6 Best Product Configurator Software Options in 2026

If your business offers numerous customization options, then chances are you're using — or desperately need to use — product configurator software. Taking an order for 800 office chairs in various styles and colors, for example, would naturally complicate the quoting process. But the more you can automate the closing of complex, high-value deals, the better.

Often integrated into configure, price, quote (CPQ) systems, product configurator software has emerged as a game-changing tool that streamlines the sales process, reduces errors, and improves the overall customer experience.

Product configurator software enables sales teams to customize products or services to specific customer requirements, preferences, and constraints. The technology guides you through selecting options, features, and specifications, automatically calculates pricing, checks compatibility, and ensures all configurations meet business rules and technical requirements.

For organizations selling customizable products such as software licenses, manufacturing equipment, telecommunications services, or complex service packages, this type of sales software serves as a reliable assistant. It eliminates guesswork and reduces manual errors related to pricing, inventory, and component compatibility.

Product configurators use a structured, rule-based system to guide sellers through configuration decisions. Sales operations teams set up workflows within the configurator using product data from your customer relationship management (CRM) system and other systems alongside pricing rules and product bundles to provide sellers with all available configuration options. Configurators also show pricing summaries and fluctuations in pricing when options change. Customers experience a configurator when they receive a sales quote or are self-serving on an ecommerce site for a complex and customizable product, such as when purchasing a car online.

Product configurators begin with base products or service packages, allowing users to choose their starting point. The system then dynamically generates configuration options based on the selected base product, available inventory, and predetermined business rules. As users make selections, the configurator continuously validates choices against compatibility requirements, inventory levels, and pricing rules, providing real-time feedback.

Advanced configurators may also incorporate AI for sales capabilities that can suggest optimal configurations based on customer requirements, historical sales data, and performance metrics.

The final output typically includes a detailed product specification, accurate pricing, delivery timelines, and any relevant documentation. This information directly integrates with sales planning software, lead management, and quote generation tools.

Product configurator software benefits sales teams handling complex or customizable products in the following ways:

Sales teams can quickly generate accurate quotes and proposals by automating configuration processes, influencing sales conversion rates. This advantage is crucial in competitive situations where fast response times can influence purchasing decisions. Integration with sales engagement platforms also helps speed follow-up activities and customer communications.

Manual errors can be costly and embarrassing, eroding customer trust. Making revisions to quotes also delays sales cycles. Product configurators ensure accurate sales quotes by automatically applying business rules, checking compatibility, and calculating accurate pricing.

Manual configuration takes time. Product configurator tools free sales teams to focus on relationship building and understanding customer needs. Sales team productivity tools that include configuration capabilities enable you to handle more opportunities while maintaining a high quality of service.

Product configurators collect and generate valuable data about customer preferences, popular configurations, and sales patterns. When a configurator is built into your CRM, you’re leveraging up-to-date information and trend insights.

The most effective product configurators include these core capabilities:

• Rule-based configuration: The foundation of any configurator is its rules engine, which enforces business logic, compatibility requirements, and pricing structures. This engine ensures that all configurations are valid and commercially viable while preventing impossible or unprofitable combinations.
• Real-time pricing calculations: Advanced configurators provide instant pricing updates as users modify configurations. This transparency helps sales teams and customers make informed decisions while preserving profit margins. Integration with enterprise pricing systems ensures accuracy across all sales channels.
• Inventory management: Connect configurators with inventory management systems, if applicable, to provide real-time availability information. This prevents sales teams from promising products that aren't available and helps customers understand delivery time frames before placing an order.
• Multichannel support: Enterprise configurators support multiple sales channels, ensuring a consistent configuration experience across direct sales, partner channels, and self-service portals. This consistency is crucial to maintaining brand standards and customer satisfaction.
• Integrations: Modern configurators seamlessly integrate with CRM systems, ERP platforms, and other business applications so that configured products flow smoothly through the entire sales management process.

