Guide
How to quote a pergola in 7 steps
A reliable pergola quote starts with one connected record — site measurements, selected options, pricing inputs and approval status. This guide walks through every step from qualification to a customer-ready PDF without relying on unverified conversion benchmarks.
Evidence note: workflow times and close rates vary by catalog and sales process. Configurix does not publish an aggregate benchmark here until its cohort, date range and calculation method are approved.
Step 1: Qualify the lead
Before the site visit, confirm budget range, installation timeline, attached vs free-standing, and whether the customer wants motorization. A 5-minute call avoids a wasted visit.
Step 2: Measure the site
Capture footprint (width × projection), available height, attachment surface (wall, roof, ground), wind exposure and the nearest electrical supply. Photograph all four sides of the patio.
Step 3: Pick a pergola model
Match the brief to a model: bioclimatic louvre for sun + rain control, retractable fabric for budget-conscious shade, cantilever for unobstructed view, attached for wall mounting, free-standing for open gardens.
Step 4: Configure options in 3D
In a pergola configurator, set dimensions, then add motorization, LED lighting, sliding screens, heaters, sensors, blade orientation and RAL colour. The 3D scene updates live so the customer sees what they're buying.
Step 5: Show AR preview on the patio
When your product setup supports a validated AR view, place the configured pergola on the customer's patio and confirm scale and clearances on the device. Treat AR as a decision aid, not as a substitute for a measured site survey.
Step 6: Generate the branded PDF quote
Click once to produce a PDF with renders, dimensioned drawings, itemised price, payment terms, lead time and offer validity. Send by email or WhatsApp before leaving the site.
Step 7: Follow up on a schedule
Agree the next step before leaving the visit, then schedule concise follow-ups around the customer's decision date. Measure the cadence against your own CRM instead of relying on an uncited industry average.
FAQ
- How long does it take to quote a pergola?
- The time depends on catalog complexity, measurement quality and approval rules. A configured workflow can keep selection, pricing and document preparation in one session; benchmark it against your current process during a demo before setting a public time-saving target.
- What should a pergola quote include?
- Customer details, pergola model and dimensions, all selected options (motorization, lighting, screens, sensors, RAL colour), 3D renders, dimensioned drawings, itemised price, VAT, installation cost, payment terms, lead time, offer validity and warranty terms.
- How do I price a custom pergola?
- Use a configurator with the manufacturer's catalog loaded. Each option (blade, motor, LED metre, screen square metre) is priced and totals automatically. Manual pricing in a spreadsheet is the largest source of margin leakage in pergola sales.
- Should I quote on the first visit or after?
- Prepare as much of the quote as the site information safely supports. If measurements, engineering checks or supplier prices still need review, explain what remains and give the customer a specific delivery time rather than forcing an unreliable same-visit quote.