Replace Your Current CPQ

The problem

When a quoting process expects product choices before the seller has worked out what the customer needs, the configuration work happens elsewhere. Reps and dealers search catalogs, consult specialists and revisit selections before they can finish the quote.

In the Winsby survey, 87% of dealer reps said a quote takes more than 30 minutes.

Winsby, 52 window and door dealer representatives, 14 September 2026.

Current

Separate channel workflows

inconsistent handoffs

Proposed

Shared rules and pricing

website, reps and dealers

Winsby, 52 window and door dealer representatives, 14 September 2026.

How it works

Setup

Identify the product facts, compatibility constraints and commercial rules the new workflow must preserve. Review existing screen rules and scripted selling steps individually.

Run the five steps

All five steps run in Threekit: Needs Analysis, Configure, Price, Quote, Handoff.

One rule set

The same rules serve your website, your dealer portal and your sales desk.

Handoff

Your team or integrator connects the completed configuration to the agreed order workflow.

What changes

Before Reps and dealers work out product choices before entering them into the quoting system.

After AI guides configuration from the customer's requirements, with product rules checking the result.

Before Each channel follows a different process.

After Website, dealer and internal users share one rule set.

Before A rule change requires outside support.

After Your team can define the requested change.

What you need in place

Rules List

Your product rules, written down or extractable from the system you are leaving.

Properties Documentation

A decision on what stays behind. Volume pricing, rebates, entitlements, contract pricing and subscription pricing are not part of Threekit. If your quoting depends on them, they stay where they are.

Define an Owner

A named owner for product facts, rules and prices after go-live. Assess migration and ongoing administration against your actual scope.

Replace your Current CPQ with Threekit

Who this is for