Sign In Get a Demo
Sign In Get a Demo

Help Sales Reps Configure and Revise Quotes

Give reps a guided way to build the configuration, adjust it when requirements change and create the quote. Keep complex exceptions with your senior team.

Get a Demo
frame-phone-v1

Who this is for

Inside sales, application engineering and sales operations teams who take the quotes the field cannot finish.

The problem

Even experienced reps spend time checking compatible options and revising a configuration before it is ready to quote. Unclear requirements and unusual combinations add calls to engineering and more back-and-forth with the customer.

87% of dealer reps already take more than 30 minutes per quote. The survey does not measure internal sales-desk turnaround. 

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

Current
Email and attachments
internal team recreates the request
Proposed
Partial configuration and answers
internal team reviews the exception

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

How it works

01

Review

The desk opens the configuration the dealer or website started, with the answers already captured.

02

Configure

They adjust what needs adjusting, inside the rules, without rebuilding from scratch.

03

Price

Pricing runs at the internal level, with the discounting your role model allows.

04

Quote

The quote goes back to the dealer, and the configuration goes to your systems.

What changes

improving
Before An escalation arrives as an email and an attachment.
After It arrives as a partial configuration with the answers already captured.
document
Before A senior engineer rebuilds the quote to check it.
After The engineer reviews a configuration the rules have already validated.
globe
Before Product knowledge depends on a few employees.
After Those employees capture it in the shared rule set.

What you need in place

CPQ Champion

A decision about which configurations may reach the desk, and which the field has to finish.

Rules Watchdog

Role-based pricing visibility, agreed with finance.

Patterned Blueprint

A named owner for investigating rule gaps and testing corrections.

Review Process

A review process that separates missing customer information from a product exception, so the request reaches the right specialist.

Make your product easier to sell

Request a demo with our team. We'll show you AI-native CPQ in action and discuss how Threekit can help make your complex products easier to configure, quite, and sell

Get a Demo