This document describes a CPQ (configure, price, quote) system for control valves called ValveCPQ. It allows users to select valves, actuators, and accessories; size valves; generate quotes with pricing, drawings, and test plans; and integrate with ERP systems. Key features include guided product selection, rules-based configurations, multi-currency pricing, and web-based sizing and selection tools. Over 8,000 users in 57 countries use similar valve selection software from the provider to streamline engineering, sales, and operations.
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1. CPQ for Control Valves
ValveCPQ
www.configuratorsolutions.com
sales@configuratorsolutions.com
www.valvecpq.com
2. Business Proposal
Valves, Actuator &
Accessories selection
Pricing &
Alliance Pricing
System
Integration
Business
Intelligence
Drawings
Quality &
Test Plans
Overview Of
Functionality
Quote to Order
Valve Sizing
Editions
Standalone
LAN
Web
6. GUIDED SELECTION THROUGH VALIDATION
Valve Model
Selection
Temperature range that the valve can cater to
Maximum rated Cv of the valve model against required Cv / Uncorrected Cv
Material match with max rating class for a model, for given design temperature
& pressure
Material selection Eliminates invalid material options based on
temperature & pressure limits
Rating class Eliminates invalid rating options based on design
temperature, pressure & material selection
Packing options are eliminated based on temperature limits
Trim invalid trim options are filtered
Data validations at each step ensure that the most appropriate model, parts & material
are selected
Valve Model
Selection
Configuration
7. GUIDED SELECTION THROUGH VALIDATION
Valve Model
Selection
Supports Pressure & Temperature Interpolation Rules
Attribute Dependency Rules within Single Product
Inter Product Dependent Rules
Spec Out Rules Values of One or More Attribute are Set on Selection of
a particular Attribute Value.
Auto Sizing Most Appropriate Valve is Sized based on Process
Data, Sizing Constraints & Model Selected
Auto Completion Non-Selected Attribute Values are Auto Filled
Based on the Current Selections & Evaluating Rules & Setting
First Valid Value.
Data validations at each step ensure that the most appropriate model, parts & material
are selected
Rules
Configuration
12. This will provide an overall skeleton for the
application. Integrated user interface, basic
operations such as line item add, edit,
delete, etc. will be provided in the basic
framework. This will contain the navigation
option to various functionalities provided in
the application.
Line Item Management New, Copy,
Delete, Revision
User Defaults or Preferences
Imperial and metric unit systems
Unit conversions
Export one or more line items from a
project/quote
Import one or more line items from a file
Framework
13. Inspection & Test Plan (ITP)
Regulation & Design Standard
Standard
European Directives
Japanese Regulation
Indian Regulation
Russian Regulation
German Regulation
Material Testing & Certification
"Pressure containing parts
"Pressure containing parts
"Wetted Parts
Other
Finished Component
NDT/Inspection
NDT/Inspection
Final inspection
Cleaning
Standard
Oxygen Service - Body S/A
Oxygen Service Actuator
Cryogenic service
Chlorine Service
Hydrogen Service
Other
Painting
Packing &
Forwarding
Certification
14. Quote Revision
management
All quote status
Quote Copy, Share &
Forward
Advance Search
Line Level Revision
Dashboards reports
Quotation Management & Reporting
15. PDM
GUI-driven Rule Building, No
Programming Skill Required
Rules built in intuitive manner, reflect
how knowledge is managed by
application experts
Dynamically built user interface
Rules tester
Complete product information
defined in a scalable & easily-
maintainable manner
Add a new brand / product type
Add a new product line
Add new models / series
Associate a series with product line
Add attributes such as body,
bonnet, seat, trim, cage, etc.
Add values for attributes with series
/ product
16. ISA specification sheet
Analysis/ calculation sheet
Dimensional drawing
Flow Characteristic Curve
Inspection & test plan
Revision Impact Report
Covering note, terms &
Conditions
Line item pricing
ITP Summary
Proposal Package
Dimensional Drawing Flow Curve ISA Spec Sheet Factory Notes
20. Customer Sales Engineering Management Operations
BENEFI
TS
Simplify product
selection, increased
satisfaction
Clearer
understanding of
manufacturers
products
Better insight into
their own
requirements
Faster turnaround
on enquiries
More
competitively &
accurately priced
proposals, higher
profitability
Better visibility
into up-/cross-sell
opportunities
Application
engineering focuses
on complex
configurations
New engineers
productive faster
Better control over
engineering data
maintenance
Improved margin
control, more
competitive pricing
Clear insight into
sales pipeline
Faster product
launches, quicker
revenue realization
Smoother & on
time manufacturing
Minimized order
processing time
Reduced cost of
rework
21. All logos are the property of their respective owners
Clientele
22. All logos are the property of their respective owners
Clientele
23. Over 8000 users in 57 countries worldwide use valve sizing & selection software from Configurator Solutions,
in 9 languages.
Wilmington, DE, USA | Pune, MH, India
+1 (832) 548-5758 | +91-20-4075-7600 / 666
Solutions@ConfiguratorSolutions.com
sales@configuratorsolutions.com
Configurator
Solutions
www.ConfiguratorSolutions.com
Thank you