From Requirement to Configured Quote

Use AI to guide product selection and configuration, then apply your rules to pricing, quoting and handoff. Support sales teams, dealers and website visitors in the same platform.

The problem

Quoting starts with a requirement, then moves through product selection, configuration and revisions. Reps and dealers need those steps to carry through to pricing and the finished quote.

87%

of surveyed window and door dealer reps take more than 30 minutes to produce a quote.

Source: Winsby, 52 window and door dealer representatives, 14 September 2026.
quote · in progress
Frame size 42″
Finish Brushed steel
motor spec — waiting on customer

What it does

01

Needs Analysis

Start with a description, photo, voice note or spec sheet. Threekit asks focused questions until the requirement maps to one valid configuration.

02

Configure

Apply your product rules as each choice is made. Invalid options stay out of the workflow.

03

Price

Price the exact build with your logic. Show each user only the pricing their role allows.

04

Quote

Create a branded document with the configuration, selected options and price.

05

Handoff

Export the configuration, selected options and price as JSON or XML.

What it produces

A quote the buyer can act on and a structured payload for downstream systems.

quote · ready to send
Configuration Locked
Price $4,850
Payload JSON

Start with Needs Analysis, where a customer requirement becomes a valid product choice.