Kit & Bundle Configurator (Simple CPQ): Stop Quoting Bundles With Missing Parts

The problem this kills

Configurable products are where quotes go to die. Someone in inside sales picks a base unit, adds a couple of options from memory, and types a price into the quote. Three weeks later the order ships and a critical mounting bracket is missing, an incompatible voltage option got selected, or a required accessory was never added — and now you're eating a return, a rush ship, or an angry customer.

The rules live in people's heads and in a tribal-knowledge spreadsheet: "Option A requires Option C," "you can't have the 240V motor with the standard cord," "every Pro kit needs the install hardware." New reps don't know them. Veteran reps forget them under deadline. And nobody catches it until fulfillment, when it's expensive.

You don't need a six-figure CPQ ("configure, price, quote") platform to fix this. You can build a focused tool this weekend — no developer required — that knows your rules, refuses to produce a broken configuration, prices it correctly, and makes a human sign off before it becomes an order line.

What you'll build

A web app where your team configures bundles safely:

• Pick a base + options from your real catalog, with options grouped the way your team thinks about them.
• Rules enforce valid combinations — required options can't be skipped, mutually-exclusive options can't both be chosen, and incompatible pairs are blocked with a plain-language reason.
• Automatic roll-up of the full component list (the bundle expanded into every line item) and the total price, pulled from your price master.
• A reviewer approval gate — an application engineer or sales manager confirms the components and price before it can become a quote or order line.
• A clean export of quote/order lines with every component expanded, in the exact columns your order system expects.

What's inside the Implementation Plan

The plan is a complete, paste-and-go runbook for an AI coding agent. Crucially, it opens by interviewing you about your business — your products, your option groups, your real SKU and naming conventions, your pricing, and your messiest rules — so the tool is tailored to how you actually quote, not a generic template. You confirm a short spec before anything gets built.

From there it walks the agent through:

• Loading your bundle/component rules CSV and price master.
• Building the data model around your actual option groups and rule types (required, optional, mutually exclusive, incompatible).
• The configurator screen with live rule enforcement and component + price roll-up.
• The human approval gate and audit trail.
• Duplicate guards keyed on a configuration hash plus quote ID.
• The export that expands each bundle into its component lines.
• A full "No API yet?" fallback so you can run entirely on Sheets/CSV today and export line detail — no integration to your ERP required to ship.

The governance it includes (this is the point)

This isn't a toy. The plan bakes in the controls that make a tool safe to use on real orders:

• Login so only your team can use it.
• Row-level security so people only ever see their own organization's data.
• A complete audit trail — who configured what, who approved it, and when.
• A hard human-in-the-loop approval gate before any configuration becomes a quote/order line — the tool drafts, a person reviews and approves, and only then does it commit.
• Duplicate guards (configuration hash + quote ID) so the same bundle can't be processed twice.

Who it's for

Inside sales, application engineers, and CSRs who quote configurable products — kits, bundles, assemblies, made-to-order packages — and are tired of catching missing parts and bad option combos at fulfillment instead of at quote time.

You've got this — paste the first prompt and let the interview tailor the rest.