What is Visual CPQ
Visual CPQ is a type of Configure, Price, Quote software that allows users to configure complex products using interactive visuals. Instead of selecting options from long lists or spreadsheets, users configure products through images, diagrams, or 3D models. As each choice is made, the visual is updated to reflect the configuration in real time.
Many organizations adopt visual CPQ to simplify the buying and selling process. Visual CPQ helps reduce configuration errors because users can see the impact of each choice. It shortens sales cycles because fewer revisions are needed. For customers, visual CPQ provides clarity and confidence. They can see what they are ordering before the quote is finalized.
Visual CPQ is often used in industries with configurable or engineered products. These include manufacturing, industrial equipment, HVAC systems, construction products, and specialty vehicles.
Key Capabilities of Visual CPQ
Visual CPQ tools include features that support both sales teams and customers during configuration.
- Interactive 2D or 3D product visuals
- Rule-based configuration logic
- Real-time price updates
- Guided selection to prevent invalid combinations
- Support for custom dimensions and layouts
- Automatic generation of quotes & proposals
These features help ensure the configured product matches technical and commercial requirements.
Benefits of Visual CPQ
2D and 3D representations from Visual CPQ enable users to see the structure of the product and how each choice affects the final design, removing the guesswork from the configuration process.
Visual CPQ helps users identify incompatible or incorrect selections as they configure the product. Issues are addressed early, before the quote moves forward.
Customers can see exactly what they are purchasing before approving the quote. This clarity helps build trust and reduces last-minute questions and fixes.
When configurations are accurate from the start, fewer changes are needed later. This reduces revisions and helps sales teams deliver quotes more quickly.
Sales teams can generate accurate quotes without relying on the engineering team every time a custom request comes in.
Visual CPQ vs Traditional CPQ
| Factor | Visual CPQ | Traditional CPQ |
|---|---|---|
| Product Visualization | Generates 2D or 3D visuals as the product is configured | Does not generate visuals during configuration |
| Product configuration | Users configure products by interacting with visuals | Users configure products through forms and option lists |
| User experience | Better user experience as users can see how selections affect size, layout, and appearance | Normal user experience as users must interpret descriptions and specifications |
| Error prevention | Visual feedback helps catch mistakes early | Errors are usually found after rules are applied |
| Use case | Well-suited for complex, custom, or engineered products | Better suited for standard products with fewer variations |
