What is the QuoteWerks Configurator?

The Configurator is a core feature used to build quotes for complex products or services in a structured, guided way.

What it actually is

Think of the configurator as a guided selling tool inside QuoteWerks. It walks a sales rep through a series of steps to assemble a complete solution (products + services + pricing) instead of manually adding line items.

• At each step, the user chooses from a predefined list of options
• The next options depend on previous selections
• The system automatically builds the quote as you go

Simple example

If you were quoting a system, the configurator might guide you like:

1. Choose a base product (e.g., server or PC)
2. Pick components (memory, storage, etc.)
3. Add accessories (cables, peripherals)
4. Include services (installation, support)
5. Add warranties or upgrades

Each step narrows choices and ensures nothing important is missed

What it’s used for

The configurator is especially useful when:

• Products have many options or dependencies
• You sell bundled solutions (not just single items)
• You want consistent quotes across your team
• You need to prevent invalid combinations or missing components

Why companies use it

• Reduces mistakes and forgotten items
• Speeds up quote creation
• Makes less-experienced reps more effective
• Standardizes how solutions are built across the business

In plain terms

The configurator turns complex quoting into a step-by-step checklist with logic behind it, so reps don’t have to rely on memory or deep product knowledge.

For more information, please see the following help articles:

• Creating, Editing, and Printing a Configuration

• How Do I Use the Configurator?

• How Do I Build a Configuration Using the Configurator?