Core Concepts

WinFactor is built around a few key concepts that work together to streamline your quoting process. This guide explains each concept in detail.

Templates

A template is a reusable product configurator that defines what customers can configure. Think of it as a blueprint for a product category.

What Templates Define

• Dimension constraints: Minimum and maximum width/height in millimeters
• Section types: The components that make up the product (windows, doors, panels)
• Layout structure: How sections are arranged (rows and columns)
• Selectable options: Features customers can choose (glass types, locks, handles)
• Pricing rules: How prices are calculated based on configuration

Example

A "Sliding Door System" template might allow:

• Width: 1500mm to 4000mm
• Height: 2000mm to 2800mm
• Sections: Door panels and fixed glass panels
• Options: HR++ glass, safety glass, multi-point locks
• Pricing: Base frame cost + glass per m² + option surcharges

Layout System

Templates use a hierarchical layout system to define product structure.

Components

Section Fragments are the building blocks - the actual component types like windows, doors, or panels. Each fragment type has:

• Name and type (window, door, panel, separator)
• Its own dimension constraints (min/max width/height)
• Default dimensions

Layout Nodes arrange fragments in a tree structure:

• Rows: Horizontal containers
• Columns: Vertical containers
• Nodes can be sized by percentage (flexible) or fixed millimeters

How It Works

A layout alternates between rows and columns:

Root (Row)
├── Column A (60%)
│   └── Window Section
└── Column B (40%)
    ├── Row 1 (50%)
    │   └── Fixed Panel
    └── Row 2 (50%)
        └── Door Section

This creates a product with a large window on the left, and a fixed panel above a door on the right.

Fragment Options

Fragment options are selectable features that customers can add to their configuration.

Types of Options

• Glass types: HR++ glass, safety glass, tinted glass
• Hardware: Lock types, handle styles
• Features: Ventilation grilles, blinds integration

Option Groups

Options can be grouped for mutual exclusivity. For example, in a "glass_type" group, the customer can only select one: standard, HR++, or safety glass.

Pricing Impact

Each option can have associated pricing rules. When a customer selects "Safety Glass", a per-option pricing rule can add a surcharge.

Materials and Colors

Materials define the finishes and colors available for products.

Properties

• Type: Material or color
• Side: Inside, outside, or both
• Name and code: Display name and internal identifier

Example Colors

• RAL 9010 White (inside/outside)
• Anthracite Grey (outside only)
• Oak Wood Effect (inside only)

Colors can have associated pricing rules for surcharges.

Submissions

A submission is created when a customer completes a configuration and submits their request.

What Submissions Contain

• Customer information: Name, email, phone, optional company details
• Configuration: Dimensions, selected layout, chosen options, colors
• Template reference: Which template was used
• Status: New, Quoted, or Closed

Submission Lifecycle

1. New: Customer submits configuration
2. Quoted: You create and send a quote
3. Closed: Quote is accepted (or manually closed)

What You Can Do

• View the visual layout preview
• See all customer selections and specifications
• Create a quote from the submission
• Contact the customer directly

Quotes

A quote is a formal price offer sent to a customer based on their submission.

Quote Components

• Quote number: Unique identifier (e.g., Q-2026-0001)
• Version: Increments when you edit and resend
• Line items: Individual priced components
• Pricing: Subtotal, tax rate, tax amount, total
• Validity: Expiration date
• Notes: Project-specific information
• Terms: Payment and delivery terms

Line Items

Each line item includes:

• Description
• Quantity
• Unit price
• Total
• Item type (window, door, material, labor, etc.)

Line items can be auto-generated from your pricing rules or entered manually.

Quote Lifecycle

Customer Actions

When customers receive a quote email, they get a secure link to:

• View the full quote with pricing breakdown
• See the visual layout of their configuration
• Download a PDF version
• Accept the quote (with optional signature)
• Reject the quote (with optional reason)

Pricing System

WinFactor's pricing system calculates prices automatically based on rules you configure.

Pricing Levels

1. Template-wide: Applied once to the entire configuration

   • Example: Base frame price, overall handling fee

2. Per-fragment: Applied to each section of a specific type

   • Example: Glass pricing per m² for each window

3. Per-option: Applied when customer selects specific options

   • Example: Safety glass surcharge when selected

4. Per-material: Applied for color/material selections

   • Example: Premium color surcharge

Calculation Types

WinFactor includes predefined calculation formulas:

• Area: Price per square meter or centimeter
• Running meter: Price per meter of perimeter
• Fixed: Flat price regardless of size
• Tiered: Different rates based on size thresholds
• Percentage: Percentage of another amount

Real-Time Pricing

When pricing rules are configured, customers see prices update in real-time as they configure their product.

For detailed setup instructions, see the Pricing Rules Guide.

Events

Events are notifications triggered by actions in WinFactor. They power automations and integrations.

Event Types

Using Events

Events can trigger:

• Email notifications to your team
• Slack or Teams messages
• CRM updates (HubSpot, Salesforce, Pipedrive)
• Custom workflows via ActivePieces

See the ActivePieces Integration guide for setup instructions.

Next Steps

• Quick Start - Create your first template and quote
• ActivePieces Integration - Set up automated workflows