Configurix

CAD product configurator

CAD product configurators and design automation.

Connect product choices and rules to browser 3D, technical drawings, CAD automation and agreed production data. Define who owns each output and verify that the same product revision reaches engineering.

3D rendering of white double doors with recessed panels and dark handles.

One governed product definition

Keep product choices, engineering outputs and receiving systems connected to the same configuration revision.

Configuration data

Product IDs, choices and units

Engineering outputs

Formats and approval criteria

Connected records

Agreed payloads and revisions

Three valid meanings of “CAD product configurator.”

Buyers often use one phrase for three different operating models. Defining the model first prevents a fast web configurator from being judged like a native engineering system—or an engineering tool from becoming an unusable customer experience.

Web configurator with governed product data

Products whose sellable geometry can be represented with modules, dimensions, finishes and accessories without regenerating native engineering CAD for every sale.

Browser responsibility
The customer or salesperson configures a lightweight interactive 3D scene driven by accepted product rules.
CAD responsibility
CAD remains the engineering source for approved modules, profiles and technical references.

Connected visual CPQ and CAD automation

Made-to-measure products where a commercial configuration can safely drive approved drawings, derived files or parameterized engineering templates.

Browser responsibility
Configurix governs the buying journey, valid choices, 3D presentation, price context, saved revision and approval state.
CAD responsibility
A connected CAD automation service consumes accepted parameters and generates only the outputs defined in the implementation contract.

Engineering-led configuration with a sales surface

Complex or engineer-to-order systems where engineering rules, CAD automation or specialist calculations must remain authoritative.

Browser responsibility
The customer-facing experience collects requirements, guides preliminary choices and communicates an approved visual state.
CAD responsibility
Engineering software validates or generates the authoritative design before price, delivery or production acceptance is confirmed.

Interactive scope planner

Match the architecture to the product and output.

Select the product behavior and the strongest output you need. The recommendation shows where customer experience can lead and where engineering authority must remain.

Product behavior

Required output

Recommended operating model

Web configurator with governed product data

Products whose sellable geometry can be represented with modules, dimensions, finishes and accessories without regenerating native engineering CAD for every sale.

Model the product

Define typed dimensions, units, ranges and derived quantities once. Reconcile generated visuals and technical outputs at minimum, typical and maximum sizes.

Accept the output

Specify views, dimensions, units, title block, template revision, status and the exact downstream use of the drawing.

Keep the handoff traceable

The accepted configuration creates a structured specification, price, quote and optional BOM or order payload.

Give every decision one authoritative owner.

“CAD is the source of truth” is too broad. CAD can own engineering geometry while a catalogue owns sellable identity, a rule service owns compatibility and CPQ owns price. The integration should connect those authorities without silently duplicating them.

DecisionTypical authorityContractControl
Sellable catalogue and option identityPIM, ERP or product catalogue ownerProduct family, revision, option and component IDsDo not infer commercial identity from a CAD body name or screenshot.
Compatibility and commercial rulesProduct-rule service or governed configurator modelAllowed values, dependencies, exclusions, warnings and stopsOne accepted rule result must drive the UI, price request and output request.
Customer-facing 3D stateWeb configurator bound to accepted configuration dataVisible modules, materials, dimensions, motion and camera stateA realistic scene communicates the product; it is not automatically the manufacturing model.
Commercial price and discountPricing or CPQ servicePrice list, market, account, quantity, services, tax and approval contextCAD mass or area can be an input, but commercial policy still needs an explicit owner.
Engineering geometryCAD, PLM or engineering automation ownerNative model, feature logic, tolerances, drawings and approved derived geometryThe CAD revision used for generation must be recorded with the configuration revision.
BOM and production interpretationERP, PLM, MES or approved mapping serviceParts, quantities, variable dimensions, operations and effectivityA sales BOM, configured order and manufacturing BOM are related but not interchangeable.
Released document or fileNamed output service and approval workflowFile ID, type, template, source revision, status, checksum and retentionA download button should never conceal whether an output is illustrative, review-ready or production-released.

Name the output—and the authority it carries.

A screenshot, configured order, DXF, STEP model and released production package are different deliverables. Each needs its own input, generator, validation and approval status.

Commercial specification

Human-readable choices, dimensions, finish codes, accessories, images, price context and a configuration ID for a quote or CRM record.

Acceptance evidence

Reopen the exact saved revision and reconcile every displayed value.

