Sunroom configurator: how to prepare an implementation that sells
This guide is for manufacturers and distributors of sunrooms and conservatories who are considering their own sunroom configurator on their website. It answers the questions that only come up after seeing the demo: what to prepare on your side, which rules to set up in the engine, how to show the price and where projects like this most often stumble.
Where to start: decisions worth making before the first call
In practice, a sunroom configurator is a digital version of the conversation your sales rep has on the phone today. Before the first screen is built, it is worth deciding which part of that conversation you want to hand over to the customer and which to leave for the site survey and the final quote.
The simplest way is to answer three questions. Which system is your flagship and brings in the most enquiries? Which choices does the customer really make alone (colour, glazing, size), and which does a technician always check? What should happen to the finished configuration: a lead for the sales rep, a PDF for the customer or a preliminary quote straight away? The answers define the scope of the first phase and stop you from building a tool that shows everything but closes nothing.
What data you need to prepare
You do not need ready-made 3D models. What you do need is well-organised product knowledge, which today often lives in your sales reps’ heads or in several spreadsheets. Before you start, gather:
- system drawings or photos of completed projects for every system that is to go into the configurator,
- a list of the sizes you sell: fixed modules or any width and depth within a range,
- your palette of RAL colours and decor finishes, split into standard and surcharge options,
- the roof and wall glazing types, with information on where each one is available,
- add-ons: sliding doors, awnings, lighting, gutters, heating,
- how the price is calculated: per square metre, per module, or a base price plus surcharges.
If your price list is still changing, that does not block the start. It is better to begin with price ranges and refine them in the admin panel than to wait months for the perfect spreadsheet.
Structural rules in a sunroom configurator
A good-looking model is half the job. The other half is the rules that stop the customer from putting together a structure that cannot be built. In a sunroom configurator, we usually define several groups of dependencies:
| Area | Example rule | What you gain |
|---|---|---|
| Size | the permitted width and depth range for a given system | no enquiries about structures you do not make |
| Roof | pitch and roofing type depending on a warm or cold system | the customer does not mix options from two different product lines |
| Glazing | a glass type available only in certain panels | a quote that matches what you will actually install |
| Colour | a wood-effect finish only for selected profiles | fewer corrections at the quoting stage |
| Add-ons | a door or awning that rules out other elements on the same wall | a specification ready for a technician’s check |
You set the limits, because this is your technical know-how. The engine’s job is to enforce them consistently in every configuration, including at 11 pm when nobody in the office answers the phone.
How to show the price without putting customers off
Sunroom manufacturers are often wary of showing a price online, because the final cost depends on the survey, the ground and the installation. That is a fair concern, but showing no figure at all also has a cost: a customer who does not know the order of magnitude puts off the decision or asks five companies at once.
Three approaches work well. An indicative “from” price calculated from the selected options, with a clear note on what it does not include. A price range for the given size and glazing. Or no price on screen and an automatic preliminary calculation attached to the lead for the sales rep. The choice depends on how much your projects differ from one another. The pricing logic can be extended later by connecting the configurator to a quoting tool.
What goes to the sales rep and what goes to the customer
In the demo above, the customer changes the dimensions, roof, glass, doors and profile colour on a single structure and sees the result and the price straight away. In the final implementation, a choice like this ends in a specific record: system, size, colours, glazing, add-ons, contact details and project location. The sales rep starts the conversation by checking the details, not by asking what the customer is looking for.
The customer, in turn, gets a branded PDF with their configuration. It is a document they will show the rest of the household and come back to when comparing quotes. If you work with a dealer network, plan from the start how a lead reaches the right partner, for example by region.
What to watch out for during implementation
- Too many options at launch. A first version with one system and the most popular variants reaches customers sooner and shows sooner what they are really looking for.
- Photorealism at the expense of speed. A heavy model looks great in a presentation and puts people off on a phone. A parametric model, like the one in the demo, starts without downloading a large file.
- A price list locked in the code. Colours, glazing and prices change from season to season, so they must be editable in the admin panel without commissioning a developer to make changes.
- No owner on your side. Someone has to be responsible for keeping the catalogue and rules up to date. Without that, even a good configurator will be showing an outdated range after a year.
- A form without context. If the configuration does not reach the CRM together with the lead, the sales rep still has to call and ask what the customer chose.
How to measure whether the configurator works
It is worth measuring effectiveness on your own data, comparing the period before and after implementation. The simplest indicators are the share of enquiries with a complete specification, the time from enquiry to sending a quote, and the number of configurations abandoned at a particular step. The last one shows where customers get lost: at the size, the roof choice or the contact form.
A sunroom configurator is rarely a finished project. After the first season, you usually know which system to add, which options to simplify and whether it pays to connect pricing directly to your ERP.
If you also sell lighter garden structures, take a look at the garden gazebo configurator. You can estimate an indicative budget with the configurator cost estimator, and we describe our full range of services on the online configurators and presentations page.