The document describes a sales configurator for actuators that allows users to select actuator products, obtain pricing information, and generate proposal packages. It supports selection of linear and rotary actuators for different valve types. Users enter valve and service data, and the configurator recommends actuator models. It generates quotations, drawings, reports, and integrates with other systems. The configurator is web-based with a responsive design and configurable for multiple products, brands, and regions.

1. Sales Configurators
for
Actuators
Configurator Solutions

2. Industry Standard
calculations
Guided
Product
Selection
Rules
engine
Systems
Integration
Business
Intelligence
Drawings
Quality &
Test
Plans
Content rich
proposal package
Overview Of
Functionality
Sales Configurators for Actuators
precise

3. Types of actuators addressed - Linear & Rotary actuators for On-off & Control Valves
Sales Configurators for Actuators
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4. Product selection – Piston cylinder actuator
Sales Configurators for Actuators
precise
Valve input
Type, sub-type, size,
rating, pressure class,
shut-off class, plug type,
packing, flow direction
Service input data
Fluid, Stroke, stroke time,
required thrust, safety
factor, design
temperature & pressure,
available air

5. Product selection – Piston cylinder actuator
Sales Configurators for Actuators
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Actuator input data
Type, sub-type, fail
safe type, range & fail
position

6. Sample data for actuator selection – electric actuator
Sales Configurators for Actuators
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7. Sample data for gear box selection – electric actuator
Sales Configurators for Actuators
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8. Recommended model - Pneumatic actuator
Sales Configurators for Actuators
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Output
Actuator size,
spring, thrust,
stroke time,
actuator stroke

9. Product selection – electric actuator
Sales Configurators for Actuators
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Valve input
Type, pressure class,
bore, no of start
threads, flow direction
Service input data
Inlet pressure, inlet
temperature, seat test
pressure, mode of
operation, Maximum
Working Pressure

10. Recommended model - Electric actuator
Sales Configurators for Actuators
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Output
Stem diameter,
Lift, no of turns,
actuator thrust,
etc.

11. Pricing
Sales Configurators for Actuators
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Electric
Pneumatic
Supports currency-neutral list price, price contracts, cost-plus pricing, attribute–based discounting, etc.

12. Quotations dashboard
Sales Configurators for Actuators
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13. Quotation
Sales Configurators for Actuators
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14. Sales Configurators for Actuators
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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

15. Factory notesDimensional drawing
• Quotations – brief, detailed
• Comprehensive spec & calculation sheets
• Spare parts
• Consolidated Pricing Sheet
• Terms & Conditions
• Covering Letter
• Dimensional drawings
• Bill of Materials
• Revision Impact Report
Quotation
Proposal Package
Sales Configurators for Actuators
precise

16. Reports
Sales Configurators for Actuators
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17. Drawings
Sales Configurators for Actuators
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18. Data Analytics
• Detailed insight into sales funnel
• Insight into wining probabilities for different sales people, markets
& 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
Sales Configurators for Actuators
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19. Automate complete process from enquiry, product selection & configuration, pricing through quotation
Capture enquiry
Assign enquiry
Enquiry follow-up
Workflows
Sales Configurators for Actuators
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20. Sales Configurators for Actuators
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• Multi-language interfaces
• Multi-brand – opens opportunities for associated business units
• Multi-product – easily bid on large projects with products from various brands
• Separate price-books for different regions
• Configuration revision, validation & price auto-calculation for multiple line items
• Excel, pdf extracts
Other Features

21. Multiplying The Benefits
Through Systems
Integration
precise
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
Sales Configurators for Actuators
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22. Layered Architecture
Sales Configurators for Actuators
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23. Architecture: Web-based
Sales Configurators for Actuators
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24. Architecture: responsive design
Sales Configurators for Actuators
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25. • 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
$
BENEFITS
Sales Configurators for Actuators
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26. 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
application engineers
having decades of
experience, who have
delivered solutions that go
beyond CPQ challenges.
ExperienceTeam Retain your IP
100+ 100%Over 17 years
Over 17 years of experience
in delivering CPQ solutions.
We work with manufacturers
of industrial products &
equipment.
We understand the pressures
on your engineering & sales
teams and use their time
sparingly.
Configurator Solutions

27. Over 8000 users in 57 countries worldwide CPQ software from Configurator Solutions, in 9 languages. Products worth
USD 980 million are quoted using our applications, annually.
User Base

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

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

30. 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.ConfiguratorSolutions.com
Configurator Solutions