Documentation

What is SalesCFG?

SalesCFG is a product configurator platform. You define categories, options, pricing rules, and dependencies in a visual builder, then embed the configurator on your website so buyers can configure products and request quotes. Quotes, documents, team access, and billing are managed from one dashboard.

Quick start

Most teams go live in three steps — the same checklist in your dashboard.

1. 1

   Create a configurator

   Add categories and options, set prices, and define incompatibilities or dependencies in the builder.

   Go to dashboard
2. 2

   Allow your website domain

   Add the domains where the embed will run. Requests from other origins are blocked for security.

   Account settings
3. 3

   Embed on your site

   Copy the script snippet from the embed page, paste it into your site, and test quote submission.

   Embed page

What you can do

• Visual configurator builder

  Categories, options, images, dependencies, incompatibilities, and CSV import for bulk setup.

• Embeddable buyer experience

  Script-based embed for any site, with framework examples for React, Next.js, Vue, Svelte, and WordPress.

• Quote workflows

  Collect buyer details, snapshot pricing at request time, and notify your team and the customer by email.

• Branding & behavior

  Per-configurator theme, currency, quote form fields, and behavior flags like require email or show total.

• Documents & PDFs

  Build templates with the template editor and generate product documents from a configuration.

• Team, distributors & billing

  Invite team members, optional distributor price overlays, and subscription limits via Stripe.

Key concepts

Terms you will see across the dashboard, embed code, and API.

Configurator

A configurable product experience. Each has a unique publicId used in embed URLs and API calls.

Public key

Client-level identifier sent with embed and public API requests. Safe to use in browser code.

API key

Secret key for server-side integration. Never expose it in frontend code.

Allowed domains

Hostnames permitted to load your embed. Prevents unauthorized sites from using your configurators.

Quote

A buyer request with selected options, captured price snapshot, and customer contact details.

Distributor

Optional partner context that can apply pricing overlays when passed to the embed.

Guides

Deep dives by topic. Start with embedding if you are going live on a website.

How it fits together

1. 1

   Build options and rules in the configurator admin

2. 2

   Publish and embed on your allowed domain

3. 3

   Buyer configures and submits a quote

4. 4

   Your team receives email; quote is stored in the dashboard

5. 5

   Optional: generate branded PDFs from templates