When products have many options, preparing a quote turns into a bottleneck: sales teams copy old Excel files, engineers check feasibility by hand, prices are calculated with outdated costs and customers wait days for an offer. CPQ (configure, price, quote) software solves this by guiding the user through valid product configurations, calculating the price from up-to-date rules and costs, and producing a branded quote document in minutes. 360 Soft develops custom CPQ and product configurator software for manufacturers, distributors and service companies whose products do not fit a standard price list: windows and doors, machinery, furniture, HVAC, industrial equipment, solar systems, packaging, printing and software services. We build it as a web application that your sales team, dealers and, if you wish, end customers can use, integrated with your ERP and CRM.
Who a quote configurator is for, and which problems it solves
- Manufacturers with many variants, dimensions and options that must be checked for technical feasibility
- Companies selling through dealers who need consistent prices and discounts
- Businesses where quotes depend on material costs, exchange rates or labour time
- Sales teams that spend more time preparing quotes than selling
What you gain
- Only valid configurations can be quoted, reducing errors and rework
- Prices follow central rules, cost tables and approval limits
- Quotes are produced quickly in a consistent corporate layout
- Sales, dealer and margin data become visible for management
- Orders flow into ERP and production without retyping
Modules and features
| Module | Features |
|---|---|
| Product configurator | Step-by-step option selection, rules and constraints, dimension checks, visual preview |
| Rule engine | Compatibility rules, formulas, bill of materials generation, editable by your product managers |
| Pricing engine | Cost-plus or list-based pricing, currency handling, volume and customer discounts, margin control |
| Approval workflow | Discount limits by role, manager approval, audit trail |
| Quote document | Branded PDF with drawings, terms and validity date, e-signature option |
| Dealer portal | Dealer-specific prices, order tracking, self-service quotes |
| ERP/CRM integration | Costs and stock from ERP, opportunities and accounts in CRM, orders back to ERP |
| Analytics | Win/loss, average discount, quote cycle time, product mix |
Example: calculation tools on our own site
Our own online tools, such as the app development cost calculator, follow the same principle on a small scale: the user answers guided questions and the tool applies rules to produce an estimate. A CPQ system takes this much further with real cost data, approvals and documents.
Technology approach
We usually build CPQ as a web application with a React or Angular frontend and a.NET, Java or Node.js backend, with a rule engine designed so business users can maintain rules without code changes. 3D or 2D visualisation can be added with WebGL or SVG where it adds value. The configurator can be embedded on your website as a widget.
Legal framework for quotes and pricing
In Türkiye, where our team operates, quotes and contracts are subject to the Turkish Code of Obligations and Commercial Code, consumer-facing prices to consumer protection and price labelling rules, and electronic signatures to Law No. 5070. For buyers in other markets, local rules apply in addition, for example eIDAS for e-signatures in the EU, ESIGN and UETA in the US, VAT and price indication rules, and competition law limits on dealer pricing. We build configurable terms, tax and validity settings so your legal team can set what applies.
Project and team models
- Fixed-scope first release: one product family, core rules and quote PDF
- Dedicated team: developers, a business analyst and QA working continuously on your CPQ, from 1 to 200+ people
- Extension: integrating or extending an existing CPQ or ERP configurator
Project steps and typical durations
| Step | Content | Indicative duration |
|---|---|---|
| Discovery | Product structure, rules, pricing logic, quote examples | 2 to 3 weeks |
| Rule modelling | Options, constraints, formulas, BOM logic for the first product family | 2 to 4 weeks |
| First release | Configurator, pricing, approvals, quote PDF | Typically 2 to 4 months |
| Integration | ERP costs and orders, CRM opportunities | Depends on systems |
| Rollout | Further product families, dealer portal, analytics | Ongoing releases |
A team can typically start within 1 to 2 weeks of signing. The biggest variable is how well product rules are documented today.
Success indicators and SLA
| Indicator | What it shows |
|---|---|
| Quote cycle time | Time from request to sent quote |
| Configuration error rate | Orders corrected after quoting |
| Average discount and margin | Price discipline |
| Dealer adoption | Share of dealer quotes created in the portal |
| Platform availability and response times | Agreed in the SLA |
We agree baseline and targets with you; we do not promise specific improvement percentages.
Pricing models
- Fixed price for a defined first release
- Dedicated team on a monthly basis for continuous development
- Time and materials for open scope
- Support and maintenance retainer after go-live
Cost factors are the number of product families and rules, visualisation needs, integrations, dealer portal, languages and currencies. You receive a written proposal; we do not publish prices.
