Get your product catalog ready.
A straightforward checklist for a well-considered configurator project.
Choose one product family first
Start with a representative product and a clear customer journey. A focused first release makes it easier to validate product rules, pricing, and the enquiry process before expanding the catalog.
Gather your product information
Collect dimension ranges, materials, finishes, accessory choices, and compatibility rules. Existing drawings, photography, and product sheets help explain the product accurately.
Document the pricing logic
Write down the base price, dimension adjustments, accessory costs, and any regional differences. Record where a sales review is still needed. These rules should be understandable to both your team and the implementation partner.
Agree on the handover
Decide where an enquiry should go and what your team needs to receive. Review the configuration summary, required customer fields, privacy information, and any system integrations before launch.
Review with real users
Ask a small group of customers and salespeople to complete the journey on desktop and mobile. Watch for unclear options, missing information, and unexpected configurations, then refine before widening the rollout.