Product configurators vary significantly in complexity and functionality, ranging from simple tools that allow you to select from a few options to sophisticated systems that handle complex manufacturing requirements. It's important to understand which type of product configurator will best serve your business and sales team.

These systems rely on predefined business rules to make complex product configuration decisions. They're ideal for products with clear compatibility requirements and established options. CPQ configurators are rules-based and work well for configuring technology products and generating accurate quotes.

More sophisticated than rules-based systems, these configurators use mathematical constraints to solve complex configuration problems. They're especially useful for manufacturing applications where multiple variables must be optimized simultaneously, such as weight, cost, and performance specifications.

These configurators let customers customize products according to specific attributes like color, size, and material. They're ideal for businesses that offer extensive personalization for made-to-order items, such as shoes, couches, and cars.

Self-service configurators are designed for customer-facing applications. They often include interactive product visualizations and simple navigation to help customers easily configure products on their own. Self-service configurators are particularly effective for business-to-consumer businesses with standardized product lines.

When evaluating product configurator software, it's essential to choose a solution that consistently earns high ratings from verified users. The following list is curated from G2 and Gartner Peer Insights. G2 scores tools based on user feedback, available features, and overall satisfaction, while Gartner scores tools based on user feedback, user interest, and adoption.

Revenue Cloud offers robust CPQ capabilities within a unified revenue management platform. Built natively on the AI-powered Salesforce CRM platform it delivers enterprise-grade CPQ capabilities that scale with growing businesses while maintaining the simplicity sales teams need to close deals faster. Reviewers value the ability to manage the entire sales process within a single system and note the ease of use once the tool is configured to meet specific business needs.

How it helps sales teams:

• Flexible selling: Sellers can easily configure quantities, attributes, and options while receiving real-time pricing updates.
• Rules and constraints logic: Intelligent constraint engines prevent invalid configurations and suggest better alternatives, reducing rule maintenance and ensuring backward compatibility as products evolve.
• Unified configuration engine: Unified product catalog powers all channels and is fed by the configurator. This provides consistent experiences and streamlines tool training.

DealHub.io offers an AI-powered CPQ platform that simplifies the quote-to-revenue process for non-technical users. Its no-code architecture allows teams to quickly adapt and change workflows without requiring advanced customization. It combines intuitive design with powerful automation capabilities to quickly generate complex quotes while maintaining control over pricing and approval workflows. Reviewers note that it streamlines the deal management process with customizable templates and automations, saving teams time.

How it helps sales teams:

• Flexible selling: Sales playbooks guide you through adaptive, question-based flows that help customize the sales approach for different market segments while following qualification processes.
• Rules and constraints logic: The rules engine allows for quick updates to business logic without needing developer resources. This helps prevent errors and automatically recommends complementary products to boost deal value.
• Unified configuration engine: The system supports various configurations, including sales conversations and self-service renewals, while offering seamless CRM integration.

Epicor CPQ (formerly KBMax) specializes in visual product configuration, offering 2D, 3D, and augmented reality capabilities that bring complex products to life during sales conversations. The platform can generate prices, quotes, CAD drawings, and bills of materials, and works in engineer-to-order scenarios where visual validation improves customer confidence and shortens the sales cycle — particularly in the automotive, building supply, distribution, manufacturing, and retail industries. Reviewers like the rapid quoting and proposal creation, noting that the system is both flexible and capable of handling advanced configurations.

How it helps sales teams:

• Flexible selling: Visual configurators let customers and sales teams explore product variations intuitively, starting with any design element and accommodating real-time changes.
• Rules and constraints logic: The constraint-based engine handles complex mathematical relationships, automatically generating CAD files and manufacturing documentation from sales configurations to help eliminate engineering bottlenecks.
• Unified configuration engine: The same logic powers both online self-service and sales-assisted environments, ensuring consistency as it flows configurations into integrated manufacturing and fulfillment systems.

