For direct sales and partner networks

B2B product configurator and dealer portal software.

Give manufacturers, distributors, retailers, dealers and installer networks one governed catalogue. Each partner receives its assigned products, account pricing and permissions, then configures in 3D and continues to quote, approval or order.

Plan your B2B workflow Compare visual CPQ

Shared catalogueAccount pricingRole permissionsQuotes and orders

B2B partner workspace

Regional dealer catalogue

Catalogue live

Isolated enclosed anthracite garden-office product render, front angle

Garden studio · Configured project

Dealer project

Account scopeAssigned dealer

CatalogueApproved products

Price contextAccount-specific

Next actionQuote or order

Configuration status

Commercial rules applied

Inside account permissions

Clear definition

What a B2B product configurator controls.

A B2B product configurator helps a business buyer or channel partner define a permitted product from a governed catalogue. Unlike a public colour customizer, it can use the signed-in account, market and role to decide which product families, dimensions, options, prices and actions are available.

The configuration may happen in a dealer portal, salesperson workspace, customer website or ecommerce journey. The interface can change, but the product rules and project identity remain connected. A dealer can configure a made-to-measure product in 3D, use its assigned price context, prepare a branded proposal and continue to approval or order without sending the entire project back to head office for re-entry.

Configurix supports this direct and channel model for manufacturers, suppliers, distributors, retailers, showrooms, installers and other businesses selling configurable products. The platform is not limited to one organizational structure or product category.

B2B platform architecture

Six layers connect product governance to partner selling.

The portal screen is only the surface. A dependable channel workflow also needs catalogue ownership, authorization, commercial logic and downstream data.

Central product catalogue

Control product families, dimensions, materials, accessories, compatibility and market availability once, then publish the permitted view to each channel.

Account and role context

Identify the company, branch, salesperson, dealer, market and permission set before deciding which products, prices and actions appear.

Guided 3D configuration

Let each authorized user define a permitted variant while the interactive product and structured specification respond to the same choices.

Commercial rules

Apply account price lists, quantity or formula calculations, taxes, margin visibility, discount permissions and approval thresholds.

Quote and order workflow

Create the document or next action allowed for the role: customer proposal, quote request, approval, saved basket or configured order.

Connected project data

Preserve account, customer, configuration, revision, price, document and status fields for CRM, ERP, ecommerce or project handoff.

Role architecture

One platform does not mean one view.

Every role receives the catalogue, commercial detail and actions needed for its responsibility. Sensitive values and controls require real authorization, not visual hiding.

Product owner or manufacturer

Controls how approved products and commercial structures reach direct sales and channel partners without distributing disconnected spreadsheets and PDFs.

Catalogue governance, market availability, rule ownership and network visibility

Distributor or master dealer

Can represent one or multiple product ranges, maintain its permitted commercial context and support downstream dealers or branches.

Assigned brands, territories, price lists, sub-accounts and consolidated projects

Dealer administrator

Manages how the dealer organization uses the catalogue while product and sensitive commercial governance remain controlled by the platform owner.

Company users, locations, templates, price visibility and approved permissions

Dealer salesperson

Works with the buyer in a showroom, on site or remotely and continues the same saved product instead of requesting every calculation from head office.

Customer projects, guided configuration, allowed pricing, revisions and quotes

B2B buyer or end customer

Can self-serve within a public, authenticated or dealer-assisted journey without receiving internal costs, margin or controls.

Customer-safe products, guided choices and an approved purchase or enquiry action

Sales operations and fulfilment

Receives a recognizable project record for review, order processing, scheduling or optional operational handoff.

Approved configuration, customer context, quote, order status and scoped output

Pricing permissions

Show the right commercial context to the right person.

This example matrix illustrates questions to resolve. The final permissions must follow your account structure, legal entities, contracts and market rules.

Commercial information	Customer	Dealer salesperson	Dealer admin	Product owner
Public list or starting price	Optional	Optional	Optional	No
Account-specific sell price	No	Yes	Yes	Optional
Dealer buy price	No	Optional	Optional	Yes
Margin or markup	No	Optional	Optional	Yes
Manual discount	No	By permission	By permission	Governed
Approval threshold	No	May trigger	May trigger	Configures
Tax and currency context	Market	Account/market	Account/market	Governed

Channel models

Designed for more than one manufacturer model.

Configurix can adapt to the organization that owns the catalogue, the partner who sells it and the team responsible for delivery or installation.

Manufacturer with dealer network

The product owner governs systems, options and commercial structures. Dealers configure and quote within assigned products, markets and price permissions.

Distributor with multiple brands

A distributor can present several catalogues while keeping brand-specific product logic, documents and order destinations separate.

Retail or showroom group

Locations share approved products and customer journeys while branch, region, salesperson and price context remain attributable.

Installer or franchise network

Installers combine guided products with customer, measurement, survey, quote and project steps appropriate for each territory or account.

International sales organization

Languages, units, currencies, taxes, catalogues, documents and permissions can be governed by market rather than copied into unrelated systems.

Hybrid direct and channel sales

Public self-service, internal sales and partner portals can use the same product foundation while commercial visibility and next actions differ.

Partner workflow

From account context to configured order.

Some businesses stop at quote request; others allow direct configured orders. The same governed project can support either journey when the permissions and acceptance rules are explicit.

Sign in or identify context

Resolve the account before showing the commercial experience

Account, role, market, branch and salesperson can determine the assigned catalogue, price visibility, language, documents and allowed actions.

