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If you run a sales team and manual quotes, errors, and wasting good leads to slow follow-up, is losing you business, you’re in the right place. Back-end tech shouldn’t be holding you back from closing deals or scaling up.
Automate your quoting process to win back time and eliminate errors.
Convert_ is a sales configurator built for teams who want to generate instant, accurate quotes and automate their sales process with an in-house tool.
Outback Plunge Pools used Convert_ to take manual quoting (sometimes hours, sometimes days) down to minutes.
Their founder, Beau Rixon, put it simply: “I’ve gone from lead to quote within about two minutes.” No missed details. No back-and-forth. No errors. Customers get their price, and their next step automatically.
If that’s what you want, keep reading.
The Advantages of a Sales Configurator
Too many teams waste brainpower on quoting. You repeat yourself, chase approvals, and let deals cool off because the “quick quote” got stuck somewhere behind a spreadsheet. Let’s fix that. And get:
1. Order Accuracy Every Time
2. Speed That Wins Deals
3. Upsell and Cross-Sell, Built In
4. Better Customer Satisfaction and Retention
All with an in-house tool. Here’s what that looks like in practice…
Improving Order Accuracy and Reducing Errors
The more manual steps there are in your quoting process, the more chances for things to go sideways. Set up a custom sales configurator with Convert_ that locks in the right options, pricing, and product details from the start so errors don’t happen.
No more ‘version control’ drama.
How many times have you seen the wrong quote template sent out, or watched product options get lost in a game of email ping-pong? Convert_ keeps everything in one place. Your sales team always uses the latest logic, pricing, and terms. No outdated spreadsheets, no rogue PDFs.
Built-in guardrails.
Want to prevent a rep from quoting out-of-stock SKUs, or forgetting an essential accessory? With Convert_, you can bake the rules in. The system only lets the sales team select valid options. No need for awkward follow-ups or apologies to customers.
Proof it works:
Beau at Outback Plunge Pools got rid of quoting errors forever. After automating his quoting with Convert_, every quote went out with the right price, the right options, and zero manual calculations. “We’ve reduced errors 100%. When you automate, you take human mistakes off the table.”
Closing Deals Faster
You already know what slows a deal down: waiting on pricing approvals, chasing someone for the last detail, or copy-pasting between three different tools. Sell fast, or watch the competition get there first.
Quotes go out in minutes, not hours or days.
With a sales configurator, your sales team isn’t stuck rekeying info or building custom sheets. Everything is in one place: the pricing, the options, the rules. They fill in the details, and the system creates a complete, accurate quote instantly. No waiting on finance. No waiting on IT.
Every update at your fingertips.
Need to tweak a price, add a new bundle, or run a promo? You can make the adjustments in the tool. No need to rebuild forms or call a developer. Sales can work at the speed of the deal, not the speed of support tickets.
Ask Outback Plunge Pools:
Beau’s sales team moved from “lead in” to “quote out” in about two minutes.
Result:
Faster quoting means faster closes. Fewer deals go cold, and the team can follow up while interest is high.
Upselling and Cross-Selling
Even good sales reps can miss a potential upsell, especially if it’s not right in front of them during the quoting process. With a manual system, it’s easy to forget, skip, or just not see the right add-on.
With a correctly setup sales configurator you can keep upsell options visible and simple. The sales configurator displays related products, upgrades, or extras as part of the quoting flow. That means your team never misses a chance to suggest a premium option or bundle that fits the customer’s needs. Consistency goes up, and average deal size follows.
No more hoping someone remembers the ‘better’ option. Set rules so must-have extras show up, or so popular combinations are one click away.
Proof it’s easy:
Outback Plunge Pools used Convert_ to track every possible pool configuration and optional feature, from color upgrades to heating systems and jet packages. Nothing gets left out, and every quote includes exactly what the customer wants (and might want next).
Improving Customer Satisfaction and Retention
Customers love a quoting process that feels organized, accurate, and genuinely helpful.
Instant clarity for the customer.
