Product configuration software · 3D configurator platform

Product configurator software. Every step connected.

Name: Configurix Product Configurator and Product Configuration Software
Brand: Configurix

Configurix combines product configuration software with a visual product configurator platform. Governed choices, interactive 3D, live pricing, branded quotes and project data stay connected so customers, sales teams and dealers define the same valid product.

Configure your product with us Website configurator guide

Saved configuration

Customer project

Valid product

Updated

Rules

Passed

Price

Calculated

Quote

Connected

CRM

Saved

Handoff

Defined

The visible product, its permitted choices and the commercial record share one configuration ID.

Clear definition

What product configurator software actually does.

Product configurator software helps a person define a product from controlled choices. The simplest tools select a fixed variant. More capable configurators understand dimensions, product structure, compatible components, required options and commercial rules. They guide the user through what the business can sell instead of presenting a blank design canvas.

Configurix adds a connected visual and workflow layer. The choices that update the 3D product can also calculate price, save a specification, create a branded quote and pass approved data into the next project system. This makes the configurator useful before, during and after a sales conversation—not only while somebody changes a colour on screen.

The exact implementation follows the real catalogue. A business can start with one focused customer-facing product, or build a white-label platform serving multiple brands, regions, dealer accounts and operational outputs.

Category language

Different buyer words. One product system to evaluate.

Product configurator software, product configuration software and product configurator platform are overlapping terms—not proof of identical capability. Use the definitions below to turn search language into working acceptance questions.

Product configurator software

The broad buyer category for software that guides people through permitted product choices and produces a saved configuration.

Verify: Confirm whether the tool controls real dimensions, dependencies and outputs or only changes presentation options.

Product configuration software

Usually the same category, with more emphasis on the product model, rules, validation and structured configuration state behind the interface.

Verify: Ask where rules live, how a valid state is identified and how catalogue changes are versioned and tested.

Product configurator platform

A shared product backbone that can power customer, salesperson, dealer, ecommerce and operational experiences instead of one isolated configurator page.

Verify: Test channel reuse, role and market context, saved revisions, publishing controls, integrations and support ownership.

3D product configurator

A configurator whose visible geometry, materials or components respond to selections. The 3D scene may be static-part, modular or parametric.

Verify: Check that every important visual change maps to the same structured state used for price, quote or order data.

Visual CPQ

Configuration joined to commercial price and proposal rules, with a visual representation helping the buyer and seller understand the selected product.

Verify: Recalculate boundary cases and prove that the quote references the accepted configuration ID and revision.

Product customizer

Often a simpler experience for independent choices such as colour, text, artwork or a small set of accessories. Some products need no deeper rule engine.

Verify: Decide whether personalization is enough or whether product validity, dimensional logic, pricing and downstream data are also required.

Connected architecture

Six layers make a configurator commercially useful.

A strong visual experience matters, but reliable product configuration depends on the data, rules and outputs behind it. Each layer needs an owner and acceptance evidence.

Product catalogue

Organize product families, structures, dimensions, materials, finishes, accessories and market availability in a governed catalogue rather than scattered documents.

Configuration rules

Define minimums, maximums, dependencies, exclusions, required selections and review conditions so users are guided toward permitted product variants.

Interactive 3D

Connect geometry, components and materials to the selected configuration so the visible product and the structured specification change together.

Price calculation

Apply price lists, formulas, quantities, installation, tax, discount permissions and market rules to the same selections that define the product.

Quotes and approvals

Turn a saved configuration into a branded proposal with the chosen product, commercial terms, imagery and the next action for the customer.

Project data

Keep customer context, configuration ID, revisions, price, documents and scoped order or operational output connected after the first enquiry.

Platform operating model

What turns one configurator into a reusable platform.

A product configurator platform must keep product truth reusable across people, channels and releases. These six responsibilities are separate from how polished the first 3D demo looks.

Canonical configuration state

One structured record holds the product family, selections, derived values, validity, market context, price reference and revision—not only a screenshot.

Acceptance evidence: Open a saved project and reproduce the same state from its ID and revision.

Channel-specific experiences

A public website, authenticated customer account, dealer portal and salesperson workspace can present different controls while using the governed backbone.

Acceptance evidence: Run one representative configuration through every required channel and compare the resulting record.

Role and market context

Permissions, catalogue availability, price visibility, language, currency, tax and next actions can vary by user, account, brand or region.

Acceptance evidence: Test the same product as a customer, dealer and internal user in two materially different markets.

