3D Source
3dsource
  • 24/7 live rep support
  • Reporting
  • Scene-based product visualization
3D Source aims to provide companies of all sizes with an affordable way to grow using 3D technology and assets. The software uses the virtual effects technology from movie and TV production to create 3D assets that a business can use to sell its products. A single 3D element can be adapted for trade show material, product photography, or product configurator software.

From a functionality perspective, 3D Source’s solution provides essential product configurator features like real-time product visualization, rules-based configuration, and pricing and cost calculation. Additionally, it gives users the ability to create 3D models or 2D drawings. The product can be used by internal members or end clients. Integrations with enterprise resource planning and CRM software are possible, as are connections with e-commerce sites like Shopify and WooCommerce. The platform is cloud-based, but deployment can also be done via local installation on a Windows machine and is accessible via Android and iOS mobile platforms.

Pros & Cons

The 3D Source offering provides an extensive set of capabilities, with an emphasis on creating 3D components that a company can use in a variety of ways and allowing end customers to get a very good sense of the final product they’ll receive. While there’s good functionality provided, interested businesses can’t try the software for themselves as there’s no free trial, although a demo is available on the website.

Pros

  • Comprehensive set of features
  • Mobile-friendly

Cons

  • No free trial

What Customers Are Saying

3D Source customers speak highly of the support they receive and the realistic quality of the images. One reviewer wrote, “The software delivered the most realistic design and match of our real products in 3D. User friendly interface with in-depth design experience, helped us to attract many shoppers and significantly expand our business online.”

Summary

3D Source
3dsource
  • Starting Price
    • $1000/year
  • Pricing/Cost Calculations
    Yes
  • Rules-based Configuration
    Yes
  • Real-time Product Visualization
    Yes
  • For Internal Use
    Yes
  • Integrations
    Yes
Features
  • 24/7 live rep support
  • Reporting
  • Scene-based product visualization
ATLATL Software
Atlatlsoftware
  • Augmented reality visualizations
  • Rules-based product configuration
  • Integrations via Open API
ATLATL Software was founded in 2013 by manufacturers who wanted to build a platform that would improve the sales process. The firm’s product configurator software, known as the ATLATL Visual Platform, allows companies to display their products in 3D along with all the appropriate customization options. Customers can use these renderings to examine the product more closely and adjust various features to create a version that’s right for them. The program includes an augmented reality tool that buyers can employ to visualize their personalized item in the space where it will be used.

The system is designed for both internal and external use. In addition to 3D models, firms can also generate 2D illustrations or images for configuration purposes. ATLATL’s configuration platform handles pricing and cost calculations and includes reporting capability. The tool has a pre-built integration with Oracle CX Cloud. Other integrations can be completed via its Open API. Clients also have the option of engaging a dedicated team to handle the implementation and ongoing management of integrations.

Pros & Cons

The platform provides solid configurator features and can be used by both sales personnel and the end customer. Its augmented reality capability is a bonus, giving customers a more real-world feel for the product they’re interested in purchasing. While customer support by phone is available, it’s limited to business hours.

Pros

  • Comprehensive set of features
  • Mobile-friendly

Cons

  • No free trial
  • Customer support by phone only available during business hours

What Customers Are Saying

Some reviewers have pointed out that the application can be challenging to learn and may require some process redesign but have also found this well worth the effort. One review stated, “Being able to pull up a customer, perform a 3D drawing for that customer, make a quote and then email it within a few moments is simply awesome! Customers need this information fast — when you can perform like this, you are in the lead for the project.”

Summary

ATLATL Software
Atlatlsoftware
  • Starting Price
    • Quote-based Pricing
  • Pricing/Cost Calculations
    Yes
  • Rules-based Configuration
    Yes
  • Real-time Product Visualization
    Yes
  • For Internal Use
    Yes
  • Integrations
    Yes
Features
  • Augmented reality visualizations
  • Rules-based product configuration
  • Integrations via Open API
CIS Configurator
Cis Configurator
  • Integrations via API
  • Suitable for internal and customer use
  • Supports multiple pricing structures
The makers of CIS Configurator have built a product that targets the quotation and rules-based configuration aspects of the sales process. It also offers custom software development for clients that need specific functionality other software programs can’t meet. The application handles different pricing structures, including tiered, bracket, and volume pricing. The system provides users with the ability to add languages for regional customization and supports multiple currencies.