When your sales team uses Convert_, quotes don’t sit in someone’s inbox for hours. Customers get a detailed, professional quote fast, with every option and price clearly laid out. No more surprises, no need to chase you for “the final number.”
Confidence in every detail.
Mistakes? They’re pretty much gone. With all the logic and options built in, your team can’t select a wrong combination or forget an accessory. Customers aren’t left double-checking your math or asking for corrections.
Follow-up made simple.
Convert_ makes it easy for your team to track where every deal stands, who got quoted, who needs a nudge, and which deals are ready to close. Faster, cleaner communication means nobody falls through the cracks.
Types of Sales Configurators
Not all sales configurators work the same way. Choosing the right approach depends on what you’re selling, the complexity of your offerings, and how much guidance your users or sales reps need.
Here’s a quick breakdown of the three most common types, and how they can fit into your workflow:
Rule-Based Configurators
If your business has strict logic, think product dependencies, pricing tiers, or “if this, then that” requirements. A rule-based configurator is your best friend.
You set the rules once, and the tool enforces them every time. Sales reps can’t select ineligible options, skip steps, or break your pricing model.
The result?
Every quote is consistent, and you never have to worry about missed details or impossible combos. Perfect for teams that need guardrails and want to keep complexity out of their sales process.
These tools enforce strict product, pricing, or eligibility rules—no exceptions:
Salesforce CPQ: Enforces product and pricing rules so reps can't select incompatible options or create invalid bundles.
SAP Variant Configurator: Used in manufacturing and supply chain for enforcing intricate product logic in quotes and orders.
Convert_ is a prime example._
What it does: Lets you set precise “if this, then that” logic—like product dependencies, approval rules, or price controls—once, and then enforces them automatically.
Who uses it: Teams that need guardrails for quotes, approval flows, or service/package building, so nothing slips through the cracks and every rep stays compliant by default.
Guided Selling Configurators
Some deals are simple. Others… not so much. Guided selling configurators walk your reps through a series of smart questions, narrowing down choices as they go. It’s like having your best sales engineer on every call, 24/7.
This approach is great for companies with broad catalogs, customizable solutions, or lots of “it depends” scenarios. The tool handles branching logic in the background, leading to the right recommendations, faster.
These apps use interactive questions and logic trees to recommend the right solution:
HubSpot Guided Selling Tools: Offers guided workflows to help reps recommend the right bundles/services.
Conga Guided Selling: Reps answer a series of tailored questions, and the platform recommends compliant products or services.
Dealhub.io Guided Selling: Uses "playbooks" to walk reps through needs assessments and deliver personalized recommendations.
Visual and 3D Configurators
Sometimes seeing really is believing. Visual and 3D configurators give your prospects instant feedback as they build their quote. Think product images that update in real time, live previews of choices, or even full 3D models.
This is for industries like automotive, jewelry, and home improvement, where the look and feel matter as much as the specs.
You make it easy for customers to imagine exactly what they’re getting, reducing uncertainty and cutting down on revisions or regrets.
Industries Using Sales Configurators
Sales configurators are showing up anywhere teams need custom quotes, detailed options, and fewer mistakes.
Automotive Sector
Think about dealerships and B2B suppliers with dozens of trim options, packages, and add-ons. A sales configurator helps reps build accurate quotes for every customer, without risking missed features or incompatible selections.
Manufacturing and Engineering
Custom builds, multiple SKUs, tiered pricing, and project-specific specs? Manufacturers use sales configurators to generate precise quotes on the fly, keeping every detail in check even as products or pricing change.
Software and Technology
Subscription tiers, add-ons, usage levels, most SaaS and hardware companies have complex quoting needs. A sales configurator pulls it all together, letting sales teams generate quick, correct quotes that factor in every variable.
Retail and E-Commerce
High-ticket items, custom bundles, or wholesale deals all benefit from a quoting tool that keeps everything organized. Sales teams can move faster, ensure accuracy, and avoid the back-and-forth that kills momentum.
Convert_ is built with this versatility in mind.