Off-the-shelf CPQ, Excel or custom development
| Criterion | Excel | SaaS CPQ product | Custom CPQ |
|---|---|---|---|
| Start | Immediate | Weeks to months | First release in months |
| Rule complexity | Breaks with complexity | Strong but generic | Built around your products |
| Licence costs | None | Per user, often high | No per-user licence to us |
| ERP integration | Manual | Connectors, often limited | Built to your ERP |
| Ownership | Yours, but fragile | Vendor platform | You own code and data |
Illustrative scenario: aluminium window and door manufacturer
Illustrative scenario: an aluminium joinery manufacturer sells through 60 dealers. Each quote involves profile series, dimensions, glass, hardware and colour, and prices depend on aluminium cost and exchange rates. The CPQ checks dimension limits per series, generates the cutting list and BOM, prices from current ERP costs, and lets dealers create quotes with their own discount limits. Approved quotes become production orders in the ERP. This is an example approach, not a completed client project.
Risks and mitigations
| Risk | Mitigation |
|---|---|
| Rules only exist in experts heads | Structured workshops, rule documentation, test cases from real quotes |
| Rule maintenance becomes IT-dependent | Rule editor for product managers, versioning |
| Wrong costs from ERP | Validated sync, alerts on outliers |
| Low dealer adoption | Simple UX, training, pilot dealers |
| Scope creep | Phased releases by product family |
Security, GDPR/KVKK, NDA and intellectual property
Your price lists, cost structure and margin rules are commercially sensitive. We apply role-based access (dealers see only their prices), encryption, audit logs and secure hosting of your choice.
Contract framework for international buyers: we work under a B2B service agreement with a full IP assignment clause, so source code, data models, configurations and documentation produced for you belong to you on payment. A mutual NDA is signed before any data is shared. Where personal data is processed, we sign a GDPR data processing agreement (DPA) with Standard Contractual Clauses (or the UK IDTA for UK controllers); on the Turkish side the team also complies with KVKK (Law No. 6698). Local rules in your own country apply in addition to these.
Selection checklist
- Can it model your hardest product rules?
- Can product managers maintain rules without developers?
- Does pricing handle your currencies, discounts and approvals?
- Is the quote document fully in your corporate design?
- Does it integrate with your ERP and CRM?
- Can dealers and website visitors use it securely?
- Who owns code, rules and data?
Frequently asked questions
Why custom software instead of an off-the-shelf CPQ product?
Off-the-shelf CPQ suits standardised processes. Custom CPQ fits better when your product rules are unusual, ERP integration is critical, or per-user licence costs grow too high. We help you compare both honestly.
Can our dealers use it?
Yes. A dealer portal gives each dealer its own prices, discount limits and order tracking.
Can it be embedded on our website?
Yes. A simplified configurator can run on your website as a widget and send leads or quote requests to sales.
Can we update the rules ourselves?
Yes. We build a rule editor so product managers can change options, constraints and prices without code changes.
Will costs from our ERP update automatically?
Yes. Material costs, stock and exchange rates can be synchronised from your ERP on a schedule or in real time.
Is 3D visualisation necessary?
No. It is useful for some products, but 2D drawings or images are often enough. We recommend it only where it helps sales.
Will the quote PDF match our corporate identity?
Yes. Templates are designed to your brand, with your terms, drawings and validity dates.
Can approvals be collected by e-signature?
Yes. We integrate e-signature services that meet the legal requirements of your market.
Can it work with foreign-currency costs?
Yes. Costs and prices can be held in different currencies with current exchange rates and rounding rules.
How long does the first release take?
Typically a few months for one product family. The team can usually start within 1 to 2 weeks.
How is pricing determined?
By product complexity, integrations, portal and visualisation needs. You receive a written proposal; we do not publish prices.
Who owns the source code?
You do. Our B2B agreement includes full IP assignment on payment.
Related pages: SAP consulting, white-label software development, software outsourcing company in Türkiye, online tools.
Let us automate your quoting process together
Send us a few typical quotes and your product structure and we will come back with a scoped proposal. Call or WhatsApp us on +90 850 335 10 87, write to info@360-soft.com, message us directly on WhatsApp, or use the contact page. 360 Soft Marketing Yazılım ve Danışmanlık Ltd. Şti., Nidakule Ataşehir Batı, Barbaros Mah. Begonya Sk. No:1 D:2, 34746 Ataşehir/İstanbul.
Türkçe: Türkçe sürüm