Oracle CPQ Cloud (formerly BigMachines) brings enterprise-scale capabilities to complex product configuration scenarios. The platform integrates with Oracle's broader business application suite and is compatible with leading third-party CRM and ERP systems. It can integrate into diverse technology environments and provide multilingual support. Reviewers note that this solution may be ideal for companies with extensive product catalogs and sophisticated pricing structures, as well as for specific industries, such as e-commerce.

How it helps sales teams:

• Flexible selling: The system's guided selling framework adapts to various methodologies, allowing you to approach configurations based on customer needs, technical specifications, or budget constraints. It also accommodates complex approval workflows.
• Rules and constraints logic: Advanced constraint handling manages thousands of product interactions while learning from successful configurations to suggest optimal combinations based on historical data and customer preferences.
• Unified configuration engine: The system maintains consistency across all sales channels, with localization support for global organizations, and handles complex pricing that includes volume discounts and contract-specific terms.

Configure One Cloud delivers robust CPQ capabilities, especially for manufacturing and engineer-to-order environments. The platform consistently earns high marks for customer support and successful implementation, with reviewers noting its ability to handle complex configuration requirements while remaining user-friendly for non-technical sales team members.

How it helps sales teams:

• Flexible selling: The system's intuitive interface enables product configuration based on customer specifications without requiring deep technical knowledge, using interactive visuals and guided workflows for complex products.
• Rules and constraints logic: The rules engine manages complex interdependencies while providing clear explanations for impossible combinations, helping sales teams quickly find alternative solutions when requirements need adjustment.
• Unified configuration engine: A single engine supports all channels and touchpoints, generating consistent outputs for quotes and manufacturing documentation with smooth ERP and CRM integrations.

HubSpot Sales Hub incorporates CPQ functionality as part of its comprehensive sales platform, offering an accessible entry point for growing businesses that need configuration capabilities. Built on HubSpot's CRM foundation, it provides seamless integration with marketing and customer service activities, creating a unified customer experience across all touchpoints. Reviewers appreciate the automation and smooth integrations with other marketing, project management, and CRM solutions.

How it helps sales teams:

• Flexible selling: The CPQ functionality integrates with other sales engagement features, allowing you to configure products within existing customer relationships and pull data from deal records to reduce manual entry and include known customer preferences.
• Rules and constraints logic: Built-in business rules prevent common errors and keep things simple for non-technical sales teams. The emphasis is on ease of use rather than complex rule management.
• Unified configuration engine: Configuration data flows seamlessly between sales, marketing, and service teams, supporting the entire customer lifecycle from exploration through renewal.

Selecting the right product configurator software requires careful consideration, including product complexity, sales processes, integration, and industry-specific requirements (such as inventory management). Here are some ways to determine which solutions could benefit you most:

Begin by evaluating the complexity of your product portfolio. Simple products with limited options may require only basic configurators, while more complex products may require more advanced systems. It's also important to think about how products will continue to evolve in the future.

Modern configurators should easily integrate with existing sales and business systems. Prioritize solutions that offer robust integration capabilities with your CRM, ERP, and other critical applications. Integration with Agentforce and other AI-powered sales tools can provide additional competitive advantages.

Evaluate solutions to ensure the interface is intuitive and efficient and meets mobile compatibility and accessibility requirements for field sales teams.

Choose product configurators that can handle your current transaction volumes and support future growth. Cloud-based solutions typically offer better scalability than on-premises options, especially for organizations with fluctuating demand or seasonal sales patterns.

By investing in and effectively implementing the right configurator technology, sales organizations can gain a significant competitive edge in today's complex marketplace. The key is to choose a solution that aligns with business needs and provides the flexibility to grow and evolve.

The right product configurator software can be a powerful component of your overall sales plan, supporting faster sales cycles, improved accuracy, and enhanced customer satisfaction. When integrated with comprehensive revenue lifecycle management software, product configurators help maximize effectiveness while delivering exceptional customer experiences.