Whether you’re quoting a pool, a SaaS platform, or a custom order of machinery, building with Convert_ means you can adapt to your rules, your workflow, and your industry specifics. No coding required.
How to Choose the Right Sales Configurator
Not sure which path fits your business? Start by mapping your quoting headaches, then match them to these options:
Decision Factor | What to Consider | Best Fit |
Product Complexity | Simple options or many dependencies/rules? | Rule-Based or Visual |
Sales Team Experience | Do reps need guardrails or step-by-step help? | Guided Selling |
Customer Involvement | Do prospects need to “see” their choices in real time? | Visual/3D |
Update Frequency | How often will you change pricing, add items, or run promos? | In-house editable |
Integration Needs | Does it need to sync with CRM, finance, or order systems? | Built-in API/Zapier |
Scalability | Will your quoting volume double or triple as you grow? | High-capacity, flexible logic |
To get it right:
Map where quotes slow down, break, or get complicated.
Involve your sales team early, what grinds them down most?
Look for tools that let you own updates, not wait on IT or developers.
Choose a configurator that matches your business complexity and can scale as you do.
Best Practices for Implementing a Sales Configurator
The main thing I see with new sales tech? Teams buy the tool, skip the planning, and hope for the best. That’s a recipe for disappointment.
So before anything else, talk with the people who’ll actually use the configurator. Instead of dumping changes from the top, sit down and ask: “Where do quotes stall out today? If we could fix one pain, what would it be?” When the answers come, be ruthless about focus. Don’t cram in every bell and whistle. Start with the quoting pain that slows you down most.
That’s how Outback Plunge Pools did it. The team didn’t try to automate everything on day one. They picked their quoting process, the spot where mistakes and wasted time stacked up, and got that humming. After a few weeks, they checked in: What’s better? What’s still clunky? Only then did they add the next bit, trade orders, logistics, you name it.
Keep one ear to the ground. Your sales team will tell you when something feels off, or when a tweak would save them ten minutes a day. Treat every complaint as a chance to make things a little smoother.
The point isn’t a fancy system; it’s a quoting process your team trusts.
Ready to Book a Demo?
You’ve got a sales team, a quoting headache, and not enough hours in the day. Adding complexity isn’t going to save you. A no-nonsense, no waiting on IT, no endless “back to the drawing board" sales configurator will win back time and sanity.
Build what you need with Convert_ without the price tag and developer delays.
Ready to find out how Convert_ can help automate your sales process? Book a demo today.
If you run a sales team and manual quotes, errors, and wasting good leads to slow follow-up, is losing you business, you’re in the right place. Back-end tech shouldn’t be holding you back from closing deals or scaling up.
Automate your quoting process to win back time and eliminate errors.
Convert_ is a sales configurator built for teams who want to generate instant, accurate quotes and automate their sales process with an in-house tool.
Outback Plunge Pools used Convert_ to take manual quoting (sometimes hours, sometimes days) down to minutes.
Their founder, Beau Rixon, put it simply: “I’ve gone from lead to quote within about two minutes.” No missed details. No back-and-forth. No errors. Customers get their price, and their next step automatically.
If that’s what you want, keep reading.
The Advantages of a Sales Configurator
Too many teams waste brainpower on quoting. You repeat yourself, chase approvals, and let deals cool off because the “quick quote” got stuck somewhere behind a spreadsheet. Let’s fix that. And get:
1. Order Accuracy Every Time
2. Speed That Wins Deals
3. Upsell and Cross-Sell, Built In
4. Better Customer Satisfaction and Retention
All with an in-house tool. Here’s what that looks like in practice…
Improving Order Accuracy and Reducing Errors
The more manual steps there are in your quoting process, the more chances for things to go sideways. Set up a custom sales configurator with Convert_ that locks in the right options, pricing, and product details from the start so errors don’t happen.
No more ‘version control’ drama.
How many times have you seen the wrong quote template sent out, or watched product options get lost in a game of email ping-pong? Convert_ keeps everything in one place. Your sales team always uses the latest logic, pricing, and terms. No outdated spreadsheets, no rogue PDFs.
