Excel configurator template
A free Excel product configurator template.
A working configurator in one workbook. Pick a series, a size and the options, and the price, the adders and the rule checks update. No macros or add-ins: every step is an ordinary formula you can read and adapt to your own price book.
Updated
FREE TEMPLATE · EXCEL
Download the Excel product configurator template
- ConfiguratorDropdowns, the size price, adders, a minimum charge and rule checks
- SeriesModels and their size ranges
- Size pricesA width × height grid per series
- AddersOptions with an amount and a unit
- RulesThe same rules, in a form that imports
- Read meHow each formula works and how to adapt it
What’s in the workbook
A Configurator sheet with green input cells, and the four sheets it reads: Series (models and their size ranges), Size prices (a width × height grid per series), Adders (each option with an amount and a unit) and Rules. The example is a hollow metal door with fire labels, cores, vision lites and finishes, with illustrative prices you replace with your own.
How the size price rounds up
Price grids list sizes in steps, and a size between two columns is priced at the next larger one. The template finds that column with COUNTIF(widths, "<"&width)+1, which counts the published widths smaller than the one entered, and does the same for the height. INDEX then reads that cell of the chosen series’ grid, and CHOOSE picks the grid for the series. A size past the last column shows “Size not in the grid”, and an N/A cell shows “Not offered in this size”.
Adders, area and the minimum charge
Each option’s amount comes from SUMIFS on the Adders sheet. When its unit is “per sq ft”, COUNTIFS spots that and the amount is multiplied by the door area, width × height ÷ 144, then rounded to the cent. The price per door is the base price plus the adders, and never less than the $150 minimum in the footnote under the grids.
Rules you can read
Each rule is one cell that returns OK or the reason, such as “90-minute doors allow vision lites up to 100 sq in.”, and turns red when a choice breaks it. Width and height are checked against the series’ size range, and a status cell says whether the door is ready to quote. The rules are examples: use the ones in your own listings and price book.
Adapt it to your price book
Keep widths and heights in inches, in ascending order, so the lookup can compare numbers. Add a series with another grid and one more INDEX inside the CHOOSE formula. Add an option as rows on the Adders sheet, grouped by option, and point its dropdown at those rows. The workbook uses only COUNTIF, COUNTIFS, SUMIFS, INDEX, MATCH, CHOOSE and Data Validation.
When to move beyond the spreadsheet
The template also shows the limits: every new series or option means editing formulas, copies drift apart once they are emailed, and nothing records what was quoted. Upload the same workbook to ReadyVariant and its Series, Size prices, Adders and Rules sheets become a configurator that prices whole schedules and sends branded quotes; the Configurator sheet is left out.
Common questions
Does the template use macros?
No. It uses only formulas and Data Validation, so it opens without security prompts and works in Excel 2010 or later and in LibreOffice.
Can I use it for windows, louvers or grilles?
Yes, with the same structure: a grid or a rate per series, adders with units, and checks. Windows priced by the united inch replace the grid lookup with (width + height) × a rate; the united inch calculator shows the math.
Can I import it into ReadyVariant?
Yes, as it is. The Series, Size prices, Adders and Rules sheets are proposed as a catalog you confirm, the footnotes become a size limit and a minimum charge you choose how to apply, and the Configurator and Read me sheets are left out.
See it with your own data.
Start with one spreadsheet and a result you already know.