CPQ Visual tools or experience

Hi friends,

We are finally poised for Go Live (been a long journey and CPQ was a huge part).

Our use case for CPQ is to create Forms for our Sales People to use to price our highly customizable products. We are a sign company with a heavy design element to the process. We employ a large team of graphic designers that design concepts for our customers utilizing our product lines (and beyond). The CPQ has facilitated our ability to manage the creation of highly customizable MoMs based on form input.

Now the Future I would love to embrace the visual tools to hopefully create representations of the products being selected int he form. This is too ambitious for right now, but curious if anyone else here has ventured down that road yet.

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Yes, we use CPQ for visualization of what is being designed. I’m not sure how our product would compare to yours though, ours are based on Engineering models that have been converted to 3d models CPQ can support and then are ‘drag & dropped’ into the scene. I will say that whatever models you do have, make sure they are as optimized as humanly possible, just taking a model out of solidworks, converting it to a fbx file and importing it will work but it will be a performance killer and depending on how bad it is can cause the environment not to run at all. Optimizing models is a part time job on its own.

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We went live in January 2025 (so it’s officially been a whole year, woo!) and have been using the 3D scene from day 1 as it wouldn’t have made sense to us to go live without it. While we did provide some of the 3D models, we relied HEAVILY on the CPQ professional services team to make sure the models were optimized and reactive to UI changes. Ours is very complex and we didn’t have anyone who specialized in graphic design on our team at the time of engagement, so it made a lot of sense for us to allow the CPQ professionals to lead that for us. We have a customer-facing version of our CPQ tool on our website that anyone is welcome to look at anytime.

I wish you luck in your go live! Ours was also a very long process, and it was a great feeling to finally cross the finish line! A year later, we finally pushed the last of our new development (for now) to the config and are now focusing on bug fixes/performance enhancements. Long road but has so far been rewarding and successful!

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