Sales configurator

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3D Sales Configurator

Build an online configurator with DriveWorks to stay ahead of the competition, reduce costs, and win more business.

Interactive 3D visualization

Enhance customer understanding and shorten your sales cycle by communicating design details with interactive 3D visualizations.

Integrate with other systems

DriveWorks Pro integrates seamlessly with company systems to reduce bottlenecks, cut costs, optimize processes, and eliminate errors.

Intelligent guided selling

Ensure customers and sales teams configure the ideal solution every time with intelligent rules-based guided selling and validation.

How to set up a DriveWorks configurator

Use DriveWorks to build a custom configurator to suit your business needs

Design user interface (UI)

You have complete control over the design and behavior of your configurator. Choose from over 20 user interface controls, including images, text inputs, dropdowns, and buttons.

Build rules and logic

Enter your design knowledge into custom rules, created in the intelligent DriveWorks Rules Builder. Automatically guide users, validate product selections and create sales and manufacturing documentation.

Configure again and again

Customers, sales teams, and distributors can configure your products on any device, anywhere. Guide users to the correct buying decision based on their needs and budget.

Sales configurator features

Connect sales and manufacturing using a sales configurator with guided selling features

Guided selling

Enable your customers to configure their product selection, get instant quotes, accurate delivery dates, and even place their orders with little or no input from sales.

Guide your customers to the correct buying decision based on their needs and budget
Identify upsell opportunities to promote higher value products and promote suitable aftermarket service packages and warranties
Build closer relationships with your customers, develop brand loyalty and shorten the sales cycle

Any device, anywhere

Enable sales teams, distributors, and customers to configure custom products on any device, anywhere. Connect sales and manufacturing to reduce costs, errors, and lead time.

Create a responsive configurator, optimized for all browsers and devices
Embed into your website to allow customers to configure and order products anytime
Set up intelligent workflows and control users and security

Interactive 3D visualization

Enhance customer understanding and shorten your sales cycle by communicating design details with interactive 3D visualizations.

Communicate complex designs easily using interactive 3D
Import existing 3D models and geometry. DriveWorks supports files in .stl, .obj, .gtlf, .gtlb, .iam, .ipt, .par, .psm and .asm formats
View products in immersive Virtual Reality (VR)

Seamless integration

DriveWorks integrates seamlessly with company systems enabling customer-specific pricing, inventory management, accurate lead times, and delivery schedules.

Pull data from your existing company data or CRM system
Pass data to other company systems
Built-in SOLIDWORKS PDM integration and the ability to automate MBD and CAM

Automatically create documents

Order-specific sales and manufacturing documents are created automatically. Set up templates that match your company branding.

Create Microsoft Word, Microsoft Excel, PDF, HTML, XML, and text files
Automatically send emails with generated documents and approval drawings attached
Create BOMs, cut lists, and supporting documents for manufacturing