Model the choices buyers need to make
Start with product features, options, defaults, and compatibility constraints. A Product Feature Model can supply feature context to Configurator UI attributes. Separate what the buyer chooses from what the product model requires.
Build sections that match the decision
Create named sections, order them, and select the input renderer for each attribute. Add help text, section media, and non-input content where it clarifies a decision. Keep machine-readable attribute keys stable for submission.

Connect the visual experience
Link an optional 3D interaction to the configurator. Section-visible events and selected attributes can participate in the configured visual experience. The model, scene, and integration must be set up for the product you intend to sell.
Preview the buyer's actual path
Test sections, required labels, available options, and submission controls in the embed runtime. Review the selected accordion, tabs, wizard, single-panel, or floorplan layout. Check both a normal selection and an incompatible or incomplete selection.
Publish and validate the handoff
Confirm that the configurator reloads with a published status before sharing it. Configure completion copy, an optional redirect, and webhook settings. Server-side validation remains authoritative when a buyer submits; preserve their state when corrections are needed.
Decide where CPQ begins
Configuration captures a valid product selection. Pricing evaluates commercial context. Quoting packages approved commercial output. Native PFM rules and external CPQ rules have distinct owners; the right handoff depends on the selected connector and workflow.
Configuration, pricing, and quoting
These are connected decisions with different responsibilities.
| Decision | Question it answers | Output |
|---|---|---|
| Configuration | What can this buyer select? | Validated product state |
| Pricing | What price applies to this context? | Unit price and explanation |
| Quoting | What commercial offer is approved? | Customer-facing offer |