Built-in guardrails.
Want to prevent a rep from quoting out-of-stock SKUs, or forgetting an essential accessory? With Convert_, you can bake the rules in. The system only lets the sales team select valid options. No need for awkward follow-ups or apologies to customers.
Proof it works:
Beau at Outback Plunge Pools got rid of quoting errors forever. After automating his quoting with Convert_, every quote went out with the right price, the right options, and zero manual calculations. “We’ve reduced errors 100%. When you automate, you take human mistakes off the table.”
Closing Deals Faster
You already know what slows a deal down: waiting on pricing approvals, chasing someone for the last detail, or copy-pasting between three different tools. Sell fast, or watch the competition get there first.
Quotes go out in minutes, not hours or days.
With a sales configurator, your sales team isn’t stuck rekeying info or building custom sheets. Everything is in one place: the pricing, the options, the rules. They fill in the details, and the system creates a complete, accurate quote instantly. No waiting on finance. No waiting on IT.
Every update at your fingertips.
Need to tweak a price, add a new bundle, or run a promo? You can make the adjustments in the tool. No need to rebuild forms or call a developer. Sales can work at the speed of the deal, not the speed of support tickets.
Ask Outback Plunge Pools:
Beau’s sales team moved from “lead in” to “quote out” in about two minutes.
Result:
Faster quoting means faster closes. Fewer deals go cold, and the team can follow up while interest is high.
Upselling and Cross-Selling
Even good sales reps can miss a potential upsell, especially if it’s not right in front of them during the quoting process. With a manual system, it’s easy to forget, skip, or just not see the right add-on.
With a correctly setup sales configurator you can keep upsell options visible and simple. The sales configurator displays related products, upgrades, or extras as part of the quoting flow. That means your team never misses a chance to suggest a premium option or bundle that fits the customer’s needs. Consistency goes up, and average deal size follows.
No more hoping someone remembers the ‘better’ option. Set rules so must-have extras show up, or so popular combinations are one click away.
Proof it’s easy:
Outback Plunge Pools used Convert_ to track every possible pool configuration and optional feature, from color upgrades to heating systems and jet packages. Nothing gets left out, and every quote includes exactly what the customer wants (and might want next).
Improving Customer Satisfaction and Retention
Customers love a quoting process that feels organized, accurate, and genuinely helpful.
Instant clarity for the customer.
When your sales team uses Convert_, quotes don’t sit in someone’s inbox for hours. Customers get a detailed, professional quote fast, with every option and price clearly laid out. No more surprises, no need to chase you for “the final number.”
Confidence in every detail.
Mistakes? They’re pretty much gone. With all the logic and options built in, your team can’t select a wrong combination or forget an accessory. Customers aren’t left double-checking your math or asking for corrections.
Follow-up made simple.
Convert_ makes it easy for your team to track where every deal stands, who got quoted, who needs a nudge, and which deals are ready to close. Faster, cleaner communication means nobody falls through the cracks.
Types of Sales Configurators
Not all sales configurators work the same way. Choosing the right approach depends on what you’re selling, the complexity of your offerings, and how much guidance your users or sales reps need.
Here’s a quick breakdown of the three most common types, and how they can fit into your workflow:
Rule-Based Configurators
If your business has strict logic, think product dependencies, pricing tiers, or “if this, then that” requirements. A rule-based configurator is your best friend.
You set the rules once, and the tool enforces them every time. Sales reps can’t select ineligible options, skip steps, or break your pricing model.
The result?
Every quote is consistent, and you never have to worry about missed details or impossible combos. Perfect for teams that need guardrails and want to keep complexity out of their sales process.
These tools enforce strict product, pricing, or eligibility rules—no exceptions:
Salesforce CPQ: Enforces product and pricing rules so reps can't select incompatible options or create invalid bundles.
SAP Variant Configurator: Used in manufacturing and supply chain for enforcing intricate product logic in quotes and orders.
