Offer & product configurator for an industrial machine manufacturer
A configurator and offer module that manages dozens of machines and hundreds of option combinations, cutting quote turnaround from hours to minutes.
Situation
An industrial woodworking machinery manufacturer was running a quote process entirely by hand: for every offer, the sales team assembled machine models, dozens of options and pricing manually. Quotes got lost in Excel files and email threads, and different sales reps could quote the same machine at different prices. International customers added further complexity — updating exchange rates across existing quotes could take hours.
Solution
We built a full quote and configuration platform with a Java/Spring Boot backend and a Next.js/React frontend:
- Catalogue management: Categories, machine models, option groups and individual options are managed from the admin panel; catalogue changes propagate to the quoting flow instantly
- Compatibility engine: Valid option combinations are defined per machine model with a rule set; conflicting options are automatically blocked before a quote is submitted
- Real-time pricing: Price updates live as options are selected, factoring in the current exchange rate; the rate table is managed from the admin panel
- Proforma and PDF export: Approved quotes convert to a PDF proforma in one click with the company logo and terms applied automatically
- Customer management: Customer profiles are maintained in the system with full quote history and relationship tracking
- Excel catalogue import: Hundreds of machines and options were migrated from existing spreadsheets; the transition was completed without disrupting sales operations
- Role-based access control (RBAC): Which sales rep can quote within which price band, and which users can edit the catalogue, are all controlled through the system
The entire infrastructure is managed with a Jenkins + Harbor container registry + Portainer CI/CD pipeline; new releases are automatically promoted to production after a successful build.
Outcome
- Quote turnaround dropped from hours to minutes
- Incompatible option combinations and inconsistent pricing are no longer possible
- Currency rate changes update the entire quoting flow from a single table
- Different reps quoting the same machine at different prices is eliminated
- New machines and options can be added from the admin panel without developer involvement