Save a configuration for later

A veranda, floor or new window frame is not always chosen in one evening. If someone wants to discuss it with their partner first, saving a configuration is an easy next step: the visitor saves their product and can return later with the same dimensions, choices and price.

That is different from requesting a quote straight away. The visitor does not have to be ready for a conversation yet. They may simply want to compare options, discuss them or sleep on it without having to start all over again.

Why is saving a configuration easier than requesting a quote?

For many visitors, requesting a quote feels like the next step. They expect you to get in touch and may not be ready for that yet. Especially with a larger purchase, people first want to know whether the chosen option fits both their needs and budget.

A configurator already gives them insight into the choices and the price. Those who are still unsure can save that information instead of leaving the website. That lowers the barrier, because the visitor only needs to enter their email address to continue later.

The difference is simple:

With a quote request, someone asks for follow-up contact about a specific option.
With a saved configuration, someone wants to keep hold of their choices first.
The saved configuration lets the visitor return without entering dimensions, colours and options all over again.

This works particularly well for bespoke products. Someone putting together a patio cover, for example, may first want to discuss at home whether to choose glass roof panels, which colour suits the house and whether sun shading fits within the budget.

How can a visitor configure and save their product?

The configurator summary includes an option to save the configuration. The visitor enters their email address and receives a personal link. That link remains valid for two months.

When they click the link later, the configurator opens again exactly as they left it. The dimensions, selected options and price are still there. They can continue where they left off, adjust their choices or request a quote after all.

The process looks like this:

The visitor configures a product and sees the price update as they go.
On the summary page, they choose to save their configuration.
They receive an email with a link to their own product setup.
They open that link later and continue with the same details.
When they are ready, they send a request from that configuration.

This feature works best when visitors genuinely understand what they are getting as they make their choices. A configurator with price calculation therefore gives them more than just a form; it gives them a starting point for the conversation at home.

What is saved when the customer comes back later?

A saved configuration is not a generic product page. It is that visitor's own setup. That means they do not have to remember which width they entered or which version they wanted to discuss with their partner.

They return to the same:

dimensions;
product choices and options;
price based on those choices;
place in the form where they left off.

This makes saving a product configuration especially useful when a purchase involves many choices. Think of a veranda's width and depth, the roof material, profile colour, side walls and lighting. Starting over often means doubting all over again. Returning to an existing setup makes the next step much smaller.

It is also useful for you that an email address is recorded as a contact signal when someone saves their configuration. Not every saved configuration becomes a request, but you can see how many visitors save one, how many return and how many eventually request a quote.

Practical example: discussing a veranda at home first

Imagine a visitor looking at an aluminium veranda on a Sunday evening. They enter a width and depth, choose a glass roof, anthracite profiles and lighting. The price gives them an idea of the budget, but they want to discuss it with their partner first.

Without a save option, they close the page. On Monday evening, they have to make all the choices again. Perhaps they no longer remember the exact dimensions. Or perhaps they give up because it feels like too much effort.

With a saved configuration, they email themselves the link. At the kitchen table, they open the same setup together. They decide that sun shading is important after all and add it. The price updates immediately. Only then do they request a quote.

The request that reaches you is no longer just a vague question such as: “How much does a patio cover cost?” You can see the dimensions, the selected setup and the price the customer has already seen. That avoids some of the back-and-forth questions.

When is saving a configuration most useful?

This feature is designed for products with a decision period of days or weeks. Especially for purchases over a thousand euros, people rarely decide immediately. They compare, discuss and want to be sure the setup is right for them.

A save option therefore makes most sense when:

your product consists of dimensions, materials and options;
the price depends on the visitor's choices;
customers discuss the purchase with others at home;
a request often comes only after someone has viewed several options.

For simple products that someone orders immediately, this in-between step is less important. But with bespoke work, not requesting a quote straight away is not a rejection. It is often simply a sign that someone is still choosing.

If you also want to reduce uncertainty about how the product will look, an image that changes with the choices can help. For suitable products, a 3D configurator for bespoke products can show dimensions, colour and options live. The saved link then gives the customer time to look at that setup again at home.

What is the difference between saving and requesting a quote?

A saved configuration is explicitly not a quote request. The visitor does not receive a final quote, but saves a setup with the price they saw at that time. That is exactly what makes the step feel less significant.

If they then send a request, that configuration comes in with the details they entered. The price is based on the same pricing rules as in the configurator. Special situations you cannot assess online can still be discussed when you get in touch or when you take measurements.

So you do not have to force visitors to make a decision immediately. Give them a way to come back in their own time. That better reflects how people actually make major purchases.

Want to see how you can give visitors more room to choose without having to follow everything up manually? Get started and discover what Klantly can mean for your business.

Save a configuration: let customers continue later