Convert_ is a prime example._
What it does: Lets you set precise “if this, then that” logic—like product dependencies, approval rules, or price controls—once, and then enforces them automatically.
Who uses it: Teams that need guardrails for quotes, approval flows, or service/package building, so nothing slips through the cracks and every rep stays compliant by default.
Guided Selling Configurators
Some deals are simple. Others… not so much. Guided selling configurators walk your reps through a series of smart questions, narrowing down choices as they go. It’s like having your best sales engineer on every call, 24/7.
This approach is great for companies with broad catalogs, customizable solutions, or lots of “it depends” scenarios. The tool handles branching logic in the background, leading to the right recommendations, faster.
These apps use interactive questions and logic trees to recommend the right solution:
HubSpot Guided Selling Tools: Offers guided workflows to help reps recommend the right bundles/services.
Conga Guided Selling: Reps answer a series of tailored questions, and the platform recommends compliant products or services.
Dealhub.io Guided Selling: Uses "playbooks" to walk reps through needs assessments and deliver personalized recommendations.
Visual and 3D Configurators
Sometimes seeing really is believing. Visual and 3D configurators give your prospects instant feedback as they build their quote. Think product images that update in real time, live previews of choices, or even full 3D models.
This is for industries like automotive, jewelry, and home improvement, where the look and feel matter as much as the specs.
You make it easy for customers to imagine exactly what they’re getting, reducing uncertainty and cutting down on revisions or regrets.
Industries Using Sales Configurators
Sales configurators are showing up anywhere teams need custom quotes, detailed options, and fewer mistakes.
Automotive Sector
Think about dealerships and B2B suppliers with dozens of trim options, packages, and add-ons. A sales configurator helps reps build accurate quotes for every customer, without risking missed features or incompatible selections.
Manufacturing and Engineering
Custom builds, multiple SKUs, tiered pricing, and project-specific specs? Manufacturers use sales configurators to generate precise quotes on the fly, keeping every detail in check even as products or pricing change.
Software and Technology
Subscription tiers, add-ons, usage levels, most SaaS and hardware companies have complex quoting needs. A sales configurator pulls it all together, letting sales teams generate quick, correct quotes that factor in every variable.
Retail and E-Commerce
High-ticket items, custom bundles, or wholesale deals all benefit from a quoting tool that keeps everything organized. Sales teams can move faster, ensure accuracy, and avoid the back-and-forth that kills momentum.
Convert_ is built with this versatility in mind.
Whether you’re quoting a pool, a SaaS platform, or a custom order of machinery, building with Convert_ means you can adapt to your rules, your workflow, and your industry specifics. No coding required.
How to Choose the Right Sales Configurator
Not sure which path fits your business? Start by mapping your quoting headaches, then match them to these options:
Decision Factor | What to Consider | Best Fit |
Product Complexity | Simple options or many dependencies/rules? | Rule-Based or Visual |
Sales Team Experience | Do reps need guardrails or step-by-step help? | Guided Selling |
Customer Involvement | Do prospects need to “see” their choices in real time? | Visual/3D |
Update Frequency | How often will you change pricing, add items, or run promos? | In-house editable |
Integration Needs | Does it need to sync with CRM, finance, or order systems? | Built-in API/Zapier |
Scalability | Will your quoting volume double or triple as you grow? | High-capacity, flexible logic |
To get it right:
Map where quotes slow down, break, or get complicated.
Involve your sales team early, what grinds them down most?
Look for tools that let you own updates, not wait on IT or developers.
Choose a configurator that matches your business complexity and can scale as you do.
Best Practices for Implementing a Sales Configurator
The main thing I see with new sales tech? Teams buy the tool, skip the planning, and hope for the best. That’s a recipe for disappointment.
So before anything else, talk with the people who’ll actually use the configurator. Instead of dumping changes from the top, sit down and ask: “Where do quotes stall out today? If we could fix one pain, what would it be?” When the answers come, be ruthless about focus. Don’t cram in every bell and whistle. Start with the quoting pain that slows you down most.
