Visual configure, price, quote

Visual CPQ software. One product, one commercial record.

Configurix connects rule-based 3D product configuration, live pricing, branded quotes, approvals and project data. Customers understand what they are buying. Salespeople and dealers work from the same saved configuration instead of rebuilding it across forms, spreadsheets and documents.

See visual CPQ with your product Product configurator guide

3D configuration Rules-based pricing Branded quotes Role-based workflow

Havenform Outdoor

Bioclimatic pergola · Quote CX-2418

Ready

Isolated illustrative aluminium pergola product render

4.2 × 3.5 m · Anthracite

Current project

RoofMotorized louvers

Screens2 included

LightingLED perimeter

InstallationIncluded

Calculated price

€10,440

Quote ready

Clear definition

What visual CPQ actually connects.

Visual CPQ is configure-price-quote software with a visual product experience. A customer, salesperson or dealer defines a product through controlled choices. Product rules decide what is allowed. Pricing rules calculate the commercial result. Quote rules determine how that saved product is presented, reviewed and approved.

The visual layer is not a disconnected render. In a properly scoped implementation, geometry and materials respond to the same dimensions, components and finishes recorded in the project. The quote can then reference the selected product rather than relying on a salesperson to interpret a screenshot and re-enter every option.

Configurix can extend that continuity into CRM, dealer workflow, ecommerce, order processing or optional operational output. Each connection is defined and tested separately, so a strong visual does not hide an incomplete pricing, document or handoff process.

Configure · Price · Quote

Three jobs. One governed project.

Visual CPQ becomes valuable when each layer uses the current saved revision instead of passing an incomplete interpretation to the next tool.

Configure

Build a permitted product

Guide dimensions, structures, components, materials and accessories through catalogue rules. The 3D product and structured specification respond to the same selections.

Price

Calculate the commercial result

Apply approved price lists, formulas, quantities, installation, delivery, taxes, discounts and market rules to the saved configuration.

Quote

Create an actionable proposal

Generate a branded quote from the configured product, customer record, imagery and commercial terms—without rebuilding the project in another tool.

Rules behind the interface

The difficult work is not the colour picker.

A useful evaluation tests how the software represents the actual catalogue, price model and output—not how many controls appear in a demonstration.

Dimension rules

Width, height, projection, bay, module and opening limits

Set minimums, maximums, increments and derived dimensions. A wall-mounted pergola, door opening or fence run can use different measurement logic while remaining inside one governed catalogue.

Compatibility rules

Required, excluded, dependent and review-only combinations

Require a motor for a roof type, limit a screen by opening size or make a component unavailable in a selected market. Exceptional cases can be flagged for review instead of offered as standard choices.

Quantity and formula pricing

Area, perimeter, module count, component quantity and labour

Calculate commercial values from the actual product structure. Pricing can combine base systems, dimensional formulas, accessories, installation, delivery and scoped service items.

Account and market pricing

Currencies, dealer tiers, regional lists, tax and visibility

Control which catalogue and commercial information a public buyer, salesperson or dealer can use. Market rules can change more than language: availability, units, currency and documents may also differ.

Discount and approval rules

Permissions, thresholds, margins and manual review

Define who can discount, which situations need approval and what appears on the customer document. The quote can remain connected to the approved revision and commercial decision.

Output rules

Quote lines, specifications, BOM, order and project fields

Map the saved configuration to the exact data required downstream. Commercial documents and operational outputs require separate acceptance tests even when they start from the same project.

Connected visual CPQ workflow

From first selection to approved handoff.

The interface can change by audience, but the product identity should remain recognizable as it moves through configuration, commercial review and the next system.

Product

Choose an approved catalogue entry

The user starts from a product family, system or template that is available for their market, account and role.

Rules

Create a valid configuration

Guided choices define dimensions, components and finishes. Dependencies and exclusions respond immediately instead of being discovered after the quote.

Visual

See the exact selected variant

Interactive 3D makes meaningful product differences easier to understand while the structured configuration remains the source of truth.

Price

Calculate for the right commercial context

The system applies the implemented list, formula, quantity, account, tax and permission rules to the current revision.

Quote

Issue a proposal from the same project

Customer details, product selections, visual snapshots, price and terms populate the agreed quote or proposal template.

Approval

Preserve the accepted revision

The approved quote points back to the saved configuration, reducing ambiguity about which dimensions, options and commercial terms were accepted.

Handoff

Send defined data to the next team

CRM, ERP, ecommerce, scheduling, order or optional production output continues from agreed fields rather than a second manual interpretation.

One catalogue, controlled experiences

Every role sees what it needs.

Visual CPQ should not expose the same catalogue, price or controls to everyone. Roles make a shared platform commercially usable across direct, assisted and channel sales.

