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The product configurator lets you build configurable products with customizable options, dependencies, and pricing rules. You can create products that adapt based on customer selections, enforce validation logic, and calculate prices dynamically. This guide shows you how to create a configurable product using the visual configurator builder.

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Prerequisites

  • Admin or Manager role
  • An active Catalog with at least one product

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Access the product configurator

Navigate to Products & pricing → Products, open an individual product, and locate the configurator.

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Create a configurable product

1

Start a new configuration

Click [BUTTON LABEL] and select the product you want to configure from your Catalog.Enter a configuration name in the [FIELD NAME] field and click [BUTTON LABEL] to open the configurator builder.
2

Add configuration options

Click [BUTTON LABEL] to create a new option.Define the option properties:
  • [FIELD NAME]: The display label customers will see
  • [FIELD NAME]: Choose from dropdown, checkbox, radio, number input, or text
  • [FIELD NAME]: Available choices for selection fields
  • [FIELD NAME]: Whether the option is required
Repeat to add all configuration options for your product.
3

Set up pricing rules

Click the [BUTTON LABEL] tab.Click [BUTTON LABEL] to create a pricing rule:
  • Select the option that affects pricing
  • Define the price adjustment (fixed amount or percentage)
  • Set whether the adjustment adds to or multiplies the base price
Use percentage adjustments for options that scale with the base product price, and fixed amounts for add-ons with consistent costs.
4

Configure validation rules

Click the [BUTTON LABEL] tab to add dependencies between options.Click [BUTTON LABEL] and define:
  • If condition: The option and value that triggers the rule
  • Then action: Show, hide, require, or exclude another option
Example: If [VALUE] equals [VALUE], then require [VALUE].
5

Preview and save

Click [BUTTON LABEL] to test the configuration as a customer would see it.Verify that:
  • All options display correctly
  • Validation rules work as expected
  • Pricing calculations are accurate
Click [BUTTON LABEL] to make the configuration available.

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What happens next

The configured product appears in your Catalog with a configuration icon. When sales reps add this product to a quote, they’ll see the configurator interface where they can select options for the customer. The quote automatically calculates the final price based on the selected configuration.

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Troubleshooting

Check that your base product has a price defined in the active Pricebook. Verify that percentage rules are set to the correct operation (add vs. multiply). Review the rule order—rules apply sequentially and may affect each other.
Ensure the triggering option value exactly matches the rule condition. Check that dependent options exist in the configuration. Rules only apply when the triggering condition is met during configuration.
Verify the configuration is saved and active. Confirm the product is assigned to the Catalog used in your Template. Check that your user role has permission to access configured products.

Create products

Add products to your Catalog

Configure bundles

Create product bundles

Manage pricebooks

Set up pricing for products

Create quotes

Add configured products to quotes