This document describes a software solution for selection, configuration, pricing, and quotation of on-off and isolation valves. The software allows automation of the entire process from inquiry to generating proposals. It features guided product selection, integration with other systems, pricing management, and analytics capabilities. The goal is to help valve manufacturers streamline their sales, engineering, and operations processes.

1. Selection & Quotation software
for
On - Off / Isolation valve manufacturers
Configurator Solutions

2. Industry
Standard
calculations
Guided
Product
Selection
Selection of
accessories
Rules
engine
Systems
Integration
Business
Intelligence
Drawings
Quality &
Test
Plans
Content-rich
proposal package
Overview Of
Functionality
Selection & Quotation software for On-Off / Isolation valves
preciseValve

3. Selection & Quotation software for On-Off / Isolation valves
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Valve selection

4. Automate complete process from enquiry, product selection & configuration, pricing through quotation
Capture enquiry
Assign enquiry
Enquiry follow-up
Workflows
Selection & Quotation software for On-Off / Isolation valves
preciseValve

5. • Useful for projects with high number of line items
• Leverage the convenient editing functionality of Excel
• Cuts data entry time
• Pricing calculated automatically
Data validations
performed as
per set
configuration
rules
Selection & Quotation software for On-Off / Isolation valves
preciseValve
Importing line items from Excel

6. • Useful for projects with high number of line items
• Save time on individual editing
• Faster response to customer change requests
• Updated line items can be exported to Excel
Filter and
update selected
large number
of line items
together
Mass update
Selection & Quotation software for On-Off / Isolation valves
preciseValve

7. • Actuator stroke requirement
• Auto-selection of actuator model (defaulting to the
most economical option)
• Automatic selection of accessories based on stroke
& travel time
• Calculations for thrust & torque – Seat Load Force
& unbalanced force for main & pilot valve
• Graph for run torque calculation (for rotary
actuator)
Actuator sizing & selection
Selection & Quotation software for On-Off / Isolation valves
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• Positioners
• Solenoid valves
• Limit switches
• Lockup valves
• Volume tank & booster
• Air sets
• Tubing & fittings
• Pressure controllers
Selection of accessories

8. Actuator sizing & selection
Selection & Quotation software for On-Off / Isolation valves
preciseValve

9. • Rule review
• Rule block based on access
• Find & clear attribute valve conflicts
• Rule impact analysis
Handling Exceptions & Customs
Selection & Quotation software for On-Off / Isolation valves
preciseValve

10. • Generate quick & content-rich proposal package
• Enforce company pricing policy, ensure competitive quotes
• Implement “Quote through Order” via integration with company’s ERP system
• Attribute-based pricing
• Hierarchical discounting policy – quote-level, line-item level, component level
• Multiple price books for different countries / regions
• Recommended spares
• Multi-currency pricing
• Multiple price books
• Component-based pricing
• Multi-level discounting
Pricing & Quotation Management
Selection & Quotation software for On-Off / Isolation valves
preciseValve

11. Pricing
Selection & Quotation software for On-Off / Isolation valves
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Supports
• Currency-neutral list price
• Price Contracts
• Cost-plus Pricing
• Attribute–based
Discounting, etc.

12. List Price Management
A centrally-managed tool to
create & manage list price based
on various valve attributes. It
• Updates the ERP
pricing module
• Creates pricing
database for the
configurator
• Generates pdf price
books
Selection & Quotation software for On-Off / Isolation valves
preciseValve

13. Alliance Pricing
Selection & Quotation software for On-Off / Isolation valves
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14. Selection & Quotation software for On-Off / Isolation valves
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Actuator Pricing

15. • Analysis/ calculation sheet
• Dimensional drawing
• Inspection & test plan
• Revision Impact Report
• Covering note, terms & Conditions
• Line item pricing
• ITP Summary
Proposal generation
Selection & Quotation software for On-Off / Isolation valves
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Proposal package

16. Quality Assurance PlanDatasheet GA Drawing
Selection & Quotation software for On-Off / Isolation valves
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Proposal package

17. Selection & Quotation software for On-Off / Isolation valves
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• Generate quick & content – rich proposal package
• Implement “Quote through Order” via integration with company’s ERP system
• Enforce company pricing policy, ensure competitive quotes
• Multiple price books for different countries / regions
• Hierarchical discounting policy – quote-level, line-item level, component level
• Quote submission management
• Web interface to update status & other information
• Dashboards
• Recommended spares
Quotation Management, Tracking & Reporting