The configuration software prompts users with questions about a product and provides options or a recommendation depending on the choices made. While the system can display graphics, advanced visual capabilities aren’t available. Once selections have been made, users can promptly create related documents, such as bills of materials, terms and conditions, or brochures. CIS Configurator comes with standard reporting templates, and integrations can be completed using APIs. The solution can be accessed via the web or deployed locally on a Windows platform, and a hosted option is also offered for firms that don’t have technical resources.

Pros & Cons

The application offers flexible price management features, including multiple price lists and multicurrency support. It also allows users to quickly add or create supporting documentation for a quote or order. For businesses that require or could benefit from detailed visuals, though, it’s important to note that CIS Configurator only handle basic elements such as static images.

Pros

  • Multicurrency support
  • Hosted option available
  • Role-based visibility controls

Cons

  • No 2D drawing or 3D modeling functionality
  • Real-time product visualization isn’t available

What Customers Are Saying

Feedback from customers highlights the product’s ease of use and reflects general satisfaction. One reviewer stated, “Easy to get up and running; very reliable — virtually 100% up-time in 3 years of use; excellent customer service.” Another remarked, “Easy to use, it takes you step by step, it has and does everything I need for quotation purposes and lets me convert my files into pdf easily.”

Summary

CIS Configurator
Cis Configurator
  • Starting Price
    • $70/user/month
  • Pricing/Cost Calculations
    Yes
  • Rules-based Configuration
    Yes
  • Real-time Product Visualization
    No
  • For Internal Use
    Yes
  • Integrations
    Yes
Features
  • Integrations via API
  • Suitable for internal and customer use
  • Supports multiple pricing structures
Configure One
Configureone
  • 3D modeling
  • Point-and-click setup for configuration rules
  • Supports multiple pricing structures
Established in 2000, Configure One is a privately held firm that strives to provide web-based configure-price-quote software that effectively manages users’ diverse manufacturing and sales scenarios. The application can easily be tailored to suit the needs and preferences of different user roles as well as any branding requirements. Users can also make more detailed modifications using CSS. Customer quotes can include additional information, such as customer data and line-item pricing. All quote edits are maintained in a log, and sales can be completed via Configure One’s e-commerce module.

The software’s coverage of product configurator features is comprehensive and includes calculations, configurations, and graphical components like real-time product visualization. Customers can interact with product visuals by panning, zooming in or out, or changing elements. Reports can be customized, and integrations are done through Configure One’s API. The application is web-based and provides users with the ability to display completed CAD 3D models in-browser.

Pros & Cons

Configure One does a good job across the board when it comes to essential components of a product configurator offering. It makes a strong showing when it comes to 3D visuals, giving users the ability to not only create configured 3D pieces but also to display them in a web browser without any extra software like plug-ins. The functionality is extensive, but users can’t try the application for themselves as only a demo is offered.

Pros

  • Robust features coverage
  • Highly customizable

Cons

  • Customer support by phone only available during business hours

What Customers Are Saying

Configure One users offer very positive comments about the breadth of the platform’s functionality and customization options, but some note that this can make it challenging to learn and greater technical know-how may be needed. One reviewer wrote, “The platform is very robust and we are able to build a complex process that will give us the flexibility for a custom fabrication company. Our project management team has been outstanding and very helpful. They have been available at quick requests and always helpful and pleasant to work with.”

Summary

Configure One
Configureone
  • Starting Price
    • $150/user/month
  • Pricing/Cost Calculations
    Yes
  • Rules-based Configuration
    Yes
  • Real-time Product Visualization
    Yes
  • For Internal Use
    Yes
  • Integrations
    Yes
Features
  • 3D modeling
  • Point-and-click setup for configuration rules
  • Supports multiple pricing structures
Experlogix CPQ
Experlogix Cpq
  • End customer portal
  • Price management features
  • Rules-based configuration
Based in Salt Lake Valley’s Silicon Slopes, Experlogix has been in business since 2002. Its focus is on creating product configurator software with pre-built integrations for Microsoft, Salesforce, and NetSuite CRM and ERP applications. The product offers a flexible UI and can be set up and maintained by nontechnical users. Companies can take advantage of an automated approval process that can be triggered by an event of their choosing, while unique end-customer requests can be diverted to the appropriate expert for review and feedback.

The application’s product configuration functionality will give users alerts and notifications that can highlight any issues or obstacles related to a selection, and it also prompts sales personnel with suitable upsell and/or cross-sell opportunities. Experlogix CPQ can be accessed via a local Windows-based installation, while end customers or partners can use a portal to view and modify their product selections. On-site training and implementation management are offered, while everyday operational support is available via a 24/7 live rep and ticket system. Self-help resources such as guides and videos are also provided.

