The document outlines the features and functionalities of a pump selection and quotation configurator called 'Precisepump.' It facilitates complete pump system configuration, dynamic pricing calculations, and comprehensive report generation while integrating with business intelligence systems. The configurator supports a wide range of user-defined parameters and advanced functionalities to improve sales operations and customer satisfaction.

1. Sales Configurators
for
Pump Selection & Quotation
Configurator Solutions

2. Industry
Standard sizing
calculations
Guided
Product
Selection
Selection of
accessories
Rules
engine
Systems
Integration
Business
Intelligence
Drawings
Quality &
Test
Plans
Content rich
proposal package
Overview Of
Functionality
Sales Configurators for Pump Selection & Quotation
precisePump

3. Pump Selection
• Complete selection & configuration of pump system according to given operating conditions
• Quick pump selection using capacity & head
• Calculation of Viscosity & Consistency correction factors considering input parameters
• Material of Construction selection as per pump configuration & service conditions
• Supports common ways of duty point adjustment & performance curve calculation
• Alternate pump configuration generated based on original pump configuration
• Indexing of pumps based on efficiency, speed, Best Efficiency Point, BKW, minimum capacity, impeller
diameter & price
Product Configuration
• Each component of pumping system such as hydraulics, shaft seal, prime mover, coupling or base frame
selected by combination of technical attributes
• Data-controlled configuration rules
• Facility to import pump configuration from other pump configuration software.
Application highlights
Sales Configurators for Pump Selection & Quotation
precisePump

4. Price Calculation
• Price calculated as total or based on the price of each component
• Dynamic product codes link configuration with price table & item numbers
• Facility to select commissioning or multiyear spare parts with list price
• Commercial & Loading factors for manufacturing and bought out parts
• Back calculation of discount for a given selling price
Document Reports & Drawings
• BOM reports - list of components, Inspection reports like Quality Control Plan (QCP), Quality Assurance Plan
(QAP) available as per pump configuration
• Quotation reports - Multiple Items, Data sheet, Lubrication chart, Terms & Conditions, Covering letters
• Price sheet, Quotation Single Page, Spare parts, Price working sheet generated for pricing details
• Generation of various drawings
Performance curves
• Performance curves such as viscous performance curve, consistency performance curve, VFD (Variable
frequency drive) curve, VFD + viscous performance curve, etc. available as per user selection along with
duty points
Application highlights
Sales Configurators for Pump Selection & Quotation
precisePump

5. Advanced quote & line item management features, convenient collaboration between teams/users
Dashboard
Sales Configurators for Pump Selection & Quotation
precisePump

6. Industry & Liquid (technical
parameters)
• User can select pump type and series, also specify pump operating conditions like temperature, head,
capacity, specific gravity, viscosity, etc.
• Special conditions like solid contents, stock type, can also be specified
Selection based on:
• Industry & application
• Type of Pump
• Fluid
• Flow Rate or Capacity
• Suction pressure
• NPSHA
• Density
• Temperature
• Presence of solids
• Stock consistency
• Viscosity
• Fluid Vapor Pressure
• Ph value
Service data
Sales Configurators for Pump Selection & Quotation
precisePump

7. Customer requirements of the pump where user can select following parameters:
• Impeller
• Pump Mounting
• Bearing Bracket
• Wearing Ring
• Casing cover
• Shaft sealing
• Cooling Plan
• Casing Drain
• Operating Range
of Rated Head
• Operating Range
of Rated Capacity
Capturing customer requirements
Sales Configurators for Pump Selection & Quotation
precisePump

8. • Selection of prime mover & RPM
• Selection of VFD (Variable Frequency Drive) if pump is intended to work for multiple capacity and head
values
• Inputs available:
o Multi DPs
VFD
o Multi Speeds
VFD
o Prime Mover
o Power
Reserve
o Coupling
o Coupling
Guard
o Base Frame
VFD Selection
Sales Configurators for Pump Selection & Quotation
precisePump

9. • Make & model of the prime mover which meets the BKW, speed, frequency required is listed for user
selection
• Selection of VFD based on Duty Points or speed
• For the make & model chosen, further selection of the following features may be performed:
o Motor / Rotor Type
o Coupling
o Coupling Guard
o Base Frame
o Piping
o Channel
o Temp. Class
o Protection Type
o Enclosure
o Encl. Sub Type
o Installation
o Mounting
o Voltage
o Duty
o Insulation Class
Selection of Prime Mover
Sales Configurators for Pump Selection & Quotation
precisePump

10. • Single view for possible MOC’s for selection
• User has option to select the desired MOC from the filtered list
MOC Selection
Sales Configurators for Pump Selection & Quotation
precisePump

11. This section provides facility to choose optional accessories for pump if required.
• Counter Flanges
• Pressure Gauge
• Temp. Gauge
• Pressure Switch
• Instrument Mounting
• Strainer Type
• ARC Valve
• Balancing Leak Off Line
Selection of accessories
Sales Configurators for Pump Selection & Quotation
precisePump

