CAD product configurator
CAD product configurators and design automation.
Connect product choices and rules to browser 3D, technical drawings, CAD automation and agreed production data. Define who owns each output and verify that the same product revision reaches engineering.

One governed product definition
Keep product choices, engineering outputs and receiving systems connected to the same configuration revision.
Configuration data
Product IDs, choices and units
Engineering outputs
Formats and approval criteria
Connected records
Agreed payloads and revisions
Three valid meanings of “CAD product configurator.”
Buyers often use one phrase for three different operating models. Defining the model first prevents a fast web configurator from being judged like a native engineering system—or an engineering tool from becoming an unusable customer experience.
Web configurator with governed product data
Products whose sellable geometry can be represented with modules, dimensions, finishes and accessories without regenerating native engineering CAD for every sale.
- Browser responsibility
- The customer or salesperson configures a lightweight interactive 3D scene driven by accepted product rules.
- CAD responsibility
- CAD remains the engineering source for approved modules, profiles and technical references.
Connected visual CPQ and CAD automation
Made-to-measure products where a commercial configuration can safely drive approved drawings, derived files or parameterized engineering templates.
- Browser responsibility
- Configurix governs the buying journey, valid choices, 3D presentation, price context, saved revision and approval state.
- CAD responsibility
- A connected CAD automation service consumes accepted parameters and generates only the outputs defined in the implementation contract.
Engineering-led configuration with a sales surface
Complex or engineer-to-order systems where engineering rules, CAD automation or specialist calculations must remain authoritative.
- Browser responsibility
- The customer-facing experience collects requirements, guides preliminary choices and communicates an approved visual state.
- CAD responsibility
- Engineering software validates or generates the authoritative design before price, delivery or production acceptance is confirmed.
Interactive scope planner
Match the architecture to the product and output.
Select the product behavior and the strongest output you need. The recommendation shows where customer experience can lead and where engineering authority must remain.
Product behavior
Required output
Web configurator with governed product data
Products whose sellable geometry can be represented with modules, dimensions, finishes and accessories without regenerating native engineering CAD for every sale.
Model the product
Define typed dimensions, units, ranges and derived quantities once. Reconcile generated visuals and technical outputs at minimum, typical and maximum sizes.
Accept the output
Specify views, dimensions, units, title block, template revision, status and the exact downstream use of the drawing.
Keep the handoff traceable
The accepted configuration creates a structured specification, price, quote and optional BOM or order payload.
Give every decision one authoritative owner.
“CAD is the source of truth” is too broad. CAD can own engineering geometry while a catalogue owns sellable identity, a rule service owns compatibility and CPQ owns price. The integration should connect those authorities without silently duplicating them.
| Decision | Typical authority | Contract | Control |
|---|---|---|---|
| Sellable catalogue and option identity | PIM, ERP or product catalogue owner | Product family, revision, option and component IDs | Do not infer commercial identity from a CAD body name or screenshot. |
| Compatibility and commercial rules | Product-rule service or governed configurator model | Allowed values, dependencies, exclusions, warnings and stops | One accepted rule result must drive the UI, price request and output request. |
| Customer-facing 3D state | Web configurator bound to accepted configuration data | Visible modules, materials, dimensions, motion and camera state | A realistic scene communicates the product; it is not automatically the manufacturing model. |
| Commercial price and discount | Pricing or CPQ service | Price list, market, account, quantity, services, tax and approval context | CAD mass or area can be an input, but commercial policy still needs an explicit owner. |
| Engineering geometry | CAD, PLM or engineering automation owner | Native model, feature logic, tolerances, drawings and approved derived geometry | The CAD revision used for generation must be recorded with the configuration revision. |
| BOM and production interpretation | ERP, PLM, MES or approved mapping service | Parts, quantities, variable dimensions, operations and effectivity | A sales BOM, configured order and manufacturing BOM are related but not interchangeable. |
| Released document or file | Named output service and approval workflow | File ID, type, template, source revision, status, checksum and retention | A download button should never conceal whether an output is illustrative, review-ready or production-released. |
Name the output—and the authority it carries.
A screenshot, configured order, DXF, STEP model and released production package are different deliverables. Each needs its own input, generator, validation and approval status.
Commercial specification
Human-readable choices, dimensions, finish codes, accessories, images, price context and a configuration ID for a quote or CRM record.
Acceptance evidence
Reopen the exact saved revision and reconcile every displayed value.
Configured order payload
Stable product, component, parameter and quantity IDs delivered to ERP, CPQ, PLM or an order service through a versioned contract.
Acceptance evidence
A receiving system acknowledges the same configuration and mapping revision.
2D plan or technical drawing
A scoped PDF, SVG, DXF or other drawing output produced from accepted data or an approved automation template, with dimensions and status defined.