Pros & Cons

Experlogix’s focus on pre-built integrations with Microsoft, Salesforce, and NetSuite is an undeniable benefit for customers of those CRM and ERP platforms. The company offers APIs for connections to other partner applications as well. Its automated approval workflows can also help streamline processes. While 2D and 3D design capabilities are included, real-time product visualization isn’t provided.

Pros

  • Pre-built integrations with Microsoft, Salesforce, and NetSuite
  • Automated approvals workflow

Cons

  • Real-time product visualization isn’t available

What Customers Are Saying

As with other software contenders on this list that have extensive functionality, some customers have noted that it can be overwhelming to learn. Overall, though, users really appreciate what Experlogix offers. One said, “Since day one, the overall quality and professionalism that I have received from the Experlogix staff has been phenomenal. It’s such a fantastic product and their attention to detail and customer service is second to none. I couldn’t ask for a more positive experience.”

Summary

Experlogix CPQ
Experlogix Cpq
  • Starting Price
    • Quote-based Pricing
  • Pricing/Cost Calculations
    Yes
  • Rules-based Configuration
    Yes
  • Real-time Product Visualization
    No
  • For Internal Use
    Yes
  • Integrations
    Yes
Features
  • End customer portal
  • Price management features
  • Rules-based configuration
InkXE
Inkxe
  • Integrations with e-commerce platforms
  • Reporting
  • Rules-based configuration
Built by Riaxe Systems, inkXE is a product configurator software program that’s specifically made for businesses that print and customize products, such as clothing, accessories, and branded merchandise. It’s an HTML5 tool that works within your website’s purchase workflow and offers integrations to major e-commerce platforms, including Shopify, WooCommerce, and Magento. Multicurrency and multi-language support are part of the package, and users have access to templates and a variety of text effects. Administrators have the ability to manage a number of elements, including inkXE’s color themes, design controls, and design assets.

Companies have the flexibility to set pricing rules based on the type of printing technology that will create the end product. The software can be used by both internal staff and end customers and includes a reporting engine. A 24/7 live rep is available for urgent issues, but other queries are handled via a ticket system.

Pros & Cons

For companies in the printed and customized merchandise and promotional products space, inkXE offers a good variety of graphics options and customization features. Its established integrations with a number of e-commerce solutions should benefit its clients. However, there are no 2D drawing or 3D modeling capabilities, and interested businesses should be aware that standard customer support is included for a limited time only, after which it’s available at a fee.

Pros

  • Multicurrency support
  • Integrations with major e-commerce platforms

Cons

  • No 2D drawing or 3D modeling functionality
  • Standard support is free to customers for a limited period

What Customers Are Saying

Reviews of inkXE are positive overall, and users applaud the features and exceptional customer support. One reviewer stated, “The software inkXE provides is extensive and features everything we need. The settings are highly customizable so every company is able to make the tool to suit their needs. Everything just works great. Moreover, their customer support is one of the best I’ve ever had.”

Summary

  • Starting Price
    • $2999/one-time for Essential
    • $3999/one-time for Pro
  • Pricing/Cost Calculations
    Yes
  • Rules-based Configuration
    Yes
  • Real-time Product Visualization
    No
  • For Internal Use
    Yes
  • Integrations
    Yes
Features
  • Integrations with e-commerce platforms
  • Reporting
  • Rules-based configuration
KBMax
Kbmax
  • Real-time product visualization
  • Integrations
  • Suitable for internal and customer use
KBMax aims to provide a more streamlined and efficient experience for both the makers of highly configurable products and their end customers. It believes customer satisfaction is of great importance and advertises high ratings from clients for product direction, quality of support, and smooth business interactions. The application offers a number of automations, including document creation (e.g., bills of materials, quotes, and contracts), generation of CAD drawings from chosen configuration elements, and custom pricing workflows.

The platform covers all the bases when it comes to the vital features of a product configuration tool. Administrators can build configuration rules using drag-and-drop functionality and manage operational aspects like branding, terms and conditions, and shipping details. While reporting is included, the application also has a module designed to transfer key data points to a client’s analytics tool of choice. An integration platform called KBMax Connector uses REST API to connect partner systems.

Pros & Cons

KBMax’s application delivers on all the core elements we highlight at the beginning of this list. The automation features are certainly a plus, and the user experience data that’s captured by its analytics component can be very beneficial to a company for assessing where to invest more or pull back. With so much functionality on hand, a free trial would be valuable, but none is offered. It’s also important to highlight that a number of useful features, such as CAD automation, 3D visualization, and CRM integration, are only available at additional cost.