That’s how Outback Plunge Pools did it. The team didn’t try to automate everything on day one. They picked their quoting process, the spot where mistakes and wasted time stacked up, and got that humming. After a few weeks, they checked in: What’s better? What’s still clunky? Only then did they add the next bit, trade orders, logistics, you name it.
Keep one ear to the ground. Your sales team will tell you when something feels off, or when a tweak would save them ten minutes a day. Treat every complaint as a chance to make things a little smoother.
The point isn’t a fancy system; it’s a quoting process your team trusts.
Ready to Book a Demo?
You’ve got a sales team, a quoting headache, and not enough hours in the day. Adding complexity isn’t going to save you. A no-nonsense, no waiting on IT, no endless “back to the drawing board" sales configurator will win back time and sanity.
Build what you need with Convert_ without the price tag and developer delays.
Ready to find out how Convert_ can help automate your sales process? Book a demo today.
If you run a sales team and manual quotes, errors, and wasting good leads to slow follow-up, is losing you business, you’re in the right place. Back-end tech shouldn’t be holding you back from closing deals or scaling up.
Automate your quoting process to win back time and eliminate errors.
Convert_ is a sales configurator built for teams who want to generate instant, accurate quotes and automate their sales process with an in-house tool.
Outback Plunge Pools used Convert_ to take manual quoting (sometimes hours, sometimes days) down to minutes.
Their founder, Beau Rixon, put it simply: “I’ve gone from lead to quote within about two minutes.” No missed details. No back-and-forth. No errors. Customers get their price, and their next step automatically.
If that’s what you want, keep reading.
The Advantages of a Sales Configurator
Too many teams waste brainpower on quoting. You repeat yourself, chase approvals, and let deals cool off because the “quick quote” got stuck somewhere behind a spreadsheet. Let’s fix that. And get:
1. Order Accuracy Every Time
2. Speed That Wins Deals
3. Upsell and Cross-Sell, Built In
4. Better Customer Satisfaction and Retention
All with an in-house tool. Here’s what that looks like in practice…
Improving Order Accuracy and Reducing Errors
The more manual steps there are in your quoting process, the more chances for things to go sideways. Set up a custom sales configurator with Convert_ that locks in the right options, pricing, and product details from the start so errors don’t happen.
No more ‘version control’ drama.
How many times have you seen the wrong quote template sent out, or watched product options get lost in a game of email ping-pong? Convert_ keeps everything in one place. Your sales team always uses the latest logic, pricing, and terms. No outdated spreadsheets, no rogue PDFs.
Built-in guardrails.
Want to prevent a rep from quoting out-of-stock SKUs, or forgetting an essential accessory? With Convert_, you can bake the rules in. The system only lets the sales team select valid options. No need for awkward follow-ups or apologies to customers.
Proof it works:
Beau at Outback Plunge Pools got rid of quoting errors forever. After automating his quoting with Convert_, every quote went out with the right price, the right options, and zero manual calculations. “We’ve reduced errors 100%. When you automate, you take human mistakes off the table.”
Closing Deals Faster
You already know what slows a deal down: waiting on pricing approvals, chasing someone for the last detail, or copy-pasting between three different tools. Sell fast, or watch the competition get there first.
Quotes go out in minutes, not hours or days.
With a sales configurator, your sales team isn’t stuck rekeying info or building custom sheets. Everything is in one place: the pricing, the options, the rules. They fill in the details, and the system creates a complete, accurate quote instantly. No waiting on finance. No waiting on IT.
Every update at your fingertips.
Need to tweak a price, add a new bundle, or run a promo? You can make the adjustments in the tool. No need to rebuild forms or call a developer. Sales can work at the speed of the deal, not the speed of support tickets.
Ask Outback Plunge Pools:
Beau’s sales team moved from “lead in” to “quote out” in about two minutes.
Result:
Faster quoting means faster closes. Fewer deals go cold, and the team can follow up while interest is high.
Upselling and Cross-Selling
Even good sales reps can miss a potential upsell, especially if it’s not right in front of them during the quoting process. With a manual system, it’s easy to forget, skip, or just not see the right add-on.
