October 13, 2025

Configure One Cloud 2.3 – Smarter Guided Selling and Visuals

We’re excited to launch Configure One Cloud 2.3, a release built to make your quoting and configuration process faster, cleaner, and easier to manage across teams. From smarter Guided Selling to enhanced visuals and Salesforce integration, these updates are designed to save time, reduce errors, and help you deliver a better experience every step of the way.

Smarter Guided Selling for Faster, More Confident Quotes

Help your teams quote accurately and respond faster with Guided Selling tools that do more of the work for you.

Recommend the right products using performance calculators that drive data-based decisions.
Export proposal-ready PDFs instantly with one-click document downloads.
Choose whether a selection triggers a configuration, a document, or both, based on your workflow.
Duplicate logic and inputs to speed up setup for similar product lines and reduce admin effort.
Use visual inputs like pump curves or diagrams to communicate key technical details clearly.
Compare products side by side with grouped tables, zoomable images, and cleaner styling.

These features reduce quoting time, eliminate rework, and give sales reps the tools they need to close faster.

Cleaner, More Flexible 3D Product Visuals

Deliver a polished, professional experience with visuals that reflect your product capabilities and your brand.

Prevent design issues using real-world dimensional limits for doors, windows, and components.
Catch errors early with collision detection for interior and exterior product placement.
Maintain design consistency with “Finish Changed” rules that respond to material updates.
Brand your models with built-in logo tools that allow resizing, rotating, and placement within 3D views.

Together, these updates make it easier to customize, design, and present your products with confidence.

Stronger Salesforce Integration

Connect Configure One Cloud to your Salesforce environment with fewer errors and better data flow.

Ensure stable sync performance, even in large orgs with thousands of quotes.
Avoid pricing mistakes with improved accuracy and safeguards against double-discounting.
Create quotes directly in Configure One Cloud without relying on Salesforce Quote objects.
Enable dealer-led quoting workflows that link Configure One Cloud activity to Salesforce opportunities.
Use faster, modern GraphQL integrations for syncing customer and quote data, replacing legacy REST endpoints.

This expanded integration gives your team more flexibility and a cleaner connection between tools.

A More Intuitive Admin Experience

Admins get more control and clarity when managing products, selectors, and Guided Selling flows.

Customize result tables and headers so outputs align with your sales team’s language and priorities.
Use filtering in setup views to quickly find fields by name or tag, especially in large models.
Copy products with logic and visual inputs intact, making it faster to roll out product variants.
Include images in outputs to enhance proposals and streamline customer communication.
Re-use Selector result data across configuration steps to support advanced flows.
Control navigation behavior across steps to ensure a smooth and consistent sales journey.

These updates simplify your modeling process and reduce time spent managing setup.

Fixes, Enhancements, and Performance Improvements

We’ve also delivered technical updates to improve accuracy, global usability, and overall stability.

Fixed search issues for Japanese and multi-byte characters in the Project Name field.
Preserved distributor items during quote edits in CRM mode to prevent data loss.
Resolved formatting issues caused by special characters in Selector tables.
Stopped auto-including BOMs by default in Guided Selling to keep outputs cleaner.

Behind the scenes, we’ve also improved packaging, optimized browser performance, and addressed release pipeline issues to make updates more reliable and scalable.

A Platform Built to Keep Up With You

As your business grows, your quoting and configuration tools need to grow with you. Configure One Cloud 2.3 delivers enhancements that are both practical and powerful, helping your team move faster, sell smarter, and deliver better outcomes with less effort.

Ready to see these powerful new features in action?

Our team is here to help you get the most from this release. Book a consultation, setup a small group training session, or speak to your account manager today to get the most out of Configure One Cloud.