Pros

  • Automated workflows
  • 24/7 live rep support

Cons

  • No free trial

What Customers Are Saying

Some users point out that there’s a learning curve and the self-help documentation provided is lacking, but KBMax customers are generally quite happy with the functionality offered and find the UI very user-friendly. One reviewer wrote, “KBMax has significantly increased the efficiency of our process and helped increase the quality of our products. Their user interface is very easy to use and customize to your specific needs.”

Summary

  • Starting Price
    • $100/user/month
  • Pricing/Cost Calculations
    Yes
  • Rules-based Configuration
    Yes
  • Real-time Product Visualization
    Yes
  • For Internal Use
    Yes
  • Integrations
    Yes
Features
  • Real-time product visualization
  • Integrations
  • Suitable for internal and customer use
Powertrak-Product-Configurator-axonom-inc
Powertrak Product Configurator
  • Integrations
  • Reporting
  • Suitable for internal and customer use
Powertrak’s Product Configurator is one of a suite of software solutions offered by Axonom Inc. and can be built out with additional modules, such as Powertrak Sales Quote. The application focuses on the manufacturing sector and differentiates itself through its virtual reality functionality, which allows end customers to play with and modify 3D products in a VR environment. The product provides different levels of customer interaction for product configuration, from using just text-based prompts and no images to 3D visuals in a VR space. Notifications can signal issues with the selections made or opportunities to cross- or upsell.

Powertrak’s application is web-based and uses mobile responsive design elements to create a more user-friendly experience on cell phones or tablets. The software includes 2D drawing and 3D modeling, and there are multiple ways to view real-time product configuration choices depending on the image type used. Integrations with leading CRM and ERP software providers are offered, as well as a data adapter for transferring information from other partner applications.

Pros & Cons

The Powertrak Product Configurator provides extensive features and options, but interested businesses should note that many of these are add-ons and come at a higher cost. One of these premium elements — the opportunity for users to interact with and modify 3D products in an AR or VR environment — is a rare offering among providers on this list. A demo is offered, but no free trial is available.

Pros

  • Availability of AR and VR environments
  • Pre-built connections to leading CRM and ERP providers
  • Diverse ways to configure products

Cons

  • No free trial
  • Key features are only available at an additional cost
  • Customer support by phone only available during business hours

What Customers Are Saying

Customers praise the application’s expansive feature set and the service teams’ knowledge and dedication. However, some note that both administration and navigation can be challenging. One reviewer wrote, “Axonom clearly established themselves as the go-to partner with a flexible and robust quoting solution to solve our business needs. Right from the start, Axonom understood our industry, coached our team on best practices, and had a highly customizable CPQ solution.”

Summary

Powertrak-Product-Configurator-axonom-inc
Powertrak Product Configurator
  • Starting Price
    • $500/month
  • Pricing/Cost Calculations
    Yes
  • Rules-based Configuration
    Yes
  • Real-time Product Visualization
    Yes
  • For Internal Use
    Yes
  • Integrations
    Yes
Features
  • Integrations
  • Reporting
  • Suitable for internal and customer use
Products Designer
Productsdesigner
  • Rules-based configuration
  • Reporting
  • Real-time product visualization
Inkybay is the product configurator software from Products Designer. It’s built specifically for businesses that specialize in printed items, such as signage, clothing, and promotional items, and can be incorporated into existing online stores. The team behind Inkybay aims to make the application easy to use and scale. The program supports multiple printing types, including dye sublimation, vinyl cut, and embroidery, and provides companies with the necessary information to create customer quotes or pass along to production partners.

The application lets end customers see the final product they’ve designed and offers 2D drawing capabilities as well. Multiple pricing models can be set up, including pricing according to print method, by color, or by size. Integrations are available with popular e-commerce platforms like Shopify, WooCommerce, and OpenCart. Inkybay is accessible via the web and designed with mobile use in mind. Day-to-day customer support is provided online, but a 24/7 live rep is available for urgent issues.

Pros & Cons

Products Designer’s product configurator tool supplies printing businesses with a solid number of design features but also does reasonably well in terms of the essential components we identified for this type of software. Integrations with major e-commerce platforms are useful, but there’s also the possibility of connecting to custom ones. The application doesn’t offer 3D modeling, and customer support is included for six months only.

