Product Configurator

Configure complex product pricing with multi-platform support, feature selection, and automatic quote generation.

The Product Configurator lets you build precise pricing for complex product offerings. Select a product, choose platforms, pick features, and set license terms — the system calculates pricing in real time. Configurations are linked to deals and can be converted directly into quotes.

Opening the Configurator

The configurator is accessed from within a deal.

1
Open a Deal and go to the Quotes tab.
2
Scroll to the Product Configurations section.
3
Click + New Configuration to start the wizard.
4
If your organization has multiple product lines, you'll first select which product line to configure.

Step 1: Select Product

Choose the product you want to configure from the available product line.

1
Each product shows the number of platforms available.
2
Click the product to select it.
3
Click Next to continue.

Step 2: Select Platforms

Choose one or more platforms for the product. Platforms are grouped by category (Desktop/Server, Mobile, Web).

1
Check the platforms you want to license.
2
Platform versions and UI availability are shown next to each option.
3
The Price Summary on the right updates as you add or remove platforms.
4
Click Next to continue.

Step 3: Select Features

Choose the features to include. Standard features are pre-selected. Add-on features increase the price based on their weight.

1
Standard features are checked by default.
2
Toggle Add-On features on or off. Each shows its pricing weight.
3
Features marked with a Royalty badge will add an annual royalty charge.
4
Some features are only available on certain platform categories — unavailable features are automatically hidden.
5
The Price Summary updates in real time as you toggle features.

Step 4: License & Deployment

Set the license type, quantity, and optional discount.

1
Enter a Configuration Name (auto-suggested based on product and platform).
2
Select a License Type — options vary by platform (Per User, Server, Annual Use, etc.).
3
Set the Number of Users/Units.
4
Optionally enter a Discount % to apply to distribution fees.
5
Check Floating License if applicable (applies a premium multiplier to distribution fees).
6
Review the Price Summary which shows the complete breakdown.
7
Click Save Configuration to finalize.

Price Summary

The price summary panel shows a real-time breakdown of all charges. It updates automatically as you modify selections.

1
Technology Access Fee — one-time access fee per platform.
2
Distribution Fees — per-user or per-server licensing based on your selected license type and quantity.
3
Annual Maintenance & Support — calculated as a percentage of the license total, with one line per platform.
4
Royalties — annual fees for features like OCR or PDF/A Compliance, if selected.
5
Year 1 Total — the full first-year cost including all fees.
6
Annual Recurring — the ongoing annual cost (M&S + Royalties).

Managing Configurations

Existing configurations appear in the Product Configurations section of the deal's Quotes tab.

1
Click Edit (pencil icon) to re-open the wizard and modify selections.
2
Click Delete (trash icon) to remove a configuration.
3
Finalized configurations cannot be edited — they must be deleted and recreated.

Generating Quotes from Configurations

Convert your product configurations into a formal quote with one click.

1
In the Product Configurations section, click Generate Quote from Configurations.
2
This collects all line items from all configurations on the deal.
3
A new Quote form opens pre-populated with the generated line items (OTTAF, Distribution, M&S, Royalties).
4
Review and adjust the quote as needed, then Save.
5
Each quote line item retains a link to its source configuration.
You can create multiple configurations per deal — for example, one for PDF SDK on Windows and another for PDF SDK on Web. When generating a quote, all configurations are combined into a single quote.
Pricing automatically applies volume discount tiers based on the number of users or servers. Higher quantities get better per-unit pricing. Your administrator can customize the volume tiers in Settings → Configurators.
Product configurations also feed into contract generation. The {{Config.Details}} merge tag in contract templates renders the full Schedule A (SDK, platforms, features, license terms) for each configuration. Individual tags like {{Config.sdk_name}}, {{Config.platforms}}, and {{Config.features}} are also available.

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