Product Configurator and Quote Automation for Manufacturers
The Challenge
A leading manufacturer of window and door systems needed to digitize its sales, customer service, and product management processes.
The company was looking for a solution that would give manufacturers full control over product offerings and sales processes while enabling dealers to configure products quickly and prepare accurate quotes for end customers.
The existing quotation process was time-consuming. It involved manual calculations, frequent support from sales teams, and the risk of errors. Managing thousands of components, technical dependencies, and configuration rules was equally complex.
The goal of the partnership with Univio was to create a scalable platform that would simplify sales, automate quote generation, and provide full control over product configurations across multiple markets.
- Enabling manufacturers to manage product offerings in line with technical standards while adapting them to local market requirements.
- Automatically verifying the compatibility of thousands of components and product configurations.
- Allowing dealers to configure products using predefined templates without involving sales representatives.
- Automating pricing and quote generation.
- Supporting multiple languages and currencies.
- Reducing the time required to onboard new manufacturers and dealer networks.
- Providing convenient access from desktop and mobile devices.
The Solution
- The Univio team designed and implemented a central platform for product configuration, offer management, and sales support.
- The platform enables a complete sales environment for a new manufacturer to be launched in just four to five days. Previously, this type of implementation could take several months.
- Manufacturers retain full control over their product portfolios, pricing, commercial terms, and technical rules. They can manage these areas independently, without ongoing support from IT teams.
- The platform is built on an extensive technical database that covers profile systems, structural components, accessories, product options, and compatibility rules.
- Dealers use an intuitive configurator based on predefined product templates. They can create a quote by adjusting key parameters such as dimensions, color, and selected product options.
- The system verifies the technical accuracy of each configuration and updates the price in real time. This eliminates manual calculations and reduces the risk of pricing and configuration errors.
- The platform also generates professional PDF quotes that are ready to present to end customers.
- Its open and scalable architecture allows it to integrate with ERP systems and expand with new modules, product categories, and functionality as business needs change.
- The modular architecture supports faster development, easier deployment of new features, and reliable system performance.
- The platform also acts as a single source of truth for product data, technical knowledge, and the complete history of configuration changes.
