Best Visual Configuration Software

Julie Jung
JJ
Researched and written by Julie Jung

Visual configuration software, also known as visual product configurators, shows sales representatives visualizations of custom-configured products with the customer’s selected features represented. The visualizations are tied to predetermined configuration models, allowing only feasible configurations based off of any functional, technical, business, or budgetary limitations. Many tools allow sales reps and customers to add and remove features directly, with the visualization updating to reflect those changes in real time.

With visual configuration software, companies can easily configure, price, and quote products in a collaborative way that is easy to see via 2D and 3D visualizations. Some tools even offer augmented reality and virtual reality functionality, allowing customers to see the product in their environment. Customers and sales reps are able to see a representation of the finished product prior to purchasing, increasing service levels and buyer confidence.

These tools are often used in manufacturing, engineering, and industrial settings. Visualizations can also be embedded in e-commerce stores to empower customers to take product configuration into their own hands. While some visual configuration products are standalone, most are part of an overall CPQ software solution.

To qualify for inclusion in the Visual Configuration category, a product must:

Enable the design and visualization of products in 2D and/or 3D
Allow for the addition of features in line with non-visual configuration models
Offer visual configuration as a native function of the tool, not via an integration
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Best Visual Configuration Software At A Glance

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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79 Listings in Visual Configuration Available
(131)4.5 out of 5
Entry Level Price:$25.00
5th Easiest To Use in Visual Configuration software
(98)4.5 out of 5
Entry Level Price:$150.00
11th Easiest To Use in Visual Configuration software
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(78)4.7 out of 5
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1st Easiest To Use in Visual Configuration software
(58)4.5 out of 5
10th Easiest To Use in Visual Configuration software
(68)4.3 out of 5
4th Easiest To Use in Visual Configuration software
(30)4.8 out of 5
3rd Easiest To Use in Visual Configuration software
(61)4.4 out of 5
13th Easiest To Use in Visual Configuration software
(52)4.5 out of 5
9th Easiest To Use in Visual Configuration software

Learn More About Visual Configuration Software

What is Visual Configuration Software?

Visual configuration software, sometimes known as visual product configurators or visual CPQ, is a type of product specification app that uses 2D or 3D images of the product to select options and show its current and final forms. This allows salespeople to consult directly with customers on product features, often with better results than simple Q&A or choosing from a static catalog. The configurations shown are limited to what is actually possible and functional according to predetermined rules or preset configurations, so a customer cannot choose a setup that is not valid.

Why Use Visual Configuration Software?

Visual configuration is essential when the appearance of a product matters, such as custom apparel. It is also highly valued in designing items like industrial machinery that must fit within predetermined space, weight, or shape constraints. Sometimes it is just easier or more effective to choose options from a 2D or 3D representation than from a list.

Who Uses Visual Configuration Software?

There are two main types of users who leverage visual configuration software. In B2B settings, salespeople walk customers through the configuration process and input their choices to the software. For B2C implementations, it is usually the customers themselves who make the changes and choose the final product. There are exceptions on both sides.

Many industries make use of visual configuration software, particularly those dealing with highly complex objects. These include aviation, automobile, power generation, industrial machinery, and construction, but also biomedical devices, laboratory equipment, and interior design.

While normally the realm of computer-aided design (CAD) software, there is also a use case for visual configurators among product designers who are modifying an existing design or who have been given a set of specifications and must work with limited space and catalogs to arrive at a solution.

Kinds of Visual Configuration Software

The types of visual configurator depend on who is being served.

Consumer — Consumer, or B2C, visual configuration software is intended for direct use by the customer, often in conjunction with e-commerce software. Examples of use include car companies that let buyers choose outward features, such as paint job, wheels, and upholstery, or apparel companies that offer custom printing of text and logos on shirts or hats. Some interior design products fit here for choosing accessories and laying out rooms, but many are intended for professional decorators and the hospitality industry. B2C configurators are typically (though not always) light on technical details because the selections are more cosmetic in nature.

Industrial — Industrial, or B2B, configurators are for use by salespeople, who use their knowledge of their product lines and the customers’ requirements to design custom products in direct consultation with the customer. Heavy construction equipment and factory machinery are often customized this way, taking into account power requirements, physical footprint, capacity limits, and other factors. The configuration process also generates customized documentation and instructions.

Visual Configuration Software Features

The following are features found, in some form, in all visual configuration software.

2D or 3D — Visual configurators must render an image, whether flat or volumetric. Use of 3D has become prevalent for objects where heft and depth matter, while 2D is used in cases where the overall dimensions of the product either do not change or are not important. Some visual configurators are capable of both types of display.

CPQ integration — Since this category is the configure portion of configure-price-quote, it’s important for the configurator to be tightly integrated with the CPQ system, if not built directly into it.

Nonvisual support — While the purpose of this software is to provide visual representation of components and finished products, not everything needs its own graphic, and sometimes it’s easier to select from a list than to cycle through images.

Documentation — The configuration process records the selections and results in written form in addition to an image. This documentation may include but is not limited to a parts list, an invoice, specifications (fuel, power, dimensions, capacity, etc.), assembly, and usage instructions.

Saved versions — The visual configuration tool may have preset designs and may allow the user to work on concurrent variants like an A/B test. The ability to save a particular configuration and continue working, with the ability to revert to the previous version, also goes here.