Acceptance evidence
Known dimensions, view rules, title block, units, revision and approval state pass acceptance.
Neutral 3D exchange file
A scoped STEP, IGES, STL, IFC, GLB or other derivative generated for a named downstream use—not a generic promise that every format preserves every feature.
Acceptance evidence
The target application imports representative files and verifies units, geometry, assemblies and metadata.
Native CAD automation result
A model or drawing generated in a specific authoring system from controlled templates, parameters, feature logic and a known software version.
Acceptance evidence
The automation job completes deterministically and the engineering owner approves boundary cases.
Production-released package
The accepted combination of files, BOM, cut or pick data, notes and approvals authorised for the factory or installation team.
Acceptance evidence
Release status, approver, source revisions, checksums and change procedure are retained.
Use a versioned CAD-output contract.
Treat output generation as a durable system integration. The request and response need enough identity to reproduce, diagnose, approve and supersede the result.
Configuration identity
configurationId, revision and lifecycle status
Product context
product family, model, catalogue revision, market and account
Parameter values
stable parameter IDs, typed values, units and accepted ranges
Rule evidence
rule-set revision, warnings, stops, review flags and override authority
Geometry request
template or model revision, coordinate convention and requested output purpose
Commercial context
price result ID, currency, price-list revision and approval status
Output identity
job ID, file ID, format, media type, checksum and storage reference
Generation result
queued, processing, review, failed, accepted or released
Traceability
requested by, generated at, software version, inputs and diagnostic record
Retention and change
expiry, supported reopen period, supersession and rollback behavior
Implement one traceable path from product rules to released output.
Stage 1
Classify the buying and engineering decisions
List every choice the customer, salesperson, product owner and engineer makes. Mark which decisions are safe for self-service, which require review and which only engineering can accept.
Stage 2
Choose the authoritative model for each decision
Assign catalogue identity, rules, pricing, browser visuals, CAD parameters, BOM and release status to named systems. Avoid one vague claim that CAD is the source of truth for everything.
Stage 3
Define stable identities and units
Map products, modules, parameters, materials and outputs with stable IDs. Normalize units, precision, origins and coordinate conventions before connecting interfaces.
Stage 4
Separate presentation geometry from engineering geometry
Decide which visible forms and movements belong in the web scene and which detailed features stay in CAD. Preserve traceable component identity without pushing manufacturing detail into the browser.
Stage 5
Write the output contract
Specify formats, templates, required parameters, job states, errors, review steps, service limits, retention and accepted downstream uses for every generated output.
Stage 6
Connect asynchronous generation safely
CAD and document jobs can outlive a browser request. Use idempotent job creation, authenticated callbacks or polling, timeouts, retry rules and permanent job identity.
Stage 7
Test representative and boundary configurations
Cover minimum, maximum, unusual but valid, invalid, legacy and revised products. Compare UI state, input payload, generated geometry, documents, BOM and reopening behavior.
Stage 8
Release with version and change governance
Bind the accepted catalogue, rule, visual asset, CAD template, output mapping and integration versions. Define who can publish changes and how earlier quotes or orders reopen.
Acceptance tests for a CAD-connected configurator.
A demo proves that one happy path can work. Acceptance proves that identities, boundary values, outputs, revisions and failures remain controlled.
Identity trace
One configuration ID resolves to the exact catalogue, rule, visual, price, CAD-template and output revisions used.
Known dimensions
Minimum, typical and maximum products reproduce approved dimensions and units in browser state and generated outputs.
Invalid state
Unsupported combinations cannot reach a CAD job through either the user interface or a direct API request.
Boundary geometry
Parameter limits, repeated modules, openings, clearances and optional components generate without feature or assembly failure.
Output import
Every promised exchange format opens in the named downstream application and preserves the accepted scope.
Price reconciliation
Any CAD-derived quantity used for price is recorded and reconciles with the accepted commercial result.
Job reliability
Duplicate requests, retries, timeouts and partial failures do not create ambiguous or conflicting released files.
Revision behavior
An earlier quote reopens against its recorded revision or enters a deliberate migration and review path.
Approval boundary
Illustrative, review-ready and production-released outputs are visibly and technically distinguishable.
Access control
Only authorised roles can request sensitive outputs, view engineering files, approve overrides or release production data.
Performance
Browser configuration stays responsive while generation runs asynchronously and communicates real job state.
Change regression
A CAD template, rule, product or mapping change reruns the affected scenario pack before publication.
Where Configurix fits
Keep the customer journey clear while engineering stays governed.
Configurix is white-label 3D product configurator and visual CPQ software. It connects guided configuration, live pricing, saved projects, quotes and structured handoff for manufacturers, product owners, dealers, retailers and installers. When CAD automation, drawings, BOMs or production data are required, those outputs are defined as product-specific integrations with named owners and acceptance criteria.