With a correctly setup sales configurator you can keep upsell options visible and simple. The sales configurator displays related products, upgrades, or extras as part of the quoting flow. That means your team never misses a chance to suggest a premium option or bundle that fits the customer’s needs. Consistency goes up, and average deal size follows.
No more hoping someone remembers the ‘better’ option. Set rules so must-have extras show up, or so popular combinations are one click away.
Proof it’s easy:
Outback Plunge Pools used Convert_ to track every possible pool configuration and optional feature, from color upgrades to heating systems and jet packages. Nothing gets left out, and every quote includes exactly what the customer wants (and might want next).
Improving Customer Satisfaction and Retention
Customers love a quoting process that feels organized, accurate, and genuinely helpful.
Instant clarity for the customer.
When your sales team uses Convert_, quotes don’t sit in someone’s inbox for hours. Customers get a detailed, professional quote fast, with every option and price clearly laid out. No more surprises, no need to chase you for “the final number.”
Confidence in every detail.
Mistakes? They’re pretty much gone. With all the logic and options built in, your team can’t select a wrong combination or forget an accessory. Customers aren’t left double-checking your math or asking for corrections.
Follow-up made simple.
Convert_ makes it easy for your team to track where every deal stands, who got quoted, who needs a nudge, and which deals are ready to close. Faster, cleaner communication means nobody falls through the cracks.
Types of Sales Configurators
Not all sales configurators work the same way. Choosing the right approach depends on what you’re selling, the complexity of your offerings, and how much guidance your users or sales reps need.
Here’s a quick breakdown of the three most common types, and how they can fit into your workflow:
Rule-Based Configurators
If your business has strict logic, think product dependencies, pricing tiers, or “if this, then that” requirements. A rule-based configurator is your best friend.
You set the rules once, and the tool enforces them every time. Sales reps can’t select ineligible options, skip steps, or break your pricing model.
The result?
Every quote is consistent, and you never have to worry about missed details or impossible combos. Perfect for teams that need guardrails and want to keep complexity out of their sales process.
These tools enforce strict product, pricing, or eligibility rules—no exceptions:
Salesforce CPQ: Enforces product and pricing rules so reps can't select incompatible options or create invalid bundles.
SAP Variant Configurator: Used in manufacturing and supply chain for enforcing intricate product logic in quotes and orders.
Convert_ is a prime example._
What it does: Lets you set precise “if this, then that” logic—like product dependencies, approval rules, or price controls—once, and then enforces them automatically.
Who uses it: Teams that need guardrails for quotes, approval flows, or service/package building, so nothing slips through the cracks and every rep stays compliant by default.
Guided Selling Configurators
Some deals are simple. Others… not so much. Guided selling configurators walk your reps through a series of smart questions, narrowing down choices as they go. It’s like having your best sales engineer on every call, 24/7.
This approach is great for companies with broad catalogs, customizable solutions, or lots of “it depends” scenarios. The tool handles branching logic in the background, leading to the right recommendations, faster.
These apps use interactive questions and logic trees to recommend the right solution:
HubSpot Guided Selling Tools: Offers guided workflows to help reps recommend the right bundles/services.
Conga Guided Selling: Reps answer a series of tailored questions, and the platform recommends compliant products or services.
Dealhub.io Guided Selling: Uses "playbooks" to walk reps through needs assessments and deliver personalized recommendations.
Visual and 3D Configurators
Sometimes seeing really is believing. Visual and 3D configurators give your prospects instant feedback as they build their quote. Think product images that update in real time, live previews of choices, or even full 3D models.
This is for industries like automotive, jewelry, and home improvement, where the look and feel matter as much as the specs.
You make it easy for customers to imagine exactly what they’re getting, reducing uncertainty and cutting down on revisions or regrets.
Industries Using Sales Configurators
Sales configurators are showing up anywhere teams need custom quotes, detailed options, and fewer mistakes.
