Case Study · 24

Montamo Portal

Project Configurator

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Case 24MP

Project Configurator

Montamo Portal

Project Overview

A specialized partner and contractor portal engineered for clean-energy installations, modular building solutions, and heat pump infrastructure across Europe.

Key Challenges & Objectives

Technical field sales engineers struggled with complex hardware compatibility rules, resulting in quoting errors. The portal required a guided 3D product configurator and instant quotation generation.

Architecture & Implementation

Constructed with Next.js, Elfsquad CPQ (Configure, Price, Quote) API integration, Notion API as a headless technical documentation knowledge-base, and multi-language support (German, English, Dutch).

Core Features & Deliverables

  • Guided Hardware Configurator: Multi-variable engineering logic validating hardware specs, electrical capacity, and modular compatibility in real-time.
  • Instant Branded Quotations: Automated generation of formal PDF commercial proposals with line-item pricing and technical blueprints.
  • Headless Technical Docs: Real-time integration with Notion knowledge base delivering verified installation schematics to field contractors.
  • Contractor Role Dashboards: Multi-tenant portal allowing distributor partners to manage lead pipelines, active builds, and technician assignments.

Business Impact & Results

Reduced technical quotation turnaround time from 48 hours to under 5 minutes during client meetings, increasing proposal close rates by 27%.

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