D pergola configurator displayed on showroom, website and consultation touchpoints
Guide8 min

Where to Place a 3D + AR Configurator on Your Site to Maximize Leads

Practical guide for outdoor-shade brands and installers: where to embed a real-time 3D + AR configurator (site, landing pages, in-person sales) and the KPIs, CTAs and playbook that turn visits into signed contracts.

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Customer approving a 3D pergola quote with a digital signature and installation date
Product7 min

Close Pergola Deals Faster with 3D Quotes, E‑Sign & Auto‑Scheduling

Turn site visits into signed pergola contracts: use real‑time 3D + AR previews, instant branded PDF quotes with digital signing, automatic pricing and one‑click scheduling to move from lead to install in a single workflow.

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Optimized mobile augmented reality pergola preview aligned with a customer patio
Guide8 min

Optimize Mobile AR Previews (2026): Boost Pergola & Awning Sales

A practical 10-point checklist for outdoor-shade dealers to make mobile AR previews load fast, look real on the customer’s home, and convert more leads into signed contracts using Configurix.

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3D pergola configurator calculating an itemized live price from dimensions and selected options
Product8 min

Automatic Pricing in 3D Pergola Configurators: Protect Margin Fast

How automatic pricing inside a real-time 3D/AR pergola configurator prevents margin erosion, speeds quote-to-signature, and turns leads into scheduled installs — an end-to-end Configurix workflow.

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Dealer representatives learning a white-label pergola configurator in a showroom training session
Guide9 min

How Manufacturers Scale Pergola & Awning Distribution with a White‑Label 3D Configurator

A step-by-step guide for manufacturers to roll out a white‑label 3D/AR configurator, standardize pricing, and onboard dealers fast — from catalog publishing to signed orders and install scheduling.

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Homeowner moving from an online pergola configuration and AR preview to a signed digital contract
Product8 min

Convert Website Visitors to Signed Pergola Contracts with AR

Turn anonymous website visitors into signed pergola and awning contracts: an end-to-end workflow using an embeddable AR + 3D configurator, instant branded PDFs, e-sign and scheduling in one platform.

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Specialists reviewing permit-ready veranda drawings, dimensions, site photos and quote checklist
Guide8 min

Permit-Ready Quotes for Pergolas & Awnings - Checklist for Verandas

A practical, permit-focused checklist for installers: what drawings, measurements and documents to include in a quote so permits pass first time. Use 3D, AR and branded PDFs to make quotes inspection-ready.

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Shared pergola installation calendar coordinating crews, travel and configured project details
Product8 min

Cut Double-Booking with a 3D Configurator + Shared Calendar

How a single platform that links real‑time 3D/AR configurators, instant branded quotes and a shared calendar eliminates double‑booking, speeds installs and stops rework for pergola and awning teams.

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Pergola specialist capturing patio dimensions in augmented reality for an accurate quote
Guide8 min

AR Site Capture: Photo-to-Quote Workflow for Outdoor Installers

Turn an onsite phone photo into an instant, priced quote, digital contract and scheduled install. This guide shows outdoor-shade teams how AR site capture + a real-time 3D configurator speeds sales and eliminates rework.

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Installer and homeowner verifying a completed pergola against its approved digital design
Product8 min

Stop Field Rework: AR Quotes & Digital Contracts for Installs

Cut site rework and cancellations by combining real‑time 3D/AR previews, instant branded PDF quotes and digital signing. See an end‑to‑end Configurix workflow from lead to scheduled install.

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Connected pergola project record linking the customer lead, 3D design, quote, production and installation
Guide7 min

From Configurator Lead to Scheduled Install: 7-Step Workflow

A practical 7-step pipeline for pergola, veranda and awning installers: capture configurator leads, use AR & real-time 3D to qualify, auto-generate branded quotes, get signed contracts and schedule installs — all in one system.