Website customer

Explore guided choices, understand the configured product and continue to a price, quote request, consultation or checkout action.

Customer-safe catalogue, public prices or quote request

Sales consultant

Continue the customer's project, compare alternatives, use permitted commercial controls and prepare the next proposal during the conversation.

Sales catalogue, revisions, pricing and quote tools

Dealer or distributor

Use account-specific products, price context, branding and permissions while the product owner keeps shared catalogue governance.

Account catalogue, tier, market and document permissions

Product administrator

Maintain products, options, rules, prices, translations and publishing status through an agreed change and test process.

Governance, publishing, audit and maintenance access

Category comparison

3D viewer, configurator or visual CPQ?

The categories overlap. Use the required product rules, commercial logic and outputs to decide which capability you actually need.

Question	3D viewer	Product configurator	Visual CPQ
Primary purpose	Show an existing product	Define a permitted product	Configure, calculate and propose a permitted product
Product rules	Usually limited or absent	Dimensions, dependencies and compatibility	Product rules plus commercial and approval logic
Pricing	Not normally connected	Optional, from simple to advanced	A governed part of the configured project
Quote output	Separate process	Possible when included	Generated from configuration, price and customer context
Best fit	Product presentation	Guided catalogue selection	Complex sales that need visual clarity and commercial continuity

Connected systems

Integrate the record, not only the picture.

Every integration starts with ownership: which system creates, controls and updates each field, and what happens when a record changes or a handoff fails.

CRM

Send customer, source, configuration ID, project value, status and agreed follow-up fields into the sales record.

ERP and order systems

Pass approved product identifiers, components, quantities, commercial data and order context through a scoped interface.

PIM and catalogue sources

Define which system owns product names, options, prices, media, availability and translations before synchronization begins.

Website and ecommerce

Embed or link the configurator, preserve attribution and continue to quote, consultation, cart or checkout where the buying model allows it.

Documents and signatures

Create branded proposal, specification or approval documents and connect the accepted revision to the project record.

API, webhook and file exchange

Move defined events and fields between systems with named ownership, identifiers, retry behavior and exception handling.

Buyer evaluation checklist

Ask every vendor to prove the same workflow.

A comparable evaluation uses one representative product, one difficult case and agreed evidence for configuration, price, quote, roles and handoff.

Representative product

Can the vendor model a real product family—not only a generic demo?

Boundary dimensions

What happens at minimum, maximum, incremental and derived measurement limits?

Invalid combinations

Are incompatible choices prevented, explained or sent to a controlled review path?

Price evidence

Can approved examples be reproduced across dimensions, options, accounts and markets?

Revision control

Which configuration and price revision does the quote, approval and downstream record reference?

Role permissions

What can customers, salespeople, dealers and administrators see or change?

Document fidelity

Does the generated quote contain the exact imagery, lines, terms and fields your process needs?

Integration contract

Which system owns every field, and how are rejected or unavailable handoffs handled?

Mobile performance

Does the representative model remain usable on the actual devices your customers use?

Catalogue maintenance

Who can publish product, price, language and market changes after launch?

Implementation approach

Start with one complete commercial path.

A focused first release proves the relationship between product rules, visual behavior, calculation and output before the catalogue expands.

Discover

Map the representative product, users, prices, documents and downstream systems.

Model

Structure dimensions, components, compatibility, visual behavior and commercial logic.

Accept

Test normal, boundary, invalid and role-specific examples with named owners.

Operate

Publish the agreed scope and maintain catalogue, price, language and market changes.

Visual CPQ FAQ

Detailed answers for product, sales and operations teams.

Use these questions to compare 3D configuration, pricing, quotation, roles, integrations and long-term ownership without assuming every CPQ system works the same way.

Visual CPQ software combines configure-price-quote workflow with an interactive representation of the product. The configuration layer controls permitted dimensions, components, materials and accessories. The pricing layer calculates the commercial result from approved rules. The quote layer creates a proposal from the saved product, customer and price context. In a 3D visual CPQ system, the model updates alongside the structured configuration so users can understand what they are buying while the business preserves usable commercial data.

Traditional CPQ can be form-, table- or rules-driven without showing the configured product in 3D. Visual CPQ adds an interactive product view connected to the underlying selections. That visual layer can help customers and salespeople understand dimensional, component, material and layout differences. The important test is not whether a tool displays 3D, but whether the visual product, rules, price, quote and approved revision remain connected.

A 3D product configurator focuses on defining and displaying a permitted product. Visual CPQ includes the commercial calculation and proposal workflow as first-class parts of the same project. Some configurators already include pricing and quoting, so the categories overlap. Compare the implemented rule types, permissions, quote output, approvals and downstream data rather than relying only on the vendor's label.

