Industrial equipment configurator and visual CPQ for manufacturers
Configurix connects requirements, governed product rules, modular 3D layouts, account pricing, proposals, approvals and optional configured-order data in one traceable industrial sales project—without presenting visual configuration as automatic engineering approval.
One connected industrial project
Requirements, modules, layout, price, documents and review status stay connected.
Industrial configuration software defined
Industrial equipment configuration begins with a governed catalogue and a defined application. The workflow can translate duty, throughput, materials, utilities, environment and site inputs into permitted product families, capacities, modules, motors, controls, guarding, accessories and services while preserving why each decision was made.
A modular 3D view makes the result understandable. Users can review machine arrangement, connected modules, overall footprint, access doors, platforms and service-clearance zones. That visual context supports sales and layout review, but does not independently verify process performance, structural loads, electrical design, functional safety, foundations or regulatory compliance.
Visual CPQ connects the accepted equipment configuration to account prices, discounts, freight, installation, commissioning, proposals, revisions and approvals. Manufacturers can govern one product model while sales offices, distributors, dealers and customers receive the catalogues, terms, languages and documents intended for them.
Configure-to-order options can follow accepted rules directly. Engineer-to-order exceptions can be identified early and routed with the exact input, preliminary layout and commercial context that engineering needs. Specialist calculations or CAD automation should only be presented as included when their methods, source data and acceptance tests are defined.
The implementation is built from the manufacturer's actual product structure, dependencies, prices, documents and review gates—not from a decorative 3D model or generic questionnaire.
Capture the inputs that the manufacturer really uses for selection.
Guide users through permitted machines, packages and connected systems.
Keep mechanical, electrical and commercial selections coherent.
Communicate the selected equipment and intended arrangement.
Use one governed configuration across direct and channel sales.
Preserve the accepted project beyond the sales interface.
One connected process
Sales, distributor and engineering teams can continue from the same versioned project while the interface distinguishes selected, calculated, visual, custom and review-required information.
Define the application
Record the duty, environment, utilities, site constraints and commercial context used to begin selection.
Configure the system
Apply product, capacity, interface, sequence, option and market rules to the project.
Create the offer
Use authorised account terms and continue into a proposal, specification or preliminary layout.
Review and hand off
Route custom or technical conditions before sending accepted configuration and commercial data downstream.
Manufacturers should test application inputs, modular dependencies, channel pricing, revisions and downstream data while keeping engineering boundaries explicit.
| Requirement | Configurix industrial implementation | Generic selector or 3D viewer |
|---|---|---|
| Application and provenance | Requirements, source, catalogue version and selection inputs can remain attached to the saved project. | May return a product code without preserving the complete technical and commercial context. |
| System structure and dependencies | Modules, interfaces, quantities, controls, accessories and market availability can follow governed rules. | Often filters products or changes visible options without modelling a multi-level system. |
| Engineering boundaries | Selected, calculated, visual, custom and review-required information can be labelled and routed appropriately. | May blur an indicative match or layout with process, mechanical, electrical or safety approval. |
| Account pricing and approvals | The same system can use customer catalogues, prices, discounts, margins and approval levels. | Commercial terms are commonly applied later in a spreadsheet, CRM or separate quoting tool. |
| Proposal and order continuation | Accepted modules, options, price, documents and review status can continue into defined downstream systems. | Usually ends with a model, image or report that another team must reconstruct. |
Industrial equipment configurator and CPQ FAQ
Configure-to-order, engineered systems, modular lines, live pricing, proposals, BOM, ERP, PLM and engineering boundaries.
Related pages cover B2B channels, visual CPQ, integrations, implementation, requirements and representative industrial examples.
Distributor and sales networks
Plan assigned catalogues, account pricing, permissions, co-branded proposals and configured orders.
Commercial workflow
Connect rule-driven configuration to price, quote, revision, approval and project handoff.
Connected systems
Define ownership, versions and acceptance for CRM, ERP, PIM, PLM, CAD, order and analytics data.
Industry examples
Compare industrial equipment with other products through inputs, rules, visuals, prices and outputs.
Vendor evaluation
Turn industrial product, pricing, document, integration and review needs into testable requirements.
Delivery planning
Follow the work from data discovery and rule modelling through acceptance and ownership.
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