Governed catalogue publishing

Products, rules, prices, translations and assets move through defined ownership, preview, review, release and rollback steps instead of changing silently.

Acceptance evidence: Publish a controlled catalogue change and verify new, open and accepted projects behave as agreed.

Integration contracts

Stable identifiers and documented payloads connect configuration to CRM, ERP, PIM, ecommerce, documents, order processing or optional production outputs.

Acceptance evidence: Inspect success, rejection, retry and reconciliation behavior with a representative downstream payload.

Observability and support

Events, errors, failed calculations, integration status, release history and ownership make the live product system diagnosable after launch.

Acceptance evidence: Trigger a controlled failure and show where it appears, who is alerted and how the affected project is recovered.

Who it serves

Not only manufacturers.

Configurix can be adapted to the company that owns the product, the partner who sells it and the team that measures, quotes or installs it.

Explore the manufacturer configurator guide

Manufacturers and product owners

Control how a configurable range is represented across direct sales, websites, showrooms and dealer networks. Product rules and approved commercial data can remain consistent while presentation varies by audience or market.

Dealers and distributors

Give channel partners a guided way to select valid products, use the right catalogue and price list, save customer projects and request or generate the documents permitted for their account.

Retailers and ecommerce teams

Add visual product configuration to a website journey without reducing complex products to a flat list of variants. Customers can explore meaningful choices and continue with purchase or quote-request actions.

Installers and project-based sellers

Capture the dimensions, options, site context and customer decision needed for a made-to-measure project, then continue toward survey, quote, scheduling and installation handoff.

Showrooms and sales consultants

Use one visual workspace during a consultation, compare alternatives with the customer and preserve the selected design instead of reconstructing it later from handwritten notes.

Multi-brand and multi-market groups

Separate catalogues, branding, languages, currencies, tax, price visibility and permissions while maintaining shared governance for reusable product and workflow components.

Configurable product categories

One platform can represent very different products.

The interface can feel consistent while every catalogue keeps its own dimensions, structures, options, prices and downstream data.

Isolated illustrative aluminium pergola product render

Pergolas

Bioclimatic, retractable, fixed, timber, attached, freestanding and multi-bay systems.

Isolated illustrative glass veranda product render

Verandas

Frames, glass roofs, side walls, sliding doors, drainage and made-to-measure layouts.

Isolated illustrative modern entrance-door product render

Doors

Openings, constructions, panels, glass, hardware, security choices and finishes.

Isolated illustrative coordinated fence and gate product render

Fences and gates

Runs, panels, posts, pedestrian gates, sliding gates, motors and entrance systems.

Isolated enclosed anthracite garden-office product render, front angle

Garden rooms

Footprints, structures, roofs, cladding, insulation, glazing, doors and services.

Isolated illustrative double-bay carport with solid roof and storage

Carports

Single, double, attached, freestanding, storage and solar-ready configurations.

Connected journey

From catalogue choice to reusable project data.

The steps can appear as self-service, guided selling or an internal workflow. The product record stays recognizable as responsibility moves from one person or system to another.

Catalogue

Start from an approved product family

The user begins with a real range, system or base model. Market, account and role can determine which products, dimensions and options are available.

Configure

Define the product through guided choices

Dimensions, components, materials and accessories update inside the permitted rules. The user receives immediate feedback when another selection becomes required, unavailable or review-only.

Visualize

See the selected variant in 3D

Geometry and materials respond to meaningful configuration data. Desktop, tablet and mobile journeys can present controls differently while preserving the same governed product logic.

Price

Calculate the commercial result

The configuration can drive a visible price, price range, dealer calculation or internal review. Price behavior follows the implemented lists, formulas, permissions and approval rules.

Quote

Save the design and create the next document

The selected product, customer context, imagery and calculation become a reusable project. A branded proposal or quote request continues from that record instead of restarting the job.

Handoff

Move approved data into the next system

Defined fields can continue to CRM, ERP, ecommerce, order processing, scheduling or production. Each output is scoped and tested separately from the visual model.

Tool comparison

Viewer, configurator, visual CPQ or CAD?

These categories overlap, but they solve different problems. Compare the product data and output required—not only the label used by a vendor.