Pros

  • 24/7 live rep support
  • Integrations with major e-commerce platforms

Cons

  • Customer support provided for only 6 months
  • No 3D modeling

What Customers Are Saying

Inkybay users offer positive feedback about the application’s features and high praise for the service and support they receive. One reviewer offered, “The team at Products Designer was extremely easy to work with and communication was outstanding at every phase of the project. Ongoing support has also been highly responsive. I had very high and specific expectations going into each project, and they met and exceeded for each project.”

Summary

Products Designer
Productsdesigner
  • Starting Price
    • $2499/one-time for Pro
    • $3499/one-time for Pro+
  • Pricing/Cost Calculations
    Yes
  • Rules-based Configuration
    Yes
  • Real-time Product Visualization
    Yes
  • For Internal Use
    No
  • Integrations
    Yes
Features
  • Rules-based configuration
  • Reporting
  • Real-time product visualization
PROS-Smart-CPQ
Pros Smart Cpq
  • Rules-based configuration
  • Reporting
  • Suitable for internal and customer use
PROS combines 30 years of experience with AI and machine learning to create an application that provides an efficient and personalized buying experience for customers. The company believes in putting its clients first and advertises a 95% renewal rate. Its intelligent software features promote customer-specific recommendations and provide pricing advice based on market trends and data. PROS Smart CPQ is designed to allow for collaboration among different teams and/or stakeholders when creating quotes, proposals, or agreements.

The application makes use of a variety of visualization technologies, including 2D drawing and 3D modeling as well as AR and VR. PROS Smart CPQ can be used by a company’s internal team members or by its customers. It has pre-built integrations with Microsoft Dynamics and Salesforce CRMs, and templates for SAP’s ERP product are also included. The application is cloud-based and operates under an SaaS model. Support teams can be reached online, and a 24/7 presence is available.

Pros & Cons

Coverage of core product configurator software features is comprehensive, with the added bonus of support for AR and VR technologies. Predictive capabilities for pricing recommendations and cross-selling could help businesses generate better deals. Interested companies should be aware that useful functionalities, such as price waterfalls and sales agreement management, are part of an add-on package.

Pros

  • Supports 2D, 3D, AR, and VR technologies
  • Intelligent software features

Cons

  • Some useful features are only available at an additional cost

What Customers Are Saying

Customer reviews are mostly positive, but some point out that the navigation and UI design don’t offer a very user-friendly experience. Overall, reviewers highlight the product’s flexibility and substantial capabilities as significant strengths. One customer wrote, “PROS Smart CPQ is the core tool of our new sales process that enables us to produce more reliable and professional commercial proposals, boost administrative productivity, and improve our image and customer satisfaction.”

Summary

PROS-Smart-CPQ
Pros Smart Cpq
  • Starting Price
    • Quote-based Pricing
  • Pricing/Cost Calculations
    Yes
  • Rules-based Configuration
    Yes
  • Real-time Product Visualization
    Yes
  • For Internal Use
    Yes
  • Integrations
    Yes
Features
  • Rules-based configuration
  • Reporting
  • Suitable for internal and customer use
Salesforce
Salesforce Cpq
  • Rules-based configuration
  • Real-time product visualization
  • Integrations
Salesforce, established in 1999, is best known for its cloud CRM software. Its CPQ offering includes functionality that prompts sales reps with tailored recommendations for a specific customer or deal. Document management capabilities such as proposal generation and contract administration are available, while financial activities including invoicing and payments collection can also be handled through the application. Salesforce CPQ is deployed via the web and is designed to work smoothly on Android and iOS mobile platforms.

Essential product configurator features such as pricing and cost calculations and rules-based configuration are part of the Salesforce package. Visualization technologies supported by the platform include 2D drawing, 3D modeling, and real-time product visualization. The system can be used by end customers or internal team members, and there’s also an option for businesses to extend access to channel partners for an additional fee. Integrations and reporting are available, but at an extra cost.

Pros & Cons

Salesforce CPQ brings with it the reputational success of its CRM software sibling and clearly opens up the possibility of integrations with the rest of the Salesforce suite. The application offers across-the-board coverage of core product configurator features, but a lot of it falls under higher-priced subscription plans.

Pros

  • Robust features coverage
  • Document management capabilities

Cons

  • Customer support by phone only available during business hours
  • Advanced billing features only accessible with higher-priced plans

What Customers Are Saying

Overall, Salesforce CPQ customers have positive things to say about their experience. Some reviewers do note that companies with more complicated pricing models may need to look at an alternative. One customer stated, “Integrates well with the suite of Salesforce products that are already on the market. I have both implemented and have been an end user purchasing through the CPQ tool and both experiences have been worthy of praise.”

