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Overview

The product configurator turns a single catalog product into a product with options. You attach a configuration to a base product, then add ordered groups that let the sales rep or the customer choose products, answer questions, or see calculated values. As selections are made, rules show, hide, require, or exclude elements in real time, and formulas recalculate price, quantity, and any calculated fields. The result is a validated set of line items added to the quote.
Use the product configurator when a product has many interdependent options. For a fixed set of products sold together at one price, use a Bundle instead.

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How it works

A configuration is always attached to one base product. You add groups to it in order, and each group contains either selectable options or a calculated value. Some groups can stay hidden until a rule reveals them.
If the base product has variants, the sales rep selects a variant before seeing any group. From there, groups appear in the order you defined (A, B, C, and so on). Each time a selection changes, only the rules and formulas in groups below the one that changed are re-evaluated.

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The 3 group types

Add a group from the Configuration panel by clicking + Add, then choosing one of three types. An Item or Question group lets you pick a selection type: Radio buttons, Checkboxes, Dropdown, Multi-select, Cards (single choice), or Cards (multiple choice). Question groups add three more: Toggle, Number input, Free text, and Date. A Calculated group can hold more than one formula. Each formula has its own name, display format, and visibility, so one group can show several related values (for example, a chassis weight and a total weight).

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Option types

Inside an Item group, each option is one of:
  • Catalog product — linked to an existing product. Its price can inherit from the pricebook.
  • Custom attribute — a choice with no underlying catalog product (for example, “Standard finish” with no separate line item value). It has its own name, image, and description, and cannot use the pricebook-inherited price.
Inside a Question group, each option is a possible answer with a name and a value, plus an optional image for card-style display. Every catalog product or custom attribute option configures its own price and quantity: A formula-based price or quantity can be a flat value (350) or an expression that references other parts of the configuration ([Price] * 0.35). Each option can also be marked editable by the sales rep, and its price details can be hidden from the quote.

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Rules

A rule follows the pattern IF [condition] → THEN [action], with an optional ELSE action. Rules attach to a group or to an individual option, and they evaluate in real time as selections change.
A rule can only reference groups that come before it in the order. A rule on group D can use groups A, B, and C, but never E or later.

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Actions

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Examples

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Conflict resolution

When two rules target the same element with conflicting actions:
  • Hide wins over Show.
  • Required wins over Exclude.

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Formulas

A formula is an expression that produces a number. The formula editor offers three contexts:

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Variables

Click INSERT VARIABLE in the formula editor to insert a variable without typing it manually.

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Functions

There’s no separate “sum” function. To total the prices or quantities across an option group, insert that group’s Total variable.

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Examples

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DealRoom behavior

When a configured product reaches the DealRoom, your customer sees the same groups and selections as the sales rep, with a few differences:
  • Sales tips are hidden — they’re for your team only.
  • Calculated values marked as hidden stay hidden.
  • An option marked optional can be added or removed by the customer.
  • An option marked preselected starts checked, but the customer can uncheck it if it’s also optional.
  • An option with an editable quantity lets the customer adjust it within the configured minimum and maximum.
If none of these settings apply to an option, the customer sees it as read-only.

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When to use Configurator vs Bundle

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Common questions

No. Rules and formulas can only reference groups that come before them in the order. If you need the opposite relationship, move the referenced group earlier.
Hide always wins over Show, and Required always wins over Exclude.
No. Question groups never create a quote line on their own. They collect an answer that can drive rules and formulas, and can optionally be saved to a field.
Yes. A Calculated group can hold multiple formulas, each with its own name, display format, and visibility.
Yes. Turn off the calculated field’s display setting to use it only as an internal variable for other formulas, without showing it on the configuration screen.

Build a product configuration

Step-by-step guide to creating a configuration from scratch.

Bundle

Group a fixed set of products under one price.

Pricebook

Manage the prices that configured products can inherit from.

DealRoom

See how customers interact with a configured product online.