CPQ for Isolation Valves - Ball, Check, Globe, Gate Valves

1. CPQ for Isolation Valves
ValveCPQ
www.valvecpq.com
www.configuratorsolutions.com
sales@configuratorsolutions.com

2. Business Proposal
Valves, Actuator &
Accessories selection
BOM, Costing
and Pricing
System
Integration
Business
Intelligence
Drawings
Quality &
Test Plans
Overview Of
Functionality
Quote to Order

3. Box

4. • Inquiry
• Quotation(Project)Management
• ProductSelector
• PricingManagement
• Drawing(GA)
• ITP(QA)
• ProposalGenerator
• ProductDataModeling(PDM)andRuleEngine
• BillsofMaterial(BOM)Management
• CRMIntegration(Opportunity-to-Quotation)
• ERPIntegration (Quote-to-Order)
CPQ Modules

5. • Simplify and speed up the Product
Selection process
• Get the pricing with selection of
minimal attributes and automated
workflows
• Import large projects into configurator
from Excel instead of entering line
items one by one
• Manage amendments and generate
high in quality & consistent Proposals
• Manage product updates and BOMs
by Engineering/Sales rather than IT
• Automate Order creation by ERP
integration
• Integrate with CRM system to convert
Opportunity to Quotation
CPQ Features
• Workflows
• Request and Receipt of Cost
Price
• Receipt of Order
• Customer Creation
• BOM creation
• Discount Approval
• Rate Contract Approval
• User approvals
• QuoteReports
• Quotes ON -TIME (%)
• Quoted Value Details
• Quotes Lead Time per valve
• Quote Analysis
• % Of Won Quotes
• Lost Quote Analysis
• Quote Industry Segment
• ProjectLevelITP,Accessories
• Quotation sharing
• QualityPlans/FactoryNote
• CustomerspecificTemplates
• Inquiry Import toExcel
• DefaultValuesandRules
• Multi-language
• Multi-Currency
• Revision ManagementandCompareRevision
• Modeling(PDM)andRuleEngine
• BillsofMaterial (BOM)Management
• ERPIntegration (Quote-to-Order)
• CRMIntegration

6. • Pricingbased oncostofmaterial,weight,machiningandother
costcentres
• Apply Loadingfactorsto arriveatlandingcost
• Apply Margins based onproduct and otherparameters
Pricing – List & Cost Based

7. BOM
• DefineProducts/Attributes/Values
• DefineComponentsandSelectionConditions
• DefineSuperBOMand Routing
• Create“Missing componentsinBOM”
• GenerateSaleOrderBOMbased onthe
selection

8. • ImportlargeprojectfromExcel
• ValidateExcelforData
• FireRulesandHighlightInvalid
data
• Editmultiplelineitemsatatime
Excel Import

9. • PricingApproval
• QuotationApproval
• BOM/ComponentApproval
• UserApproval
Work Flows

10. Quotation Dashboard

11. Product Selection
• Define product selection
tabs and data elements
• Apply default values
• Apply Templates
• Import from Excel
• Add Custom values
• Copy from other line
items
• Selection based on
Material Code

12. PDM
• ManageEngineeringandPricingData
• DefineProduct, Characteristics/Values
• Definerules(inclusion,exclusion,default,ranking)
• DefineComponentsforBOM
• Add NewProductLine,Models
• Definecodification
• DefineAttribute/Component basedListprice
• Attach Images
• Defineattribute dependencyrules
• DefineInclusion/ExclusionRules
• Verifyruleswith RuleTester
• Compilertotestinconsistenciesindata andrules
• Attribute/Value/Rule obsolescence(date coded)

13. PDM
• Features
• Graphical Tool
• No SQL/Programming
Knowledge Needed
• Multiple Data Types Supported
• Text, Boolean, Numeric Values
• Units of Measurement Support
• Dependency Rules
• Attribute Value Ranking
• Defaults and Ordering Codes
• Multi-level logical operators
(AND/OR)
• Defining Inclusion and Exclusion

14. Architecture
• Cloud
• OnPremise

15. Customer Sales Engineering Management Operations
BENEFITS
• Simplifyproduct selection,
increased satisfaction
• Clearer understanding of
manufacturers’ products
• Better insightinto their
own requirements
• Fasterturnaround on
enquiries
• More competitively &
accurately priced
proposals, higher
profitability
• Better visibilityinto up-
/cross-sell opportunities
• Application engineering
focuseson complex
configurations
• New engineers productive
faster
• Better control over
engineering data
maintenance
• Improved margin control,
more competitive pricing
• Clear insight into sales
pipeline
• Fasterproduct launches,
quicker revenue
realization
• Smoother &on time
manufacturing
• Minimized order
processing time
• Reduced cost of rework

16. The leading Valve brands in On/Off Segment use our
CPQ solutions

17. All logos are the property of their respective owners
Clientele

18. All logos are the property of their respective owners
Clientele

19. Over 8000 users in 57 countries worldwide use valve sizing & selection software from Configurator
Solutions, in 9 languages.
Box
Wilmington, DE, USA | Pune, MH, India
+1 (832) 548-5758 | +91-20-4075-7600 / 666
solutions@ConfiguratorSolutions.com
sales@configuratorsolutions.com
www.valvecpq.com
Configurator
Solutions
www.configuratorsolutions.com
Thank you