Tool type	Primary job	Best fit	Question to test
Variant selector	Choose from fixed SKUs or simple attributes	Useful for standard products with little dependency logic	Does it need dimensions, compatibility rules or a saved specification?
3D viewer	Rotate and inspect an existing model	Useful for visual presentation and product understanding	Do selections change structured product and commercial data?
Product configurator	Create a permitted variant from rules and options	Useful for option-rich and made-to-measure products	How are invalid, required and review-only combinations handled?
Visual CPQ	Configure, calculate price and create a proposal	Useful when product, price, discount and quote rules must stay connected	Does the approved configuration remain the source of the quote?
CAD or 3D modeler	Create geometry and documentation with broad freedom	Useful for design and engineering work	How will repeated sales follow a governed catalogue and workflow?

Requirements checklist

Define what “working” means before comparing demos.

A credible evaluation uses your product, commercial rules, users and outputs. This checklist turns a broad software search into an acceptance conversation.

Product scope

Families, systems, layouts and market-specific ranges required for the first release.

Dimension model

Inputs, limits, increments, derived values, modules, bays, openings and measurement units.

Compatibility logic

Required, optional, excluded, dependent and review-only combinations.

3D behavior

Geometry changes, materials, component placement, camera views and representative boundary cases.

Pricing

Lists, formulas, quantities, installation, delivery, tax, currency, discount and approval permissions.

Audience and access

Public customer, salesperson, dealer, administrator and market-specific capabilities.

Documents

Quote, specification, approval, order and other templates with exact required fields.

Integrations

CRM, ERP, ecommerce, PIM, scheduling, API, webhook and file-exchange responsibilities.

Operational output

BOM, component quantities, order data or production fields and their acceptance examples.

Ownership and maintenance

Who can change products, options, prices, translations and publishing status after launch.

Implementation

Build the smallest complete product journey first.

The first release should connect a useful product scope from selection to the agreed next system. Adding every catalogue before one complete path works creates depth without proof.

Catalogue discovery

Map representative products, edge cases, pricing inputs, documents, users and downstream systems before choosing the first release boundary.

Product and rule model

Translate catalogue knowledge into structured families, dimensions, components, dependencies and commercial logic with named owners for unresolved decisions.

3D asset preparation

Prepare geometry, materials, parametric behavior, component positions and performance budgets for the chosen devices and customer journey.

Experience design

Design the selection sequence, guidance, terminology, price visibility, save actions and role-specific controls around how people actually buy and sell the product.

Workflow and integration

Connect the saved configuration to the agreed customer, quote, approval, CRM, ERP, order or operational handoff instead of treating the 3D view as a standalone page.

Acceptance testing

Test representative, minimum, maximum, incompatible and commercially sensitive configurations. Visual accuracy, price calculation and each output receive separate acceptance evidence.

Launch and catalogue maintenance

Release the approved scope, monitor the real journey and maintain products, prices, translations and permissions through an agreed publishing process.

Measurement

Measure the workflow, not a vague promise.

Establish the current process, cohort and event definitions before launch. Then compare the same steps after people begin using the configurator.

Configuration completion

Measure how many started sessions reach a saved configuration, quote request, cart or other defined completion event.

Sales-cycle time

Compare the same workflow before and after launch: first enquiry to complete specification, quote, approval and order handoff.

Quote revision rate

Track how often quotes return because of missing selections, incompatible options, price corrections or customer changes.

Product-rule exceptions

Record invalid combinations, manual overrides and unresolved catalogue rules instead of hiding them inside email or spreadsheet work.

Average configured value

Monitor selected systems and accessories while separating customer behavior from promotions, market mix and salesperson permissions.

Handoff quality

Measure missing fields, data re-entry, BOM corrections or order-processing exceptions against the documented baseline process.

Implementation references

Evaluate against open web and data standards.

These primary specifications help teams define 3D delivery, accessible interaction, structured data, API contracts and search-visible web content. They do not replace a product-specific acceptance plan.

W3C · WCAG 2.2

Testable accessibility criteria for web interfaces, including keyboard, focus, pointer and status behavior.

Khronos · glTF

Open specification and ecosystem for efficient runtime delivery of 3D scenes and models.

JSON Schema

Specifications for describing and validating structured JSON data such as configuration and integration payloads.

OpenAPI Specification

A standard description format for HTTP APIs and their operations, inputs, outputs and errors.

Schema.org · SoftwareApplication

The vocabulary used on this page to identify Configurix as a software application for machines and search systems.

Google Search · JavaScript SEO

Official guidance for making JavaScript applications discoverable, renderable and understandable in search.

