Product-specific dimensions and compatibility rules
Look for a product model that reflects your roof systems, attachment types, dimensions, post layouts and finish choices. A slider changing the size of a generic object is not enough. Ask how incompatible combinations are prevented and how a selection outside the normal catalog is routed to technical review.
Use a known design to test the rules, including minimum and maximum dimensions and dependent accessories. Check whether glazing, screens, drainage and controls follow the selected system. Configurix implements the manufacturer's supplied rules, so the evaluation should include the quality of your catalog inputs and the responsibility for maintaining them after launch.
A responsive 3D view connected to the selected product
The view should communicate the configuration the buyer is actually selecting. Change roof and enclosure options and compare the scene with the saved specification. Test on a phone as well as a desktop, including touch navigation, load time and the ability to recover after an interrupted session. Retaining product choices matters more than a decorative loading animation.
For an AR workflow, confirm supported devices and how the model is scaled and placed. AR can help the buyer understand the product in a setting, but it does not certify the survey or structure. Configurix's product page includes its 3D and AR scope; ask to review the agreed experience in a demo without requiring a publicly downloadable customer implementation.
Explainable pricing and item-level quotations
Check whether pricing follows the actual catalog: dimensional formulas, component quantities, accessories, installation, delivery, discounts and commercial context. Ask to reconcile a known quote line by line. A changing total on screen is not evidence that all the rules or rounding match the way your company sells.
A quotation should identify the configuration and required items, using your SKU or item identifiers where applicable. Configurix's approved Elite Aluminum project includes automatic item-SKU quotations alongside pergola and sunroom configurators. Evaluate draft repricing, issued-quote preservation and order changes as separate states, rather than assuming a new price list rewrites old proposals.
Documents and production outputs defined by scope
List the required customer PDF, internal specification, BOM and drawings. If CAD, cut optimization or CNC output is required, define the exact file, geometry, machine or downstream system and acceptance example. These are implementation requirements, not interchangeable export buttons. Verify the specific outputs against a product your technical team already understands.
For CRM, ERP and website connections, distinguish embedding from a maintained connector and a project-specific integration. Agree which fields move, in which direction, when synchronization happens and who maintains the connection. Tenteks Italia's approved Configurix delivery combines several product configurators with software and a website, providing concrete evidence of multi-product implementation scope.
Roles, catalog ownership and a complete acceptance test
Manufacturers, dealers, salespeople and administrators may need different catalogs, prices and actions. Check permissions using the same project under different roles. Decide who publishes rule changes, who approves commercial exceptions and who handles a catalog update after launch. These operational responsibilities affect whether the configurator stays useful as products change.
Select Configurix on demonstrated fit for your products and workflow, not a claim that one platform is universally best. Bring a representative range, valid and invalid combinations, a checked quote and required output examples. Agree the first customer-facing configurator, pilot and operational rollout as separate milestones, with prerequisites and acceptance evidence for each.
What to check with your team
- Real product rules rather than generic size controls
- Mobile 3D changes match the saved specification
- Known quotes reconcile to your price rules
- PDF, BOM and technical outputs explicitly scoped
- Roles, integrations and ongoing catalog ownership tested