3D PRODUCT CONFIGURATION & QUOTING
Custom 3D product configurator services for complex sales
For manufacturers and construction businesses selling products with variable dimensions, materials or features.
RedEx connects interactive product selection with pricing rules and sales follow-up, so customers can explore their choices and your team can work from a clearer brief.
Buyer-led
Buyer-led Help customers understand their options through interactive 3D previews.
Rules-based
Guide selections using agreed product constraints and pricing logic.
Sales-ready
Capture product choices and enquiry details together for follow-up.
Make product choices easier to understand
Let buyers explore dimensions, materials and features with visual feedback as they configure.
Apply the right pricing rules
Define which configurations can return a price and which require sales or technical review.
Capture a complete enquiry
Bring selected options and customer details into one brief, reducing the need to reconstruct requirements.
Connect the next step
Route configuration data to the sales team or CRM responsible for responding.
The Reality
When manual quoting becomes a sales bottleneck
Your products may be configurable, but the buying journey still depends on static images, email exchanges and a salesperson rebuilding the brief. Buyers struggle to explain what they want. Sales and estimating teams repeat the same clarification work before they can respond.
The Challenge
Close the Gaps Between Product Choice and Quote
01 / REQUIREMENT
Choices are hard to explain
Customers need to understand how dimensions, materials and features change the product before they request a quote.
02 / Quoting
Estimators repeat the same work
Sales and estimating teams translate similar enquiries into pricing inputs, often asking for information that could have been captured earlier.
03 / HANDOFF
Details get lost between systems
Product selections and customer information arrive separately, leaving sales to rebuild the brief before following up.
3D Product configuration & Quoting
Configuration connected to sales.
THE WORKFLOW WE CONNECT
From Product Selection to Sales Follow-Up
01 / Configure the product
Guide buyers through relevant dimensions, materials and features, with 3D previews that reflect their choices.
02 / Apply product and pricing rules
Check selections against agreed constraints. Return a price where the rules support it, or flag the configuration for review.
03 / Capture the enquiry
Bring configuration details and customer information together so sales can understand the request.
04 / Route and respond
Send the enquiry to the agreed team or CRM workflow, with the information needed to prepare a quote or continue the conversation.
Where it creates value
Guide the Buyer. Equip the Sales Team.
A useful configurator helps buyers understand their choices and gives your team a stronger starting point.
The experience should make the next sales conversation more specific, with less time spent collecting basic requirements.
01 /
Help buyers make informed choices
Show how available options change the product, helping customers communicate what they want before contacting sales.
Business priority:
clearer requirements at enquiry
02 /
Reduce repetitive quoting work
Capture standard pricing inputs once and apply agreed rules where possible, leaving exceptions for the people qualified to review them.
Business priority:
less re-entry and faster quote preparation
03 /
Improve sales follow-up
Keep the configuration and customer details together when an enquiry reaches the responsible team.
Business priority:
more relevant conversations and clearer ownership
Business outcomes
Digital transformation grounded in your sales workflow.
Connect the customer’s product choices to the work required to price, qualify and respond. RedEx brings process consulting, experience design and platform delivery together around a defined sales problem, with measures agreed before implementation.
Measures to agree:
Quote turnaround time
Manual re-entry
Enquiry completeness
SQL conversion
Built around your existing technology
Connect Product Data, Pricing and Your CRM
The configuration journey needs to reflect how your business sells. We define the product information, pricing logic and integration requirements around your existing website and sales process.
Product rules and ownership
Clarify available options, valid combinations, pricing responsibilities and the exceptions that need human review.
Website and CRM integration
Define how the configurator fits into your website and how selected options, customer details and pricing information reach the systems used for follow-up.
Adoption & improvement
Manage lead enquiries, maintain product and pricing information. Use feedback and analytics to improve the experience after launch.
Our Approach
Start with a High Priority Use-case
Choose a product family where configuration or quoting creates recurring friction.
Define the rules, handoff and success measures, then use the initial scope to test the experience before extending it.
01 /
Assess the quoting workflow
Map buyer questions, product options, pricing inputs, existing systems and the work required to turn an enquiry into a quote.
Typical output: a workflow map, prioritised requirements and an implementation scope.
02 /
Build and validate the configurator
Develop the agreed product journey, 3D experience, pricing logic and enquiry handoff. Test representative configurations and exceptions with your team.
Typical output: a working configurator for the selected product family, validated rules and a launch checklist.
03 /
Launch, measure, extend
Introduce the experience into your sales process, track agreed measures and resolve friction before adding more products or integrations.
Typical output: an operational configurator, ownership guidance and a prioritised improvement plan.
Client engagement
A 3D Configuration Journey Connected to Sales
For a custom-building business, RedEx delivered a web-based configurator with interactive 3D previews, dynamic pricing and CRM handoff, embedded in the existing website.
- PREMIUM Case Study
60%
Growth in qualified leads
40%
Reduction in quote delivery time
75%
Reduction in manual entry per lead
Discuss Your Product and Quoting Workflow
Tell us what you sell, how customers choose their options today and where quoting slows down. We’ll help clarify the product rules, integration needs and a practical starting scope.
Useful information for the conversation:
- Your product family and available options
- Your website and current CRM
- A sample quote and pricing process
- Your target launch window
FAQs
Frequently Asked Questions
Can it provide instant quotes?
That depends on your pricing rules and approval requirements. During scoping, we distinguish an indicative estimate from a quote your business is ready to issue. Some configurations may still need sales or technical review.
Can it work with our existing website and CRM?
Integration is assessed during scoping. We review your website, CRM and available interfaces to define how the configurator will be embedded and how enquiry data will reach your sales team.
What do we need to prepare?
Start with one product family, its available options, sample quotes and your current pricing process. Existing product specifications and 3D assets, where available, help clarify the modelling and development work required.
How much does it cost, and how long will it take?
Cost and timing depend on product complexity, 3D asset readiness, pricing logic and integrations. Share your requirements so we can define a scope and propose the appropriate delivery approach.
Do we need a pilot first?
A pilot is useful when product rules, pricing logic or customer behaviour need validation. If those requirements are already clear, the first phase can focus on a defined production release for one product family.