Visual Sales Configurator
Replace spreadsheet quotes with a rule-driven 3D configurator that carries an approved configuration into engineering handover
Our role
We mapped product rules, sales decisions, 3D assets, and output requirements into one web architecture where every visual and commercial choice remained tied to the same configuration state.
The Problem
Complex machinery is still sold through option lists, PDF attachments, and manual quote assembly. Customers struggle to picture the final setup, and sales teams spend cycles reconciling choices with engineering rules after the conversation has already moved on.
- Variant rules live in spreadsheets and tribal knowledge, so invalid combinations slip through
- Buyers cannot see spatial fit, access paths, or visual trade-offs from a line-item quote
- Each new configuration restarts the same manual work instead of reusing a structured product model
Why It Matters
When the product stays abstract, misunderstandings surface late as change orders, stalled deals, and strained handovers between sales and engineering. A visual configurator turns configuration into a shared language before money and lead time are committed.
- Consistency of quotes across sales channels
- Clarity of customer expectations before order entry
- Speed of handover from sales conversation to engineering brief
Our Solution
Product rules engine that enforces valid combinations and surfaces dependencies as customers explore options
Real-time 3D preview where layout, modules, and finishes update as selections change
Quote and specification outputs generated from the same structured configuration state, keeping commercial selections and the engineering brief aligned
Modular content structure so new variants and accessories can be added without rebuilding the sales flow
Results
Configuration choices scattered across spreadsheets, emails, and static attachments
Guided 3D configuration with rule-checked outputs that sales, customers, and engineering can review from the same state
- Sales conversations become concrete because customers see the machine, not just a list of codes
- Fewer post-quote corrections because invalid paths are blocked during selection
- Smoother transition from won deal to technical delivery with a single configuration source
Project context
A machinery manufacturer selling configurable production equipment needed a customer-facing tool that respected engineering constraints without pulling specialists into every early conversation. neexo translated existing variant logic into a rules engine, connected it to live 3D feedback, and defined the structured output used for quotation and engineering handover.
Deliverables
- Web-based 3D configurator with rule-driven option flow
- Product variant model and constraint documentation for ongoing maintenance
- Quote, specification, and engineering handover templates linked to the approved configuration
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