Configured order payload

Stable product, component, parameter and quantity IDs delivered to ERP, CPQ, PLM or an order service through a versioned contract.

Acceptance evidence

A receiving system acknowledges the same configuration and mapping revision.

2D plan or technical drawing

A scoped PDF, SVG, DXF or other drawing output produced from accepted data or an approved automation template, with dimensions and status defined.

Acceptance evidence

Known dimensions, view rules, title block, units, revision and approval state pass acceptance.

Neutral 3D exchange file

A scoped STEP, IGES, STL, IFC, GLB or other derivative generated for a named downstream use—not a generic promise that every format preserves every feature.

Acceptance evidence

The target application imports representative files and verifies units, geometry, assemblies and metadata.

Native CAD automation result

A model or drawing generated in a specific authoring system from controlled templates, parameters, feature logic and a known software version.

Acceptance evidence

The automation job completes deterministically and the engineering owner approves boundary cases.

Production-released package

The accepted combination of files, BOM, cut or pick data, notes and approvals authorised for the factory or installation team.

Acceptance evidence

Release status, approver, source revisions, checksums and change procedure are retained.

Use a versioned CAD-output contract.

Treat output generation as a durable system integration. The request and response need enough identity to reproduce, diagnose, approve and supersede the result.

Configuration identity

configurationId, revision and lifecycle status

Product context

product family, model, catalogue revision, market and account

Parameter values

stable parameter IDs, typed values, units and accepted ranges

Rule evidence

rule-set revision, warnings, stops, review flags and override authority

Geometry request

template or model revision, coordinate convention and requested output purpose

Commercial context

price result ID, currency, price-list revision and approval status

Output identity

job ID, file ID, format, media type, checksum and storage reference

Generation result

queued, processing, review, failed, accepted or released

Traceability

requested by, generated at, software version, inputs and diagnostic record

Retention and change

expiry, supported reopen period, supersession and rollback behavior

Implement one traceable path from product rules to released output.

Stage 1

Classify the buying and engineering decisions

List every choice the customer, salesperson, product owner and engineer makes. Mark which decisions are safe for self-service, which require review and which only engineering can accept.

Stage 2

Choose the authoritative model for each decision

Assign catalogue identity, rules, pricing, browser visuals, CAD parameters, BOM and release status to named systems. Avoid one vague claim that CAD is the source of truth for everything.

Stage 3

Define stable identities and units

Map products, modules, parameters, materials and outputs with stable IDs. Normalize units, precision, origins and coordinate conventions before connecting interfaces.

Stage 4

Separate presentation geometry from engineering geometry

Decide which visible forms and movements belong in the web scene and which detailed features stay in CAD. Preserve traceable component identity without pushing manufacturing detail into the browser.

Stage 5

Write the output contract

Specify formats, templates, required parameters, job states, errors, review steps, service limits, retention and accepted downstream uses for every generated output.

Stage 6

Connect asynchronous generation safely

CAD and document jobs can outlive a browser request. Use idempotent job creation, authenticated callbacks or polling, timeouts, retry rules and permanent job identity.

Stage 7

Test representative and boundary configurations

Cover minimum, maximum, unusual but valid, invalid, legacy and revised products. Compare UI state, input payload, generated geometry, documents, BOM and reopening behavior.

Stage 8

Release with version and change governance

Bind the accepted catalogue, rule, visual asset, CAD template, output mapping and integration versions. Define who can publish changes and how earlier quotes or orders reopen.

Acceptance tests for a CAD-connected configurator.

A demo proves that one happy path can work. Acceptance proves that identities, boundary values, outputs, revisions and failures remain controlled.

Identity trace

One configuration ID resolves to the exact catalogue, rule, visual, price, CAD-template and output revisions used.

Known dimensions

Minimum, typical and maximum products reproduce approved dimensions and units in browser state and generated outputs.

Invalid state

Unsupported combinations cannot reach a CAD job through either the user interface or a direct API request.

Boundary geometry

Parameter limits, repeated modules, openings, clearances and optional components generate without feature or assembly failure.

Output import

Every promised exchange format opens in the named downstream application and preserves the accepted scope.

Price reconciliation

Any CAD-derived quantity used for price is recorded and reconciles with the accepted commercial result.

Job reliability

Duplicate requests, retries, timeouts and partial failures do not create ambiguous or conflicting released files.

Revision behavior

An earlier quote reopens against its recorded revision or enters a deliberate migration and review path.

Approval boundary

Illustrative, review-ready and production-released outputs are visibly and technically distinguishable.

