Core Concepts
Understand the main WinFactor terms and how they fit together
Core Concepts
WinFactor uses a few core concepts throughout the product. If those terms are clear, the rest of the workflow becomes much easier to follow.
Templates
A template is the reusable product configuration you publish for customers.
Templates define:
- dimension constraints
- components such as windows, doors, panels, and separators
- the default layout
- selectable options and finishes
- pricing rules, if you enable pricing
Think of a template as the controlled version of a product family, not as a single finished quote.
Components
Components are the parts inside a template, such as a window sash, a door leaf, a fixed panel, or a separator.
In older technical docs you may still see the word fragment. In the product and in these public docs, component is the clearer term and matches user-facing behavior more closely.
Layout
The layout decides how components are arranged.
Layouts are built from:
- rows for left-to-right structure
- columns for top-to-bottom structure
- flexible sizes by percentage
- fixed sizes where a section must stay locked
Customers do not add or remove structure. They work within the structure you publish.
Separators
Separators are the draggable dividing lines customers use to resize the layout. When a separator stops moving, it usually means one of the neighboring sections has reached a minimum or maximum constraint.
Options and finishes
Options are selectable upgrades or feature choices such as glass type, hardware, threshold type, or security level.
Finishes are material or color choices, often split between inside and outside faces.
Options and finishes can affect price when pricing rules are configured.
Submissions
A submission is created when a customer finishes the configurator and sends their details.
Submissions usually include:
- the chosen template
- overall dimensions
- configuration details
- customer contact information
- notes, if the customer entered any
Submissions are the bridge between configuration and quoting.
Quotes
A quote is the commercial offer you create from a submission.
Quotes contain:
- line items
- subtotal, tax, and total
- validity period
- notes or terms
- version history over time
Customers receive a secure link where they can review the quote online and, if the quote is still valid, accept or reject it.
Pricing rules
Pricing rules tell WinFactor how to calculate price based on the configuration.
Rules can apply at four levels:
- template-wide
- per component
- per option
- per material
Dashboard and public sharing
Your dashboard is where organization users monitor activity, share their public page, and check progress toward the first submission.
Your public organization page is the customer-facing page at your organization URL. It can show your products, company profile, services, gallery, and contact details, depending on what you have configured.
Events and automations
WinFactor emits events such as submission.created, quote.sent, and quote.accepted. Organization users can connect those events to ActivePieces to notify staff, update CRMs, or trigger follow-up actions.