Case Story · Door Industry

How CDF Distributors Automated Their Quote Process With Custom Software

From hours-long manual quotes to instant online pricing — the story behind CDF's custom door designer and what other distributors can learn from it.

CDF Distributors online door configurator and quote builder
CDF Distributors' custom door designer — live at cdfdistributors.com/probuilder

When Wayne Foreman, CEO of CDF Distributors, looked at his sales process in 2019, the math didn't work. His team was spending hours on each quote — manually calculating pricing across industrial door configurations, frame options, hardware packages, and finish combinations. Leads waited. Errors happened. And the follow-up process depended on sales reps remembering to call back.

CDF needed online pricing and quoting to become a core part of how it sold. Its product logic called for a purpose-built workflow, so the company partnered with Infitics to build one.

The Problem: Manual Quoting at Scale

CDF Distributors supplies industrial and commercial doors with a product catalog that spans hundreds of configuration options. Every quote required a sales rep to:

  • Identify the correct door type, size, and material for the application
  • Calculate frame and hardware compatibility manually
  • Apply customer-specific pricing tiers and volume discounts
  • Generate a PDF quote and email it to the prospect
  • Track follow-ups across email, phone, and spreadsheets

The named client account describes quote work that took hours and a sales cycle spread across manual steps. That is the baseline the platform was designed to change.

The Solution: A 12-Step Door Configurator

Infitics built a custom door configurator software platform — a 12-step online door designer where customers configure their own industrial doors, see real-time pricing, and receive instant PDF quotes.

Behind the configurator, a full order management system handles lead capture, automated follow-ups, payment processing, shipment tracking, and QuickBooks synchronization. The entire sales cycle — from first website visit to paid order — runs through one platform.

Key technical decisions:

  • Custom pricing engine encoding CDF's business rules for every product combination
  • Hardware compatibility validation preventing invalid configurations
  • Stripe integration for online payment processing
  • QuickBooks sync for automatic invoice generation
  • Automated email sequences for lead nurture and order updates

The Published Outcome

The named client statement supports the operational change from manual quote work to a connected lead-to-payment workflow:

  • Guided configuration carries the selected product details into the quote
  • Connected follow-up and payment keep the customer journey in one workflow
  • Central pricing rules give the customer and internal team the same product logic
  • QuickBooks integration connects the resulting transaction with accounting

"The door builder and quote system completely automated our process from lead generation to payment processing. What used to take hours now happens automatically. The software handles everything — quotes, follow-ups, payments. It's exactly what we needed."

— Wayne Foreman, CEO, CDF Distributors

What Other Distributors Can Learn

CDF's story isn't unique to industrial doors. Any distributor quoting complex configured products faces the same manual bottleneck. The pattern that works:

  1. Start with the configurator — solve quoting pain first, add ERP modules later
  2. Encode your pricing rules — don't replicate spreadsheets; build business logic into software
  3. Automate the full cycle — quoting alone helps; quoting + payment + accounting sync transforms operations
  4. Choose a partner with door industry experience — generic developers underestimate product complexity

For a deeper technical breakdown, see the full CDF Distributors case study. For guidance on evaluating your own project, read our commercial door software buying guide.

Visit the Live Platform

CDF's door designer is live and taking orders today: cdfdistributors.com/probuilder. Configure an industrial door, watch pricing update in real time, and see what custom door configurator software looks like in production.

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