A fictional scenario to explain the workflow. No real customer or performance claim is presented.
The starting point
A buyer knows the style they like but has not settled on the footprint or finish. An open-ended enquiry would leave the sales team asking for those details.
The product conversation
The buyer compares dimensions, selects a frame finish, and adds side screens. A visible estimate explains how those choices affect the example total.
The handover
A project brief collects the configuration. The manufacturer can review the selections against the real range, then discuss delivery, installation, and any site constraints.
An illustrative configuration brief
Product: louvered pergola. Preferred footprint: 4.0 × 3.0 m. Finish: anthracite. Requested option: one side screen. The sales review should confirm roof and screen compatibility, the site setting and which delivery or installation items are excluded from the estimate. These are hypothetical selections, not an approved product specification.
What the next person needs
Keep the selections, assumptions and unresolved questions in one brief. Agree who reviews it and what the next conversation should resolve. A useful configuration reduces repeated explanation while preserving the product and site checks that still need a person.