Summary

Salesforce
Salesforce Cpq
  • Starting Price
    • $25/user/month
  • Pricing/Cost Calculations
    Yes
  • Rules-based Configuration
    Yes
  • Real-time Product Visualization
    Yes
  • For Internal Use
    Yes
  • Integrations
    Yes
Features
  • Rules-based configuration
  • Real-time product visualization
  • Integrations
Sofon
Sofon
  • Rules-based configuration
  • Pricing and cost calculations
  • Suitable for internal and customer use
Sofon’s goal is to provide clients with software that helps make the sales process more consistent and standardized to ensure end customers get a repeatable, high-quality buying experience. Its software suite is built on the idea of guided solutions — products are recommended to end users based on the responses they give to a question-and-answer model that’s designed by each business. Visuals and pricing information for possible product configurations are stored and displayed to potential purchasers based on their selections.

The application is deployed via the web but can also be installed locally on a Windows platform. In addition to real-time product visualization, the program supports design functionality, including 2D drawing and 3D modeling. While the solution handles pricing calculations, it can also provide useful cost and margin data to leadership teams. Reporting and integrations are included with Sofon’s product configurator contender, and customer support can be reached online or by phone during business hours.

Pros & Cons

Sofon’s application comes with the essential functionality expected of a top product configurator software solution. The firm prioritizes the needs of its customers and takes those needs into consideration when it comes to future product development. For interested firms operating outside of Europe, it’s important to note that customer support by phone is only available during business hours, and Sofon’s two locations are in Germany and the Netherlands.

Pros

  • Robust features coverage

Cons

  • No free trial

What Customers Are Saying

Sofon’s users offer positive feedback about the product’s functionality and the process efficiencies they’ve gained. One customer noted, “Our sales offices are able to produce uniform and error-free quotations in 5 to 10 minutes for complex products that are also actually feasible. What’s more, manual work is no longer needed to realize bills of materials and routings. … The whole process — from quotation to order — has also been shortened, which has resulted in a cost advantage.”

Summary

  • Starting Price
    • $30000/one-time
  • Pricing/Cost Calculations
    Yes
  • Rules-based Configuration
    Yes
  • Real-time Product Visualization
    Yes
  • For Internal Use
    Yes
  • Integrations
    Yes
Features
  • Rules-based configuration
  • Pricing and cost calculations
  • Suitable for internal and customer use
Tacton CPQ
Tacton Configurator
  • Real-time product visualization
  • 2D drawing
  • 3D modeling
The founders of Tacton Systems have a background in manufacturing and make software specifically for this industry. Established in 1998, its application aims to make the best use of AI in product configuration software. The solution takes a needs-based approach to making customer recommendations and delivers real-time visuals and descriptions for selected products. Business processes like document generation can be automated to save valuable time.

Integrations with Salesforce, Microsoft Dynamics, SAP, and other partner systems are possible but are part of a separate product, Tacton CPQ Integrations. Tacton CPQ is designed for use by both internal personnel and end customers. Key capabilities such as price and cost calculations and rules-based configuration are also included. Customer support can be accessed via a portal or the self-help center, and a team member is also available 24/7.

Pros & Cons

Tacton CPQ checks all the boxes when it comes to key components of a strong product configurator software offering. Automated workflows are a nice bonus, as is the availability of a live customer support rep at any time of day. A nice-to-have detail that’s missing is a free trial.

Pros

  • 24/7 live rep support
  • Automated workflows

Cons

  • No free trial

What Customers Are Saying

Tacton’s users report that the application can be challenging to use and maintain, but they do like the functionality and time savings it provides. One customer wrote, “With CPQ our sales teams could interpret the needs of the customer and quickly identify which solutions within our entire product line best met those needs.”

Summary

Tacton CPQ
Tacton Configurator
  • Starting Price
    • Quote-based Pricing
  • Pricing/Cost Calculations
    Yes
  • Rules-based Configuration
    Yes
  • Real-time Product Visualization
    Yes
  • For Internal Use
    Yes
  • Integrations
    Yes
Features
  • Real-time product visualization
  • 2D drawing
  • 3D modeling
Verenia-Sole-CPQ
Verenia Cpq
  • 100% native to NetSuite
  • Suitable for internal and customer use
  • 2D drawing
Verenia offers a suite of software products created for the sales pipeline, including CRM and e-commerce applications. Its CPQ application is designed with manufacturing businesses in mind, but it’s also being used by firms in other industries such as marketing and retail. Integration capabilities are available, and Verenia points out that its CPQ product is “100% native to NetSuite,” indicating that the link between the two systems has been custom-built rather than formed through a generic connector like REST API.