Product configurator FAQ

Detailed answers for buyers, sales teams and product owners.

Use these questions to compare visual configuration, CPQ, website, dealer and operational requirements without assuming every configurator includes the same capabilities.

Product configuration software guides a customer, salesperson or dealer through the controlled choices required to define a valid product variant. It can model dimensions, components, materials, finishes, accessories, dependencies and exclusions. The term is commonly used alongside product configurator software: configuration software often emphasizes the underlying product model and rules, while configurator software can emphasize the user experience. A visual implementation also updates a 2D or 3D representation, and a CPQ implementation connects the valid configuration to price and quotation.

A product configurator platform is the shared product, rule and configuration backbone used to deliver more than one experience or workflow. It can support a public website, customer account, dealer portal, salesperson workspace, ecommerce journey and downstream project or order handoff with role-specific presentation. A platform should also provide stable configuration identity, versioning, catalogue publishing, integration contracts, permissions and operational visibility. Configurix can be implemented as a focused configurator or as this broader multi-product, multi-channel platform.

Not always. A product configurator defines a valid product. CPQ software connects configuration to commercial pricing and quotation. Some configurators stop after visualization or specification, while some CPQ tools use forms without a visual product. Configurix can combine catalogue rules, interactive 3D, price calculation and quote workflow, so the configuration remains the commercial source rather than becoming a disconnected picture.

Configurix can support public website visitors, customers, sales consultants, dealers, distributors, retailers, installers, product administrators and operations teams. Each audience can receive different catalogues, prices, permissions and next actions. The platform is not limited to manufacturers: it can be designed around any business selling configurable, made-to-measure or project-based products.

Configurix can be built for pergolas, verandas, awnings, doors, windows, fences, gates, garden rooms, carports, solar arrays and storage packages, outdoor kitchens, HVAC systems, modular furniture, fitted kitchens, industrial machinery, production lines and other modular, option-rich or made-to-measure products. Suitability depends on whether the catalogue choices, constraints, visuals, pricing and required outputs can be modelled and accepted. One platform can support multiple product families when their governance and user journeys are defined.

Yes. A customer-facing configurator can be embedded in or linked from an existing website and can use your branding, product language and calls to action. Customers may save a design, request a quote, book a consultation or continue to ecommerce, depending on the implementation. Salesperson and dealer experiences can use the same underlying catalogue while exposing different commercial detail and permissions.

Yes. A product model can include width, height, projection, opening, span, bay, module or other controlled measurements. Rules can enforce minimums, maximums, increments, derived dimensions and compatible components. Site measurement, structural assessment and final technical approval remain part of the seller's required process; the configurator supports them but does not replace responsibilities outside its agreed scope.

It can calculate prices from dimensions, quantities, systems, components, materials, accessories, installation, delivery, tax, currency, dealer tiers and permitted discounts. Different audiences can see a final price, a price range, dealer cost context or only a quote request. Pricing is only as reliable as the approved rules and test cases supplied for the implemented catalogue, so acceptance includes calculation examples and boundaries.

A bill of materials, component quantities, cut information or production handoff can be implemented when the product model maps approved configurations to the required operational data. These outputs need dedicated rules, ownership and acceptance tests. A visually correct 3D scene does not by itself prove manufacturing or installation readiness, which is why Configurix treats commercial and operational outputs as separately verified layers.

A focused Configurix fast-launch programme can usually target a first working product configurator in seven days when the model, catalogue, price decisions and review team are ready. A full white-label build with multiple product families, languages, roles, integrations and document or operational outputs can take up to 30 days, depending on scope, input quality and review speed. The signed scope and acceptance plan remain the delivery commitment.

Test a representative product and several boundary cases. Ask each vendor to show dimension limits, dependencies, invalid selections, price calculation, mobile behavior, saved revisions, quote output, permissions and integration payloads. Compare how catalogue changes are maintained after launch. A polished demonstration is useful, but the strongest evidence is whether your real product and workflow can be represented, tested and governed.

Bring one representative product family, option and dimension information, pricing examples, a quote or specification template, the audiences who will use the system and the tools that receive project data. Imperfect source material is acceptable for discovery. The goal is to identify the product model, unresolved decisions and smallest useful release rather than pretend the catalogue is already implementation-ready.

Continue your research

Bring one real product. Leave with a clear configurator scope.

Show us the dimensions, options, price examples, customer journey and documents behind one representative product. We will map the product model, 3D experience and connected workflow.

Plan your product configurator