18. Quotations register
Selection & Quotation software for On-Off / Isolation valves
preciseValve
Quotation Management

19. Data Analytics
• Detailed insight into sales funnel
• Insight into wining probabilities for different sales people, market s &
products
• Help improve forecasting, supply chain & inventory planning
• Reports generated
• Quote won –lost analysis, History Analysis, History Analysis
• Industry Segment Analysis, Probability Forecast
• Inquiry Assignment
• Rep Activity Report
Selection & Quotation software for On-Off / Isolation valves
preciseValve

20. Sharing or forwarding check-in / check-out of
quotes for online as well as offline
applications using
• web service
• Database-to-database replication
• data synchronization framework
Collaboration
Selection & Quotation software for On-Off / Isolation valves
preciseValve

21. Collaboration Workflows
Selection & Quotation software for On-Off / Isolation valves
preciseValve

22. • User & Project level preferences
• Sharing & forwarding of quotes with defined access control & check-in check-out
• Project-level ITP’s
• Project-level accessories
• Attribute-level mass updates with automatic validations
• Revision management with compare & revert
• Management dashboards & workflows
• Price contract support
• Facility to import service conditions
• Integration with Intools
Project management
Selection & Quotation software for On-Off / Isolation valves
preciseValve

23. Applying The Filter
Defining The Filter
Mass Change
Overlay Template
Key Features For Large Projects
• Mass change – allow configuration revision, validation &
price auto-calculation for multiple line items
• Template overlay – facilitates application of one or more
configuration sections from a template to one/ one
selected line items
• Filters-line items based on specified
attribute criteria, for revisions &
discounting
• Spreadsheet view,
what – if analysis
Selection & Quotation software for On-Off / Isolation valves
preciseValve

24. Multiplying The Benefits Through
Systems Integration
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CRM
ERP
After
market
CAD
• Customer &
quote history
• Costing information
• Quote to order
• Configuration attributes'
• Recommended spares
• GA drawings
• Solid models
Protect existing investments in technology,
reduce manual intervention & enable seamless flow of
information
Selection & Quotation software for On-Off / Isolation valves
preciseValve

25. Product Definition Management (PDM)
Product data & rules detached from configurator and maintained separately with controlled publishing
Rules builder
Dependency rules
Database
Rules Product data
Dependency
rules
Exclusion
rules
Inclusion
rules
Rules engine Configurator
Selection & Quotation software for On-Off / Isolation valves
preciseValve

26. • 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
Customer Sales Engineering Management Operations
$
BENEFI
TS
Selection & Quotation software for On-Off / Isolation valves
preciseValve

27. You own 100% of your Intellectual
Property for your application. Any
proprietary engineering calculations
or algorithms created for you are not
used for other clients.
Our team includes experienced
valve application engineers having
decades of experience, & deep
understanding of sizing
methodologies including kinetic
energy management.
They know the business needs of
various stakeholders of the SSCPQ
process – sales, application
engineering, costing, order entry,
management.
They understand the pressures on
your engineering & sales teams
and use their time sparingly.
ExperienceTeam Retain your IP
100+ 100%Over 17 years
Over 17 years of experience in
delivering valve CPQ solutions.
We work with manufacturers of
control valves, safety valves, on-off /
isolation valves & steam traps, among
others.
We have provided solutions for steam
traps, multi-stage+multi-path trims
for severe service applications,
pressure reducing desuperheaters,
orifice plates & safety valves.
We understand product
configurations, application rules, QA
codes & BoM structures.
Configurator Solutions

28. 3 of the top 5 Valve companies use our
SSCPQ solutions

29. Over 8000 users in 57 countries worldwide use CSI’s valve sizing & selection software, in 9 languages. Products worth
USD 980 million are quoted using our application, annually.
User Base

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

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

32. Thank you
Wilmington, DE, USA | Pune, MH, India | Milan, MI, Italy
+1 (302) 319-9983 | +91-20-4075-7600 / 666 | +39 (333) 967-2022
Solutions@ConfiguratorSolutions.com
www.ValveCPQ.com
www.ConfiguratorSolutions.com
Configurator Solutions