Product options are displayed based on the business rules set up in the system, and visuals are generated for the end client according to their configuration selections. Manufacturing information can easily be sent to the appropriate teams. The platform also offers capabilities such as price and cost calculations, reporting, and 3D modeling. Verenia CPQ is cloud-based, and support is available 24/7.

Pros & Cons

The functionality included in Verenia’s CPQ product is comprehensive, although businesses looking for more advanced 3D elements need to be aware that these are part of a separate product. This application is part of Verenia’s end-to-end sales software suite, so customers have the option of building out a sales platform with one provider.

Pros

  • 24/7 live rep support
  • Robust features coverage

Cons

  • 3D visualization is part of a separate product

What Customers Are Saying

Reviews of Verenia’s CPQ product are positive, and a number of reviews point to its user-friendly navigation and flexibility. One customer wrote, “One of the best aspects of Verenia CPQ is its ease of use. We use it primarily for order entry, and when new salespeople join our workforce, they are able to pick it up quickly and aren’t hindered by struggling to learn new software. Customer support is outstanding and always has been.”

Summary

Verenia-Sole-CPQ
Verenia Cpq
  • Starting Price
    • $99/user/month
  • Pricing/Cost Calculations
    Yes
  • Rules-based Configuration
    Yes
  • Real-time Product Visualization
    Yes
  • For Internal Use
    Yes
  • Integrations
    Yes
Features
  • 100% native to NetSuite
  • Suitable for internal and customer use
  • 2D drawing
XaitCPQ Pos V
XaitCPQ
  • 2D drawing
  • 3D modeling
  • Integrations via API
Founded in 2000, XaitCPQ focuses on satisfying its customers. The founders of the firm believe that companies should shift their attention away from the selling aspect of a purchase and towards the buying side; specifically, businesses should be looking at how they can make the buying process easier for end customers. The company has a well-defined three-step onboarding process designed to get users up and running quickly. The application provides a user-friendly administration tool with a flexible business rules engine that adapts to a company’s processes and not the other way around.

The product offers essential capabilities like reporting, real-time product visualization, and financial calculations and also supports multiple currencies and languages. XaitCPQ includes approval workflow functionality that directs information to the appropriate person or role for a more seamless review process. The application is offered via a SaaS licensing model and is built to be mobile responsive.

Pros & Cons

The firm behind XaitCPQ prioritizes customer satisfaction and user-friendly design. Its compact onboarding process allows clients to get started quickly with a minimal footprint, which means they can take advantage of what’s offered at a manageable scale. Enhanced functionality like custom reports, electronic signatures, and pre-built integrations is only available at higher price points.

Pros

  • Easy to use
  • Multicurrency support

Cons

  • Customer support by phone only available during business hours

What Customers Are Saying

Reviewers are very happy with their XaitCPQ experience, and many make special mention of the product’s ease of use and the high level of customer support received. One customer stated, “We now have complete control over our CPQ system and can change the functionality ourselves in just minutes — with the security of the experts at XaitCPQ on call if we need them.”

Summary

  • Starting Price
    • Quote-based Pricing
  • Pricing/Cost Calculations
    Yes
  • Rules-based Configuration
    Yes
  • Real-time Product Visualization
    Yes
  • For Internal Use
    Yes
  • Integrations
    Yes
Features
  • 2D drawing
  • 3D modeling
  • Integrations via API

How We Chose the Best Product Configurator Software

In today’s world, we’re accustomed to having a lot of choice and, in many cases, the chance to design a perfect product. The combination of globalization and technology has increased competition by opening up the possibilities for where we source our goods from. To track products, options, and pricing, businesses once relied on spreadsheets. Displaying product visuals generally meant using static images. Information often grew stale or was duplicated, leading to incorrect quotes and unhappy customers. Product configurator software programs aim to remove these inefficiencies and opportunities for error and streamline the process for both businesses and their end customers. Accommodating the many industries that could benefit from this type of software naturally means solutions will focus on different areas and components, but we believe there are three essential aspects to think about when making your decision:

Product Configurator Features

It’s important for sales reps to be able to show buyers what’s available and what it will cost them, but also to do so in a timely and accurate way. A first-rate product configurator software application will include a solid range of useful features that make the sales process quick, consistent, and transparent, such as rules-based configurations and pricing calculations.

