Quote And Price Configurator
Product or service configurator with proprietary logic. User clicks through, sees a range or binding quote, and books a call.
Possibilities
Where this could go
Proprietary Pricing Logic And Rules
Build complex pricing models that calculate exact costs based on user selections and conditional logic.
- Conditional pricing rules
- Tiered discount structures
- Custom variable mapping
- Real time calculations
Dynamic Question Branching And Logic
Show or hide specific configuration steps based on the answers your users provide earlier in the flow.
- Dynamic price generation
- PDF quote exports
- Flexible range estimates
- Automated email delivery
Integrated Lead Capture And Booking
Collect contact information and allow qualified prospects to schedule a consultation directly from the quote page.
- Connect directly to your calendar to show available meeting times.
- Send automated confirmation emails with the quote details attached.
- Route leads to different sales reps based on the final quote value.
- Save abandoned configurations to follow up with incomplete inquiries.
Questions
Things people ask
How do you handle highly complex pricing structures?
We build the configurator with a backend interface so you can update base prices and rules without writing code. If your pricing model changes, you can adjust the logic directly. We also provide documentation to help your team manage these updates.
Can the configurator connect to our existing CRM?
Yes. We integrate the configurator with platforms like Salesforce, HubSpot, or Pipedrive via their APIs. When a user completes a quote, their data and configuration details are automatically logged in your system.
Is it possible to show a price range instead of a fixed quote?
We connect the configurator to your existing CRM or sales platform. When a user completes a quote, their contact details and configuration choices sync automatically to your database. This ensures your sales team has the full context before they get on a call.
How do users book a call after seeing their quote?
We embed scheduling tools like Calendly or SavvyCal directly into the final results page. The user can pick a time slot immediately without leaving the application or waiting for an email.
Can we update the pricing logic ourselves later?
We can build the configurator with a headless CMS like Sanity or Contentful. This gives your team a dashboard to update base prices, multipliers, and text fields without needing to write new code.
Do users receive an email copy of their quote?
Yes. We use transactional email services like Postmark or SendGrid to instantly deliver a summary of their selections. This email can include a PDF attachment and a link to resume their booking.
How do you prevent competitors from reverse engineering our pricing?
We keep the core calculation logic on a secure backend server rather than exposing it in the frontend browser code. The user interface simply sends the selections to the server, which then returns the final price securely.