Access control

Only authorised roles can request sensitive outputs, view engineering files, approve overrides or release production data.

Performance

Browser configuration stays responsive while generation runs asynchronously and communicates real job state.

Change regression

A CAD template, rule, product or mapping change reruns the affected scenario pack before publication.

Where Configurix fits

Keep the customer journey clear while engineering stays governed.

Configurix is white-label 3D product configurator and visual CPQ software. It connects guided configuration, live pricing, saved projects, quotes and structured handoff for manufacturers, product owners, dealers, retailers and installers. When CAD automation, drawings, BOMs or production data are required, those outputs are defined as product-specific integrations with named owners and acceptance criteria.

That boundary matters. Customers should see a fast, understandable product. Sales should receive an accurate commercial record. Engineering should receive controlled parameters—not a screenshot. Production should receive only accepted outputs—not an attractive but unverified scene.

Discuss your CAD and product workflow

The connected record

Validated customer or sales configuration
Stable product, option, parameter and revision IDs
Rules, price result, quote and approval context
CAD or document job identity and status
Accepted output references and downstream acknowledgement
Change history for reopening, revision and support

CAD product configurator FAQs.

Direct answers for product, sales, engineering, ecommerce and IT teams evaluating visual configuration and CAD automation.

Custom software for manufacturers

A configurator up front. Your business connected behind it.

We specialize in complex, configurable and made-to-order products. We build custom software around your catalogue, calculations, permissions, sales process and factory workflows.

Connect your product choices to engineering workflows.

Configurix builds 3D configurators and custom software for complex products. Connect catalogue choices and product rules to enquiries, CRM, appointments, pricing, quotes, bills of materials, jobs, orders and invoicing. Website integration, public content, analytics and connected systems are agreed within your project scope.

CRM and qualified leads

Capture the selected product, dimensions and options with each enquiry. Qualify by product fit, project requirements and commercial readiness, then assign the next action to the right salesperson.

Configurix workspaceQuote revision

New enquiry

CAD product configurators and design automation

Product fit

Qualified

CAD product configurators and design automation

Requirements

Proposal

CAD product configurators and design automation

Next action

Calendars and appointments

Let a configured project continue into a sales consultation, technical review, survey or installation appointment. Connect calendars, responsibilities and reminders to the same customer record.

Configurix workspaceQuote revision
  • 09:00Project review
  • 11:30Technical review
  • 14:00Production planning

Bill of materials and factory data

Map product selections to component codes, quantities, materials and cut lengths. Build the sales or manufacturing BOM your team needs, with revisions and production review rules defined for your products.

Configurix workspaceQuote revision
Bill of materials and factory data
ComponentQuantity
FRM-01Configured components1
PNL-02Materials and quantities1
KIT-03Agreed operations1

Mapped to your product codes

Live prices and branded quotes

Apply your own formulas, price lists, dealer margins and approval rules. Generate a quote containing the saved specification, product images, commercial terms and a clear customer approval step.

Configurix workspaceQuote revision

Quote revision

Your catalogue
Options
Services
Your price rulesBranded PDF

Orders, jobs and production

Carry accepted choices into order lines and assigned jobs. Keep product revisions, required approvals, documents and delivery tasks together so sales and the factory work from the same specification.

Configurix workspaceQuote revision
  1. Accepted quote01
  2. Configured order02
  3. Production job03
  4. Installation04

Invoicing and accounting

Connect accepted orders to deposits, invoice drafts, payment terms and your accounting workflow. Agree which system issues the invoice and how references and confirmed payment status return to the project.

Configurix workspaceQuote revision
Draft invoice

CAD product configurators and design automation

Order referenceCAD product configurators and design automation
Customer—
Payment terms—
Accounting handoff

Built for your website. Connected to your systems.

Launch a branded configurator in your existing website or a custom sales portal. Connect CRM, ERP, PIM, ecommerce, calendars and accounting through available APIs, webhooks or agreed imports. We define the data, permissions and responsibilities for each connection with your team.

  1. 01Your website
  2. 02Configurator
  3. 03CRM & calendar
  4. 04ERP & accounting

Choose the workflows your implementation needs. We build and validate them against your products, documents and target systems.

Discuss your product experience

Connect your product choices to engineering workflows.

Bring one product family, your business rules and the systems you need to connect. We can discuss a 3D configurator and custom software for your commercial and factory workflows.

Tell us about your business

Step 1 of 2 — your details, then pick a time.

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