Product configurator

Connect sales and manufacturing and enable users to accurately configure custom products and automatically create sales and manufacturing data.

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Connect sales and manufacturing

DriveWorks technology connects sales and engineering, empowering users to accurately configure custom products, without the need for technical input.

The decisions, information, experience, and product constraints teams to configure products manually are captured as rules. This captured knowledge is used to calculate values, make decisions, perform actions, and automatically create sales documents and manufacturing data.

Sales teams can configure products to meet customer requirements whilst conforming to technical and manufacturing constraints. The sales process is streamlined, and engineering teams don’t waste time preparing quotes for speculative orders.

Only configure valid solutions

Intelligent rules-based guided selling ensures configured products always meet technical and manufacturing requirements.

Speed up decision making

Interactive 3D visualizations help users understand configuration choices and design details, so they can make decisions faster.

Respond faster

Sales and engineering processes are optimized, and bottlenecks are removed so you can respond to inquiries faster and win more business.

Technology and benefits

Explore how DriveWorks technology can be used to build a 3D product configurator solution.

Custom user interfaces

You have complete control over the design and behavior of the user interface of your product configurator.

Choose from over 20 user interface controls, including images, text inputs, dropdowns, and buttons.
Build a responsive user interface that’s optimized for different browsers and devices.
Use rules to control how the user interface behaves. Conditionally hide and show options and information based on previous selections.

Rules-based guided selling

Rules-based configuration ensures selections are always accurate and configured products meet engineering requirements.

Guide your customers to the correct buying decision based on their needs and budget.
Use captured technical knowledge to ensure configured products are suitable for manufacturing.
Identify upsell opportunities to promote higher-value products, and suitable aftermarket service packages and warranties.

Configure on any device, anywhere

Enable sales teams, distributors, and customers to configure custom products in a browser on any device, anywhere.

DriveWorks Live lets you access your product configurator in a browser on any device.
Embed your product configurator in your website or dealer portal for a seamless experience.
Workflow management and security tools put you in control of who can access your product configurator and what they can do.

Interactive 3D product configuration

Enhance customer understanding and shorten your sales cycle by communicating design details with interactive 3D visualizations.

Communicate design details and configuration choices easily using photorealistic interactive 3D previews that update in real time.
Get started quickly by importing existing 3D models and geometry. DriveWorks supports common file formats including .stl, .obj, .gtlf, .gtlb, .iam, .ipt, .par, .psm and .asm.
View products with immersive augmented reality (AR) and virtual reality (VR).

Accurate information everywhere

DriveWorks integrates seamlessly with other company systems to ensure that data is always accurate.

Remove introduced errors from manual data processing.
Ensure data is updated across systems immediately using bidirectional integrations.
Set up and manage easily using tasks and pre-built integrations.

Automatically create sales and manufacturing data

DriveWorks Autopilot automatically processes order-specific sales and manufacturing documents in the background.

Create Microsoft Word, Microsoft Excel, PDF, HTML, XML, and text files. Set up templates that match your company branding.
Automatically send emails and attach generated documents and approval drawings.
Automatically create BOMs, cut lists, SOLIDWORKS data, and documents for manufacturing.