Choose a product family

Start from products the account is permitted to sell

The user receives a governed range—not a universal catalogue that relies on later manual correction for territory, brand or market restrictions.

Configure

Create a valid made-to-order product

Dimensions, layouts, components, finishes and accessories follow product rules. The 3D scene and structured specification remain connected.

Calculate

Apply the correct account and market rules

Price lists, formulas, quantities, taxes, delivery, installation, margin context and discount permissions use the current account and revision.

Quote or order

Create the next output permitted for the role

A salesperson may send a customer proposal, a dealer may request approval, or an authenticated buyer may place a configured order depending on the implemented workflow.

Track and hand off

Keep both sides of the channel on the same project

Status, revision, documents and agreed downstream fields continue to the responsible sales, operations, ERP or project team.

Configured order data

Keep the channel and product record together.

A dealer order is more than a total. It needs enough commercial, configuration and lifecycle context for the receiving team to understand exactly what was accepted.

Commercial identity

Account, dealer, branch, salesperson, customer, market, currency and tax context

Configuration identity

Project ID, product family, revision, selected options, dimensions and visual snapshot

Price and approval

Price list, calculated value, discount, margin visibility, approval status and quote reference

Order context

Requested quantity, delivery, installation, site or shipping details and customer acceptance

Operational output

Approved SKUs, components, quantities, BOM or scoped project fields where implemented

Lifecycle status

Draft, review, quoted, accepted, ordered, scheduled, delivered, installed or other governed states

Tool comparison

B2B ecommerce, dealer portal or visual CPQ?

These systems can work together. Choose the product-definition and commercial capability required before deciding whether it lives inside, beside or behind an existing portal or commerce platform.

Question	B2B ecommerce	Dealer portal	B2B visual CPQ
Primary job	Publish products and accept online orders	Give partners authenticated access to account information and transactions	Define a valid configured product, calculate its commercial result and continue to quote or order
Product complexity	Strong for standard SKUs and conventional variants	Depends on the connected catalogue and ordering tool	Designed for option-rich, rule-driven and made-to-measure products
Account pricing	B2B commerce feature or extension	Often central to the portal	Connected to the configured product, role, market and approval rules
3D configuration	Plugin, embed or separate application	May link to another tool	Can be a first-class part of the product and commercial record
Best fit	Repeat purchasing and transactional catalogues	Account service, documents, invoices and ordering access	Complex products where partners must configure before they can price, quote or order

Channel governance

Decide who controls every changing part.

A dealer platform remains reliable when product, price, account, document and exception ownership are defined after launch—not only during implementation.

Catalogue ownership

Name the source of truth for products, options, dimensions, media and market availability.

Price ownership

Define who publishes each list, formula, tier, tax and discount permission—and when changes take effect.

Account lifecycle

Control invitation, activation, role assignment, territory, suspension and access review.

Document governance

Approve brand, seller identity, terms, price visibility, language and revision behavior for every output.

Change testing

Retest geometry, compatibility, pricing and downstream output when a change affects more than content.

Exception ownership

Route non-standard configurations, commercial overrides and failed handoffs to named people.

Data retention

Define which customer, project, configuration, price and activity data is retained and who can access it.

Support model

Set responsibilities for dealer onboarding, catalogue questions, incidents and future product work.

Measurement

Measure partner adoption and handoff quality.

Define events and a baseline before rollout. Then compare equivalent accounts, products and periods instead of attributing every commercial change to the portal.

Partner activation

Invited accounts that activate, add users and complete the first defined product or quote action.

Self-served configurations

Projects completed by dealers or buyers without head-office product or price re-entry.

Quote turnaround

Elapsed time from a complete product brief to a customer-ready or approved proposal.

Approval exceptions

Projects requiring review because of discounts, product boundaries or non-standard commercial conditions.

Order handoff quality

Configured orders returned for missing fields, incompatible selections, price correction or account clarification.

Catalogue adoption

Active products, options and accessories across accounts, markets, branches and sales roles.

B2B configurator FAQ

Detailed answers for product owners and channel teams.

Use these questions to compare dealer portals, B2B commerce and visual CPQ without assuming that login, pricing and product configuration are the same capability.

A B2B product configurator guides a business buyer, salesperson, dealer or distributor through the choices required to define a permitted product. It can apply account-specific catalogues, dimensions, compatibility rules, prices and permissions. When visualization, calculation and quote or order workflow are connected, the saved configuration becomes a reusable commercial project rather than a picture or unstructured enquiry.

A dealer portal is an authenticated environment for partner access and may include account information, documents, orders and support. A B2B configurator is the product-definition and commercial workflow inside or alongside that environment. Configurix can combine both: dealers sign in, receive assigned products and price context, configure in 3D, prepare a quote or order and track the resulting project.

A focused Configurix fast-launch programme can usually target one working product configurator in seven days when source models, catalogue decisions, price examples and reviewers are ready. A white-label B2B platform with multiple products, roles, dealer accounts, languages, integrations and documents can take up to 30 days depending on scope and input readiness. The signed scope remains the delivery commitment.

Test the same representative product across public customer, dealer salesperson, dealer administrator and product-owner roles. Compare catalogue assignment, account prices, margin protection, discounts, approvals, quote identity, revisions, order payloads, failed integrations and catalogue maintenance. A portal login is not enough; ask each vendor to prove the complete configured-product workflow.

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