Use Types

Deciding where to invest your business’ money calls for a cost-benefit analysis, and you want to get the most bang for your buck. A product configuration program worth considering will be flexible enough to work for both internal users and end customers.

Integrations

The smooth communication of data between teams is a valuable asset. Information from a customer order can be useful to sales teams for building long-term relationships, resource planning teams for ensuring inventory remains well-stocked, and product management teams for making future design decisions. It’s vital for solutions to provide pre-built integrations with partner applications or methods for connecting to other systems.

What Is Product Configurator Software?

Product configurator software helps companies create a more streamlined sales process and a higher-quality buying experience for end customers. The software organizes and handles product options, pricing, and visualization, relieving sales reps from having to keep all the data straight in their heads. These applications also provide customers with choice and a more immediate sense of what they’ll be getting.

When considering the value of product configurator software to your company, it’s useful for smaller businesses to pause and consider where the heavy lifting needs to be done. Does your firm have a large number of dependent or linked options? If so, you may want to look for a program that can handle more complex business rules for configurations. If your product has fewer options but each one makes a big visual impact, you may want a system that makes use of advanced technology like 3D imaging. Other factors to consider include:

  • Document management: Are your quotes or proposals time-consuming to put together? Is there a need to standardize what’s being provided? An application that includes automated quote or proposal generation may be beneficial in terms of time savings, consistency, and error reduction.
  • Manufacturing or production details: Another feature that can help speed up the process and reduce mistakes is automated generation of manufacturing or production information. Depending on your needs, it’s also worthwhile to consider how much detail is being provided. For example, is a bill of materials required?

Benefits of Product Configurator Software

Running a business that provides clients with the ability to customize their purchase can mean juggling a number of different components, including configuration options, visuals, pricing, costs, source material, quotes, and agreements. It’s one thing to describe to a customer what they will get, but showing them is often better than telling.

Older sales processes typically involved relevant information being stored in different systems or saved locally to desktops, which resulted in data growing stale or being incomplete and multiple copies of documents existing from making the rounds via email. All of this often led to bottlenecks and mistakes.

For smaller businesses, efficiency can be a game changer. Consistent, repeatable workflows create confidence in customers and partners and allow a company to scale. A product configurator application stores related product information in one place, reducing the likelihood of duplicated or old data. Systems that use rules-based configuration engines create a systematic and logical flow that constrains consumers to options that can actually be produced.

The best solutions can connect to upstream and downstream applications so that sales data can be easily incorporated into strategic business considerations. Platforms that can be used by both internal users and customers give your organization the flexibility to decide who should be in the driver’s seat when it comes to putting together a configured order.

Must-Have Features for Product Configurator Software

Product configurator platforms need to make the sales and buying experience timely, accurate, and effective for both sides of the transaction. While the functionality and support provided will undoubtedly vary, there are fundamental elements that any worthwhile solution should offer:

  • Product configurator features: Product configuration is about more than providing choices and making a selection. Additional considerations include impact on prices and costs and how best to turn a customer’s imagined selections into a concrete purchase. Features like pricing and cost calculations, rules-based configurations, and real-time visualizations are important components for these types of applications.
  • Use types: A solution that allows team members to modify products based on client input is certainly valuable, but having the option to hand this activity over to the customer means your team can shift their time and attention to activities that better contribute to the bottom line.
  • Integrations: Sales data can contribute to a number of strategic conversations, including product development, trends analysis, cost control, and talent management. Integrations with partner applications help get the right information to the right people in less time. While pre-built integrations represent the smoothest path, connections built via APIs are also beneficial.

The Cost of Product Configurator Software

As can be seen in the table above, there’s significant variation in the pricing supplied by the various contenders. Roughly a quarter of the providers operate on a custom-quote basis, while a few use one-time pricing models. Although most of the remaining alternatives operate with a per user per month pricing structure, the underlying details of their subscription plans differ in important ways.

In general, pricing provided is for base versions, with advanced features like analytics, automated workflows, 3D capabilities, and VR technology available only in higher-priced plans. While all offer integrations, reporting, pricing and cost calculations, and rules-based configurations, the specifics vary. For example, some include pre-built integrations with leading CRM tools and others with major e-commerce platforms. As another example, some vendors have automated product recommendations or alerts that highlight cross-sell or upsell opportunities as part of the configuration functionality. Although customer support is always part of the deal, a number of products include it free for a limited time only and require an additional cost after this period.

With all this variation, it’s best to carefully consider what your business requires and closely examine what vendors are including in each price plan to ensure your needs are met.