That boundary matters. Customers should see a fast, understandable product. Sales should receive an accurate commercial record. Engineering should receive controlled parameters—not a screenshot. Production should receive only accepted outputs—not an attractive but unverified scene.
Discuss your CAD and product workflowThe connected record
CAD product configurator FAQs.
Direct answers for product, sales, engineering, ecommerce and IT teams evaluating visual configuration and CAD automation.
Primary technical sources.
These references support the technical distinctions in this guide. Product capability, file support and acceptance remain implementation-specific.
Autodesk Platform Services — Design Automation API
Official overview of running supported Autodesk engines and automation activities in cloud workflows.
Open sourceSiemens Solid Edge Design Configurator
Official product overview for rule-based automation of models, BOMs and technical documentation in Solid Edge.
Open sourceKhronos glTF 2.0 specification
The official specification for an API-neutral runtime 3D asset format used in web visualisation pipelines.
Open sourceOpenAPI Specification
The official specification for describing HTTP APIs and their operations, parameters, responses and security schemes.
Open sourceJSON Schema specification
The official specification index for describing and validating structured JSON instance data.
Open sourceContinue the implementation path.
3D asset pipeline
Turn authoritative CAD and visual sources into governed, optimized browser assets without losing product identity.
Parametric product configurator
Define continuous dimensions, units, derived values and geometry bindings before connecting accepted state to CAD automation.
BOM generation
Separate customer specification, sales BOM, configured order and production interpretation with traceable mappings.
PLM integration
Connect CAD inputs and outputs to released product structures, revisions, effectivity, variants and engineering change control.
BIM product configurator
Connect valid building-product configuration to governed properties, classifications, Revit, IFC and project information handoff.
Integration architecture
Define APIs, webhooks, source-of-truth ownership, retries and acceptance across CRM, ERP, PIM, PLM and production.
Testing and QA
Verify rules, dimensions, visuals, prices, outputs, roles, revisions and downstream contracts before release.
Custom software for manufacturers
A configurator up front. Your business connected behind it.
We specialize in complex, configurable and made-to-order products. We build custom software around your catalogue, calculations, permissions, sales process and factory workflows.
Connect your product choices to engineering workflows.
Configurix builds 3D configurators and custom software for complex products. Connect catalogue choices and product rules to enquiries, CRM, appointments, pricing, quotes, bills of materials, jobs, orders and invoicing. Website integration, public content, analytics and connected systems are agreed within your project scope.
CRM and qualified leads
Capture the selected product, dimensions and options with each enquiry. Qualify by product fit, project requirements and commercial readiness, then assign the next action to the right salesperson.
New enquiry
CAD product configurators and design automation
Product fitQualified
CAD product configurators and design automation
RequirementsProposal
CAD product configurators and design automation
Next actionCalendars and appointments
Let a configured project continue into a sales consultation, technical review, survey or installation appointment. Connect calendars, responsibilities and reminders to the same customer record.
- 09:00Project review
- 11:30Technical review
- 14:00Production planning
Bill of materials and factory data
Map product selections to component codes, quantities, materials and cut lengths. Build the sales or manufacturing BOM your team needs, with revisions and production review rules defined for your products.
| Component | Quantity |
|---|---|
| FRM-01Configured components | 1 |
| PNL-02Materials and quantities | 1 |
| KIT-03Agreed operations | 1 |
Mapped to your product codes
Live prices and branded quotes
Apply your own formulas, price lists, dealer margins and approval rules. Generate a quote containing the saved specification, product images, commercial terms and a clear customer approval step.
Quote revision
Orders, jobs and production
Carry accepted choices into order lines and assigned jobs. Keep product revisions, required approvals, documents and delivery tasks together so sales and the factory work from the same specification.
- Accepted quote01
- Configured order02
- Production job03
- Installation04
Invoicing and accounting
Connect accepted orders to deposits, invoice drafts, payment terms and your accounting workflow. Agree which system issues the invoice and how references and confirmed payment status return to the project.
CAD product configurators and design automation
Built for your website. Connected to your systems.
Launch a branded configurator in your existing website or a custom sales portal. Connect CRM, ERP, PIM, ecommerce, calendars and accounting through available APIs, webhooks or agreed imports. We define the data, permissions and responsibilities for each connection with your team.
- 01Your website
- 02Configurator
- 03CRM & calendar
- 04ERP & accounting
Choose the workflows your implementation needs. We build and validate them against your products, documents and target systems.
Discuss your product experienceConnect your product choices to engineering workflows.
Bring one product family, your business rules and the systems you need to connect. We can discuss a 3D configurator and custom software for your commercial and factory workflows.