Product Configurators & Quoting Automation (CPQ)
Software that turns a drawing, product configuration or customer request into a priced quote using your own calculation rules.
For complex or custom products, preparing a quote often involves manual work. Estimators review drawings, check materials and pricing, and bring everything together in spreadsheets or internal tools. We turn this existing logic into a faster, structured quoting workflow connected to the systems you already use.
Is This Your Situation?
Quoting takes more manual work than it should.
Each inquiry can involve measuring, lookups and retyping before the customer receives a price.
Some quotes require significant engineering time.
Preparing detailed offers takes effort, especially when only part of them turn into orders.
Pricing knowledge depends on experienced people.
When key rules and exceptions rely on a few specialists, quoting can slow down when they are unavailable, on leave or out sick.
Sales often depends on engineering input.
Product configuration and pricing questions may need technical review, slowing down the quoting process.
Standard CPQ tools don't always fit complex product logic.
CAD data, custom calculations, exceptions or existing ERP processes can make standard solutions difficult to adapt.
Two Ways In
For some products, quoting starts with a drawing. For others, it starts with a configuration. We build both workflows.
An internal quoting tool for your estimators.
Software that reads your drawing data (SolidWorks, STEP and other CAD formats), applies your calculation rules and produces a quote draft the estimator reviews and sends. Your ERP, whether Helios, Odoo or another system, stays the source of truth for items and prices. The estimator stays in charge; the clicking, measuring and retyping goes away.
A product configurator for sales or customers.
A guided configurator helps sales teams, estimators or customers build a valid product from available options and rules. Pricing can be part of the same flow, reducing the need for repeated engineering input. We built a custom 3D product configurator for JELÍNEK, a Czech furniture manufacturer.
An internal quoting tool can be a practical first step, improving the process without changing the customer experience from day one. Our article on quote automation for manufacturers explains how this area has evolved over the last year.
Quoting Automation in Practice
CAD-driven quoting for an automotive supplier
Customer 3D files are automatically broken down into the data estimators need for pricing, while the existing calculation process stays in place.
Half a day → about 15 minutes
View case study
From Excel quoting to a custom business system
We turned spreadsheet-based pricing into a quoting system connected to current purchase prices, project delivery and operations.
View case studyA Calculation You Can Audit
The core of a quoting tool is plain calculation: your norms, your material prices, your margins, applied the same way every time. Every quote can be traced line by line, which matters when an auditor, a boss or a big customer asks how the price was made.
AI earns a place in narrow spots, for example reading a messy tender PDF with eighty drawings and turning it into structured rows for the calculation. Even there we build it as one swappable component with a human check built in. The system runs without it.
Buy a CPQ Product, or Build Your Own?
Honest answer: sometimes you should buy.
Buy an off-the-shelf CPQ when:
- Your products configure from standard options with simple pricing rules.
- Your sales process already lives in a big CRM ecosystem and its native CPQ module fits.
- Per-seat subscription pricing is acceptable at your team size.
Build a custom tool when:
- The price comes from the drawing: geometry, materials, operations, machine time.
- Your product logic has exceptions the template products cannot express.
- Your ERP must stay the source of truth and the tool must fit around it.
- You want to own the software outright, with no per-seat licences and no dependency on a vendor's roadmap.
We’ve recommended off-the-shelf products when custom development wasn’t the right fit. If your case falls into that category, we’ll tell you in the first call.
How We Work
Process mapping first.
We sit with your estimator and map how a real quote is made today, exception by exception. The method in their head becomes a documented calculation.
Start with one product family.
We build a focused first version and validate it on real quotes before expanding to more products or processes.
Fixed price, fixed scope, warranty.
The cost is known before we start.
The code is 100% yours.
Including the repository and the documented calculation rules. There are no licence fees, and the quoting method no longer depends on any single person, ours or yours.
On-prem where it matters.
Customer drawings often carry your customers' IP. The tool can run entirely on your servers.
Why Our Clients Trust Us
Business first.
01A quoting tool exists to win orders at the right margin. We measure it on quotes sent and time saved.
Direct access to engineers.
02Your estimator talks to the person building the calculation. Nothing gets lost in relay.
Honest recommendations.
03We will tell you to buy instead of build when that is the truth, and we will tell you where AI would only add risk.
Enterprise-proven, SME-sized.
04Delivered for Nokia Bell Labs, JLL and Saint-Gobain; built for the step-by-step pace of a mid-sized manufacturer.
Common Questions About Configurators and Quoting Automation
Jakub Bílý
Head of Business Development