A free spreadsheet template to document all your product customization options, dependencies, and constraints — the prerequisite for any configurator .
Get access — book a free demoPRODUCT CUSTOMIZATION OPTIONS INVENTORY PRODUCT: [Product Name] OPTION GROUP 1: Material Options: Option A | Option B | Option C Dependencies: None Price impact: See pricing sheet OPTION GROUP 2: Finish Options: Matte | Gloss | Satin Dependencies: Available for Material A only Price impact: Gloss +10% ...
A dependency is when selecting one option restricts or enables other options. For example: selecting Material A might make Finish Type X unavailable, while selecting Material B makes Finish Types X, Y, and Z available. Dependencies need to be explicitly mapped before a configurator can enforce them. This template provides a structured format for capturing all dependencies in your product.
The more complete the better. An incomplete options spreadsheet leads to a configurator that doesn't match your product reality, which requires rework during or after implementation. Aim to document every option, every dependency, and every known invalid combination before briefing a vendor. Gaps in the documentation will become questions during implementation.
This is common in complex custom products. The spreadsheet handles this by focusing on option groups and their rules, rather than documenting every individual combination. If you have 5 option groups with 10 options each, documenting the rules between groups is more manageable and more useful than listing all 100,000 possible combinations.
Yes. The template works for both B2C and B2B configurable products. B2B products often have additional complexity — customer-specific options, industry-specific certifications, volume-based option availability — that can be captured in the dependency and constraint sections of the template.