A free product configuration workflow template to map your customer journey, identify automation opportunities, and plan your configurator implementation.
Get access — book a free demoPRODUCT CONFIGURATION WORKFLOW TEMPLATE PHASE 1: CUSTOMER JOURNEY → Discovery: How do customers find your configurable product? → Configuration: What options do they select? In what order? → Pricing: How does the customer learn the price? → Checkout: How does the configuration reach your order system? PHASE 2: CURRENT FRICTION POINTS □ Where are customers abandoning the process? □ What questions does your support team answer repeatedly? □ What steps currently require manual intervention? ...
A product configuration workflow maps every step from the customer discovering a configurable product to the production team receiving the completed order specification. It includes the customer-facing configuration experience, the pricing logic, the checkout integration, and the order-to-production handoff. Mapping this workflow helps identify where friction exists and what can be automated.
The template is most useful when completed by a cross-functional team: someone from e-commerce or product management (customer journey), someone from sales (quote and pricing workflow), and someone from operations or production (order handoff). Each perspective reveals different friction points.
Complete the workflow template before your first vendor conversation. It gives you a clear picture of your current state (where friction exists) and your requirements (what the configurator needs to handle). This makes vendor briefings much more productive and helps you evaluate which platform can solve your specific problems.
After mapping your workflow, the next step is documenting your configuration options and pricing rules — the specifics of what the configurator needs to handle. The 3D Configurator Requirements Checklist covers the technical and commercial evaluation. Together, these two tools give you everything you need to evaluate and brief configurator vendors.