AI-Native CPQ for the Way Manufacturers Quote

Reps and dealers should be able to work from the customer's requirements, adjust the configuration and create the quote in one workflow. Threekit uses AI to guide that work.

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Why the workflow needs to change

A legacy CPQ can validate an order while leaving much of the configuration work to the seller. Reps and dealers find the product, check options and revisit selections when the customer changes the request.

That effort affects experienced sellers as well as new users. It delays quotes, adds review cycles and sends routine questions back to product specialists.

In a survey of window and door dealer representatives, 55% reported reworking quotes after building them.
Source: Winsby, 14 September 2026.

What AI-native changes

Requirements become configuration inputs

Start with a description, photo, voice note or spec sheet. Threekit uses the information to guide product selection and asks for missing details.

The workflow responds to changes

Sellers can revise an option during configuration. Threekit updates the affected choices and checks the revised build.

Alternatives are easier to compare

Show compatible products and their prices so the customer can assess the trade-offs.

The same workflow serves more users

Use Threekit with internal reps, dealers and website visitors, with pricing visibility appropriate to each role.

requirement · input

Photo attached

Voice note transcribed

spec sheet — still needed

rep · revising

Can we switch to the 42″ frame in stainless?

comparison

Model A $4,200

Model B $4,850

role · pricing visibility

Rep cost + margin

Dealer dealer price

Website visitor list price

Three responsibilities behind the quote

AI guides the interaction. Your product rules determine valid selections, and your pricing logic determines the price. This is a conceptual responsibility diagram, not a specification of API calls or execution order — AI does not set prices, invent product rules or certify compliance.

AI interprets

Turns the request into configuration inputs and guides the interaction.

Your product rules

Configuration engine checks

Checks selections against your product rules.

Your pricing logic

Pricing engine calculates

Calculates the price using your pricing logic.

Fit and implementation

Threekit supports configurable products with repeatable rules. Deploy it as your quoting system or in front of your current CPQ.

Your team still owns product data, rules and prices. Your team or integrator connects the JSON or XML handoff to downstream systems. Running alongside another CPQ requires a plan for keeping duplicated rules aligned.

Volume pricing, rebates, entitlements, contract pricing, subscription pricing and manufacturing BOM are outside the stated product scope. Review those requirements early.

Sloan builds quotes four times faster.

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Andersen doubled lead conversion.