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One controlled 3D pergola catalog serving several white-label dealer configurators
Product8 min

Scale Dealer Sales with White-Label 3D Configurators & Branded Quotes

How manufacturers of pergolas, awnings and outdoor products scale dealer sales with a white‑label 3D configurator that delivers AR previews, instant branded-PDF quotes, e-signatures and scheduled installs in one platform.

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Pergola installers matching labeled components and site measurements to an accurate 3D model
Guide8 min

Cut Field Rework for Pergolas: Real-Time 3D, AR & Instant Branded Quotes

Reduce costly site rework and lost margin on pergola, veranda and awning installs using a single Configurix workflow: real-time 3D rules, AR on the home, instant branded PDFs and signed contracts.

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Homeowners reviewing a configured pergola, itemized quote and installation date in one site visit
Product9 min

Close Outdoor-Shade Jobs in One Visit with AR & Instant Quotes — Configurix

Learn how pergola, awning and outdoor-AC teams use Configurix real-time 3D + AR, instant branded-PDF quotes and digital contracts to close jobs on the first visit.

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Parametric pergola model producing a bill of materials and aluminum cut list for factory production
Guide9 min

Parametric Configurators: Eliminating BOM Errors from Quote to Factory

How parametric configurators turn pergola, veranda and awning quotes into factory-ready BOMs — reducing errors, rework and lead time. Learn the workflow, metrics, and why Configurix is purpose-built to deliver it.

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Pergola project moving through 3D design, AR placement, quote approval and scheduled installation
Guide8 min

Instant 3D-to-Install Workflow: AR Preview, Branded PDFs & Scheduling

Turn a lead into a signed install in hours—not days. This guide shows outdoor-product installers how Configurix uses real-time 3D + AR, automatic pricing and branded PDF quotes to close pergola, awning and AC jobs end-to-end.

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Structural engineer reviewing wind pressure, snow load zones and post reactions for a pergola
Guide9 min

Wind & Snow Loads for Pergolas and Awnings: 2026 Installer Guide

What wind and snow loads should your pergolas, verandas and awnings meet in 2026? A practical guide to EN 13561 classes and Eurocode actions—plus a faster, safer quoting workflow with 3D/AR.

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General 3D modeling workflow compared with an integrated pergola sales configurator and live quote
Comparison8 min

Configurix vs SketchUp for Pergola and Awning Sales (2026)

Comparing Configurix with SketchUp for pergola, veranda, and awning sales. See why a real-time 3D/AR configurator with instant quoting and multi-brand catalogs wins in 2026.

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Dealer comparing pergola, awning, veranda and bioclimatic roof collections in one configurator
Comparison8 min

Best Multi-Brand Pergola & Awning Configurator for Dealers (2026)

Tired of juggling manufacturer tools? Here’s the best 3D/AR multi-brand pergola & awning configurator for dealers in 2026—built for installers with instant quoting and white‑label portals.

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Installer using a pergola configurator with dimensions, AR placement, live pricing and quote controls
Comparison7 min

2026 Best Pergola Configurator: 3D, AR, Instant Quotes for Installers

Comparing the top pergola configurator tools for 2026. See why Configurix leads on real‑time 3D, app‑free AR previews, multi‑brand catalogs, and instant installer quotes.

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Separate CAD, spreadsheet, PDF and calendar tools compared with one integrated pergola sales platform
Comparison5 min

Configurix vs Standalone 3D Pergola Tools: Which One Actually Closes Deals?

Most standalone 3D configurators look great in a demo and then die in the sales workflow. Here is what changes when 3D, pricing, and CRM live in one tool.

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Sales team continuing one configured pergola project across desktop and tablet without re-entering data
Guide4 min

A Pergola Configurator for Higher Sales Efficiency

How outdoor-living installers cut quote turnaround from days to minutes — and what that does to close rate.

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Pergola specialist measuring a patio while a dimensioned 3D design calculates the customer quote
Guide6 min

How to Quote a Pergola Job (Without Losing a Day)

A practical checklist for pricing pergola projects accurately and quickly, plus the configuration variables most installers forget.

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