HVAC configurator and visual CPQ for manufacturers, distributors and dealers
Configurix connects project conditions, governed equipment data, compatibility, options, account pricing, documents and technical-review status in one traceable HVAC sales project—without presenting a visual configuration as automatic engineering approval.
Connected HVAC project
The inputs, selected equipment, options, price, documents and review status stay connected.
HVAC configuration software defined
HVAC configuration starts with a governed product catalogue and a defined project duty. It can guide a user from application and operating inputs to permitted equipment, combinations, factory options, controls, accessories and services while preserving why each product was selected.
Visual placement adds useful context. Indoor, outdoor, concealed or packaged equipment can be shown at credible scale with access zones and intended positions. That scene helps customers and sales teams understand the proposal, but it does not independently validate loads, airflow, drainage, sound, pipework, structure, electrics or compliance.
Visual CPQ connects the accepted technical selection to account prices, discounts, freight, service, commissioning, proposals, revisions and approvals. Manufacturers can govern one product model while distributors, branches and dealers receive the ranges, prices, permissions, languages and documents intended for them.
Specialist calculations can be implemented or integrated when their methods, inputs, data rights and acceptance tests are defined. Otherwise, Configurix should capture approved results and route selections for technical review rather than inventing an engineering answer from incomplete information.
The implementation is built from the manufacturer's equipment data, rules, prices, documents and review process—not from generic capacity labels or decorative 3D models.
Start with the conditions the manufacturer actually uses for selection.
Guide users through real product families and performance data.
Keep units, combinations and dependent components compatible.
Communicate the selected equipment and intended project context.
Use the same selection across manufacturer and channel sales.
Preserve the accepted project beyond the selection screen.
One connected process
Sales, dealer and technical teams can continue from the same versioned project while the interface distinguishes accepted data, calculated results, visual context and review conditions.
Define the project
Record the application, zones, operating inputs, load result source and commercial context needed for selection.
Configure equipment
Apply manufacturer performance, combination, accessory, control and availability rules to the project.
Create the offer
Use the authorised account terms and continue into a branded quote, schedule or selection summary.
Review and hand off
Route technical conditions for approval before passing accepted product and commercial data downstream.
Manufacturers should test data provenance, combinations, account rules, revisions and handoff while keeping specialist engineering calculations explicit.
| Requirement | Configurix HVAC implementation | Generic selector or visualizer |
|---|---|---|
| Input and data provenance | Project conditions, approved duty, catalogue version and selection inputs can remain attached to the saved project. | May return a model number without preserving the complete source and commercial context. |
| Combination and option rules | Units, capacity ranges, combinations, controls, accessories and regional availability can follow governed data. | Often filters a list or changes visible options without modelling the full system structure. |
| Engineering boundaries | Calculated, imported, visual and review-required information can be labelled and routed appropriately. | May blur indicative product selection with load, pipe, duct, electrical or compliance approval. |
| Account pricing and approvals | The same selection can use distributor or dealer catalogues, prices, discounts, margins and approval levels. | Commercial terms are commonly applied later in a spreadsheet, CRM or quoting system. |
| Quote and order continuation | Accepted equipment, options, price, documents and review status can continue into defined downstream systems. | Usually ends with a selection file, image or report that another team must reconstruct. |
HVAC configurator and CPQ FAQ
Equipment selection, loads, operating conditions, multi-zone rules, pricing, quotes, BOM, integrations and engineering boundaries.
Related pages cover customer-facing AC configuration, dealer pricing, website journeys, integrations and acceptance testing.
Customer-facing product journey
See how rooms, units, placement, controls, pricing and project capture can appear in a guided visual experience.
Industry examples
Compare HVAC with other configurable products through inputs, rules, visuals, prices, actions and outputs.
Distributor and dealer networks
Plan assigned equipment catalogues, account pricing, permissions, co-branded quotes and configured orders.
Connected systems
Define ownership, versions and acceptance for selection tools, PIM, CRM, ERP, order and analytics data.
Vendor evaluation
Turn product, performance, pricing, document, integration and review needs into testable requirements.
Delivery planning
Follow the work from HVAC data discovery through modelling, review, acceptance and ownership.
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