Visual CPQ is relevant to manufacturers, product owners, dealers, distributors, retailers, showrooms, installers and project-based sales teams that sell configurable or made-to-measure products. It is especially useful when buyers need to understand visible choices and the seller needs consistent product rules, live calculations, controlled discounts, branded proposals or reusable project data. It is not limited to manufacturing organizations.

Yes. A customer-facing Configurix experience can be embedded in or linked from an existing website and can use the seller's brand, product terminology and calls to action. The same catalogue can also support salesperson and dealer experiences with different price visibility, products, permissions and documents. Customer actions can continue to a quote request, consultation, saved project, cart or checkout depending on the buying model.

Yes. Configurix can calculate from dimensions, formulas, quantities, systems, components, materials, accessories, installation, delivery, tax, currency, dealer tiers and permitted discounts. Public buyers may see a final price, range or quote-only journey while sales and dealers receive different context. Pricing reliability depends on approved rule definitions and representative acceptance tests.

Yes. A saved configuration can populate a branded quote or proposal with customer information, selected product, imagery, specifications, price lines, terms and next actions. Templates, languages, taxes, line-item visibility, signature or approval steps and revision behavior are designed around the seller's process. A document is tested independently from the 3D scene because visual accuracy alone does not prove quote accuracy.

Configurix can exchange agreed catalogue, customer, configuration, price, quote, order or project fields through APIs, webhooks, files or scoped connectors. Discovery defines the source of truth, identifiers, timing, error handling and ownership for every exchange. A credible integration test includes rejected records, unavailable systems and later revisions—not only the successful first payload.

Yes. The ongoing catalogue model can support new products, options, finishes, prices, translations and market availability. The publishing process distinguishes simple content changes from changes that affect geometry, compatibility, pricing, documents or operational output and therefore require renewed testing. Responsibilities can be shared between authorized administrators and Configurix support.

A focused fast-launch programme can usually target one working product configurator in seven days when models, catalogue decisions, pricing examples and reviewers are ready. A full white-label visual CPQ platform with multiple product families, roles, languages, integrations, documents and operational outputs can take up to 30 days depending on scope and input readiness. The signed scope and acceptance plan remain the delivery commitment.

Give each vendor the same representative product and boundary cases. Test dimension limits, incompatible combinations, price examples, role permissions, mobile behavior, quote output, revisions, integration payloads and catalogue maintenance. Ask which capabilities are standard, configured, custom or outside scope. A polished 3D demo is useful, but the strongest evidence is an accepted end-to-end workflow using your actual product and commercial rules.

Continue your evaluation

Test visual CPQ with one real product.

Bring the dimensions, options, price examples and quote behind a representative product. We will map how configuration, visualization, commercial rules and the next system can remain connected.

Plan your visual CPQ demo

Visual CPQ software. One product, one commercial record.

What visual CPQ actually connects.

Three jobs. One governed project.

Build a permitted product

Calculate the commercial result

Create an actionable proposal

The difficult work is not the colour picker.

Dimension rules

Compatibility rules

Quantity and formula pricing

Account and market pricing

Discount and approval rules

Output rules

From first selection to approved handoff.

Choose an approved catalogue entry

Create a valid configuration

See the exact selected variant

Calculate for the right commercial context

Issue a proposal from the same project

Preserve the accepted revision

Send defined data to the next team

Every role sees what it needs.

Website customer

Sales consultant

Dealer or distributor

Product administrator

3D viewer, configurator or visual CPQ?

Integrate the record, not only the picture.

CRM

ERP and order systems

PIM and catalogue sources

Website and ecommerce

Documents and signatures

API, webhook and file exchange

Ask every vendor to prove the same workflow.

Representative product

Boundary dimensions

Invalid combinations

Price evidence

Revision control

Role permissions

Document fidelity

Integration contract

Mobile performance

Catalogue maintenance

Start with one complete commercial path.

Discover

Model

Accept

Operate

Detailed answers for product, sales and operations teams.

What is visual CPQ software?

How is visual CPQ different from traditional CPQ?

How is visual CPQ different from a 3D product configurator?

Who should use visual CPQ software?

Which products work well with visual CPQ?

Can customers use Configurix visual CPQ on our website?

Can visual CPQ calculate prices in real time?

Can it handle discounts and approval rules?

Can Configurix generate branded quotes and proposals?

Can the same visual CPQ system serve customers, salespeople and dealers?

Does Configurix support multiple languages and markets?

Can visual CPQ integrate with CRM, ERP, ecommerce or PIM systems?

Can it create a bill of materials or production handoff?

Can our team change products, prices and options after launch?

How long does a Configurix visual CPQ implementation take?

How should we compare visual CPQ vendors?

What should we prepare for a visual CPQ demo?

Choose the guide for your next decision.

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