- Features > Configuration Templates
Configuration Templates
Save proven configurations as reusable templates — so common orders are quoted in seconds and your most complex configurations are never built from scratch twice.
Seconds
To start a quote from a template
Reusable
Templates for common configurations
Consistent
Starting point for complex quotes
The Challenge
The Problem with Rebuilding Configurations from Scratch
In many manufacturing sales organisations, common orders are rebuilt from scratch every time. A rep receives an enquiry for a standard configuration — a product type they quote regularly — and spends 15–30 minutes recreating the same configuration they built last week. This is not just inefficient; it is a source of variation that introduces errors into what should be routine quotes.
For complex products with many configuration steps, building from scratch also creates the risk that the rep makes different choices on this quote than they did on the last one — not because the requirements differ, but because they are relying on memory rather than a defined starting point. Two quotes for nominally identical applications may produce slightly different configurations, leading to inconsistency in what is promised and delivered.
Industries with seasonal demand patterns or repeat customers face a particularly acute version of this problem. The same customer orders the same product annually, but each year the quote is rebuilt manually — with all the associated time cost and error risk. Without a template system, institutional knowledge about common configurations lives in the heads of experienced reps and is lost when they leave.
For manufacturers onboarding new dealers or distributors, the absence of configuration templates creates an additional training challenge. New channel partners must learn to build correct configurations from scratch, increasing onboarding time and the risk of early errors.
How It Works
How Configuration Templates Work in Mercura
Mercura allows any completed configuration to be saved as a reusable template — by the individual rep, by the sales team, or system-wide by your product management team. When starting a new quote, the user selects the appropriate template, which pre-populates the configuration with all the saved selections. The user can then review, adjust, and customise from the template starting point rather than building from scratch. Templates can be organised by product line, customer segment, or application type. System templates can be updated by product management when standard configurations change — ensuring all users start from the current best practice.
What's Included
Key Capabilities
- Save any completed configuration as a reusable template
- Personal, team, and system-wide template libraries
- Template selection at quote creation to pre-populate configuration
- Template customisation — adjust from starting point as needed
- Template versioning — updates reflect current best practice
- Template organisation by product line, segment, and application
- Template sharing across teams and dealer networks
- Template usage analytics — which templates are most valuable
The Difference
Before and After Configuration Templates
- Common configurations rebuilt from scratch on every quote
- Variation introduced into routine quotes from memory reliance
- Repeat customer orders take as long as first-time orders
- Common configuration knowledge lost when reps leave
- New dealer onboarding slowed by manual configuration learning
- Common configurations available as templates in seconds
- Routine quotes consistent — same starting point every time
- Repeat orders quoted in a fraction of the original time
- Common configurations codified in system templates permanently
- New dealers start with pre-built templates for common orders
Real-World Application
Example Use Case: Hydraulic Press Manufacturer
A hydraulic press manufacturer found that 65% of their orders were for one of 12 common configurations that accounted for most of their revenue. Each of these configurations was being rebuilt manually on every quote — an average of 25 minutes each. After creating system templates for these 12 configurations, the average time for standard orders dropped from 25 minutes to under 3 minutes. The rep time saved per month — approximately 180 hours across the sales team — was redirected toward customer prospecting and follow-up activity.
Quote turnaround dropped from 3 days to under 4 hours.
Business Impact
Why Configuration Templates Matter
Configuration templates convert the product knowledge embedded in your best quotes into a reusable institutional asset. They make routine orders faster, reduce variation in standard quotes, and ensure that common configurations are always built correctly from a proven starting point. For manufacturers with repeat customers, standard products, or dealer networks, templates are one of the highest-leverage tools available for improving quoting speed and consistency.
See Configuration Templates in Action
Book a demo to see how Mercura makes common configurations available in seconds as reusable templates.
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