Automotive Sector
Think about dealerships and B2B suppliers with dozens of trim options, packages, and add-ons. A sales configurator helps reps build accurate quotes for every customer, without risking missed features or incompatible selections.
Manufacturing and Engineering
Custom builds, multiple SKUs, tiered pricing, and project-specific specs? Manufacturers use sales configurators to generate precise quotes on the fly, keeping every detail in check even as products or pricing change.
Software and Technology
Subscription tiers, add-ons, usage levels, most SaaS and hardware companies have complex quoting needs. A sales configurator pulls it all together, letting sales teams generate quick, correct quotes that factor in every variable.
Retail and E-Commerce
High-ticket items, custom bundles, or wholesale deals all benefit from a quoting tool that keeps everything organized. Sales teams can move faster, ensure accuracy, and avoid the back-and-forth that kills momentum.
Convert_ is built with this versatility in mind.
Whether you’re quoting a pool, a SaaS platform, or a custom order of machinery, building with Convert_ means you can adapt to your rules, your workflow, and your industry specifics. No coding required.
How to Choose the Right Sales Configurator
Not sure which path fits your business? Start by mapping your quoting headaches, then match them to these options:
Decision Factor | What to Consider | Best Fit |
Product Complexity | Simple options or many dependencies/rules? | Rule-Based or Visual |
Sales Team Experience | Do reps need guardrails or step-by-step help? | Guided Selling |
Customer Involvement | Do prospects need to “see” their choices in real time? | Visual/3D |
Update Frequency | How often will you change pricing, add items, or run promos? | In-house editable |
Integration Needs | Does it need to sync with CRM, finance, or order systems? | Built-in API/Zapier |
Scalability | Will your quoting volume double or triple as you grow? | High-capacity, flexible logic |
To get it right:
Map where quotes slow down, break, or get complicated.
Involve your sales team early, what grinds them down most?
Look for tools that let you own updates, not wait on IT or developers.
Choose a configurator that matches your business complexity and can scale as you do.
Best Practices for Implementing a Sales Configurator
The main thing I see with new sales tech? Teams buy the tool, skip the planning, and hope for the best. That’s a recipe for disappointment.
So before anything else, talk with the people who’ll actually use the configurator. Instead of dumping changes from the top, sit down and ask: “Where do quotes stall out today? If we could fix one pain, what would it be?” When the answers come, be ruthless about focus. Don’t cram in every bell and whistle. Start with the quoting pain that slows you down most.
That’s how Outback Plunge Pools did it. The team didn’t try to automate everything on day one. They picked their quoting process, the spot where mistakes and wasted time stacked up, and got that humming. After a few weeks, they checked in: What’s better? What’s still clunky? Only then did they add the next bit, trade orders, logistics, you name it.
Keep one ear to the ground. Your sales team will tell you when something feels off, or when a tweak would save them ten minutes a day. Treat every complaint as a chance to make things a little smoother.
The point isn’t a fancy system; it’s a quoting process your team trusts.
Ready to Book a Demo?
You’ve got a sales team, a quoting headache, and not enough hours in the day. Adding complexity isn’t going to save you. A no-nonsense, no waiting on IT, no endless “back to the drawing board" sales configurator will win back time and sanity.
Build what you need with Convert_ without the price tag and developer delays.
Ready to find out how Convert_ can help automate your sales process? Book a demo today.
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More leads in less time_
Stop wasting time on manual quotes. Automate your lead funnel today.
Create powerful on brand calculators, lead generation forms and apps that automate your marketing and sales processes
Start with a template
Find inspiration or customize an outstanding template, complete with functional formulas and flows to help you get started.
Let us build for you
We can build your calculator, and afterwards you can always make changes yourself. Our service starts at just $250.
More leads in less time_
Stop wasting time on manual quotes. Automate your lead funnel today.
Create powerful on brand calculators, lead generation forms and apps that automate your marketing and sales processes
Start with a template
Find inspiration or customize an outstanding template, complete with functional formulas and flows to help you get started.
Let us build for you
We can build your calculator, and afterwards you can always make changes yourself. Our service starts at just $250.