Features

What is inside RulePro

From first choice to signed quote. This is what is inside, and this is how it fits together.

CHANNELS ONE PRODUCT MODEL RESULT Your own sales quotes independently Dealer portal own login and price agreements SEPARATE MODULE Web configurator leads from your own website SEPARATE MODULE The configurator that thinks along ✓ guards all product rules at once ✓ calculates the price as you go ✓ explains why something does not fit ✓ suggests a choice that does fit 3D product configurator watch the product in 3D as you choose SEPARATE MODULE Quote one click, always correct Order agreement becomes an order, changes tracked Bill of materials from the same configuration Documents web and PDF from one template TAKEN CARE OF UNDERNEATH Price lists Accounts & contacts Roles & permissions Template builder per channel, with validity dates customers and quotes together who may do what, per role your documents in your own style
Three channels, one product model, one truth. Whatever you choose and wherever you choose it, quote and bill of materials agree with each other.

The configurator that thinks along

Sales answers questions in a logical order. Meanwhile the system guards all product rules at once. When a choice conflicts, it is not silently blocked. You see why it does not fit and, where possible, you get a suggestion that makes it fit after all. Every value has a known origin: chosen by the customer, enforced by a rule or filled in by the system.

Web configurator separate module

Visitors to your own website put together a build themselves, within the same product rules as your sales team. They request a quote for it and that request arrives fully configured in your inbox. Not a half-filled contact form, but a warm lead with a correct product behind it.

Dealer portal separate module

Dealers get their own login with your products, their own price agreements and only the choices you open up for them. They quote independently without calling you, and what they configure always matches what you can build.

3D product configurator separate module

Pick an option or change a dimension and you see the product move along in 3D. That makes the conversation with the customer concrete. What you see is what gets quoted.

Documents & template builder

Your quotes and product documents come from templates you design yourself, in your own house style, with blocks for text, tables, images and quote lines. The same template produces the clean web view for the customer and the PDF. Design once, look the same everywhere.

Price lists

The commercial team manages prices separately from the product model. Price lists have validity dates and can exist side by side for your own sales, dealers and customer segments. A price increase needs no model change and an open quote keeps the price level it was created with.

From quote to order

When the customer agrees, the quote becomes an order. If something changes after that, you adjust it in a controlled way on the quote or the order itself, with a trail of what changed. So even after the agreement, everything still matches what production will build.

Accounts & contacts

Customers, contacts, quotes and orders live together in RulePro. You see per customer what is running and what was ever quoted. No separate spreadsheet next to your configurator.

Roles, permissions and user management

Everyone works in the same system, but not everyone may do the same. You decide per role who edits models, who manages prices and who only quotes. User management, two-step verification and a trail of who did what and when are built in.

See the features at work, on your own product.

In a demo you configure live, watch the price follow along and see quote, bill of materials and documents come from the same configuration.