Your sales team spends 6-10 hours a week on emails that turn out to be wrong-fit prospects. A configurator filters those out.
A B2B configurator that pre-qualifies RFQs.
A multistep B2B quote configurator: material × grade × quantity × tolerance × finish × lead-time → priced spec your buyer's procurement team can take to a meeting. Salesforce / HubSpot / SAP / NetSuite-integrated, with NDA gating where it matters.
Book a 20-min scope call → See selected work
◆ Salesforce · HubSpot · SAP · NetSuite · Pipedrive · NDA-gated · multi-currency
What slows teams down today.
Volume-discount tiers and per-grade pricing are buried in PDFs. Buyers can't self-serve and don't want to ask.
Lead times depend on quantity + grade + customization, and you can't expose that publicly. Configurator gates it behind a quote without showing the formula.
Procurement teams want to share a quote internally. A configurator output (PDF + reference number) gives them something to forward.
Bench buyers (engineers exploring options) and active buyers (procurement with a PO ready) get the same form. Configurator separates them.
What I actually ship.
- ◆ A spec tree wireframe (material → grade → quantity bracket → tolerance → finish → lead-time class) before any code.
- ◆ Multi-tier pricing with quantity-discount bands and per-grade multipliers (logic editable post-launch).
- ◆ PDF quote output with reference number, branded, emailed to buyer + saved to CRM.
- ◆ CRM integration with the full spec as structured fields (Salesforce, HubSpot, Pipedrive, Zoho, Monday, Airtable, generic webhook, ERP via SAP/NetSuite).
- ◆ NDA-gated configurator — login required for sensitive industries (defense, medical-device, regulated chemicals).
- ◆ Metric / imperial unit toggle.
- ◆ "Custom — consult sales" escape hatch on every step that captures the exit intent and routes to a sales engineer.
- ◆ 14 days post-launch support.
B2B configurator FAQs.
No fluff — the specifics buyers want before booking a call. If yours isn't here, ask on the call.
Will my competitors see my pricing formula?
No — the configurator exposes the result, not the formula. Pricing logic lives on the server (or as encrypted client-side rules for static-host installs). Competitors see the same outputs prospects see — which is the same pricing they'd get from your sales team. Custom tier can route advanced grades behind an NDA login.
How does it handle non-standard / custom requests?
Each step has a "custom — consult with sales" escape hatch that gates the user into a request-a-quote flow. The intent gets captured (which step they left at, what option they wanted), and lands in CRM tagged "custom quote needed."
Can the configurator integrate with our ERP (SAP, NetSuite)?
For larger manufacturers, yes — the configurator can POST the structured spec to your ERP via webhook. SAP and NetSuite have standard REST APIs; I ship middleware that translates the spec into your ERP's record format.
How does multi-currency work?
Currency toggle on step 1 (USD / EUR / GBP / CAD / AUD / others). All downstream pricing converts via configurable FX rates (refreshed daily from a market data source). PDF quote shows the chosen currency.
Related pages & posts.
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Tell me what you need. I send back a wireframe, a number, and a delivery date — no deck, no template proposal.