12. Suction pressure
can’t be less than
Vapor pressure
Consistency % not
greater than “X”
depending on
Pump Series
% of Solid Particles
Application &
Industry
Viscosity limit
Operating Limits
validations for
Pressure,
Temperature,
Capacity and Head
Operating limits Minimum Maximum Unit
Data validations at each step ensure that the most appropriate model, parts & materials are selected
Product Selection - Validations
Sales Configurators for Pump Selection & Quotation
precisePump

13. Displays pumps suitable for given input conditions & corresponding values of the calculated parameters
• Pump Type
• Shut-off Head (m)
• Shut-off Head (%)
• Efficiency (%)
• Best Eff. Pt. (%)
• Effective Speed (RPM)
• NPSHR (m)
• BKW (Duty Point)
• Power Reserve (%)
• Motor kW - Desired
• BKW Max
• Motor kW - Offered
• Impeller Dia. (mm)
• Dia. Max./Min. (mm)
• Q Minimum (m3/hr)
• Price
Optimal Pump Selection
Sales Configurators for Pump Selection & Quotation
precisePump

14. • NPSHR
• Discharge Pressure
• Viscosity Correction Factor
• Consistency Correction Factor
• VFD Correction Factor
• Shut-off Head
• Impeller Diameter
• Efficiency
• RPM
• BEP
• Synchronous speed
• BKW
Calculations
Sales Configurators for Pump Selection & Quotation
precisePump

15. Compare alternative
options against
•Performance
attributes – BEP,
impeller, RPM, etc.
•Price
Compare options
•Graphically – through
efficiency curve
•As configuration data
Select best-fit option
against the most
critical parameter/s
Choose the best fit for purpose pump from a set of valid configurations, against key performance parameters
Guided Selection through Alternative Options
Sales Configurators for Pump Selection & Quotation
precisePump

16. • Help user quickly identify technically invalid or incomplete information
• By changing an attribute or option, if other parameters are affected, visual indicators help identify affected
configuration
Visual Indicators
Sales Configurators for Pump Selection & Quotation
precisePump

17. • General Arrangement
Drawing
• Production Drawing
• Dimensional Drawing
• Casing Drain Drawing
• Flushing Plan Drawing
• Quenching Plan Drawing
• Cooling Plan Drawing
• Coupling Drawing
• Auxiliary Connections
Drawing
• Cross Sectional Drawing
• Adapter/Reducer drawing
Drawing generation
Sales Configurators for Pump Selection & Quotation
precisePump

18. • Role based access rights – dealers, internal users,
customers
• Multi-language
• Separate price-books for different regions
• Multi-brand – opens opportunities for associated
business units
• Multi-product – easily bid on large projects where
various products from various brands could be
integrated
• Visual Indicators for line item status & configuration –
validity, factory review
• Configuration revision, validation & price auto-
calculation for multiple line items
• Customer-specific branding
• Fluid library
• Excel, pdf extracts
Visual indicators
Other features
Sales Configurators for Pump Selection & Quotation
precisePump

19. Supports
• Currency-neutral list price
• Price Contracts
• Cost-plus Pricing
• Attribute–based Discounting, etc.
Pricing
Sales Configurators for Pump Selection & Quotation
precisePump

20. List Price Management
A centrally-managed tool to
create & manage list price
based on various attributes.
It
• Updates ERP Pricing
module
• Creates the pricing
database for SSCPQ
• Generates pdf price
books
Sales Configurators for Pump Selection & Quotation
precisePump

21. Alliance Pricing
Sales Configurators for Pump Selection & Quotation
precisePump

22. QAP / QCPDimensional drawing
• Quotations – brief, detailed
• Comprehensive data / spec sheets
• Lubrication chart
• Spare parts
• Multiple Pump Display
• Consolidated Pricing Sheet
• Terms & Conditions
• Pre-formatted Covering Letter
• Pump curves
• Dimensional drawings, pump or component drawings
• Bill of Materials
• Analysis/calculation sheet
• QA / QC Plan
• Revision Impact Report
VFD Performance Curves Quotation
Proposal package
Sales Configurators for Pump Selection & Quotation
precisePump

23. Quotation Management
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 pricing book for
different countries / regions
Recommended
spares
Sales Configurators for Pump Selection & Quotation
precisePump

24. • Quote submission
management
• All quote status
• Web interface to update
status
& other information
• Dashboards – reports
Quotation Tracking & Reporting
Sales Configurators for Pump Selection & Quotation
precisePump

25. 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 Pump Selection & Quotation
precisePump

26. • 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
Sales Configurators for Pump Selection & Quotation
precisePump

27. Collaboration Workflows
Sales Configurators for Pump Selection & Quotation
precisePump

28. Sales Configurators for Pump Selection & Quotation
precisePump
Multiplying The Benefits
Through Systems
Integration
precisePump
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

29. Product Definition Management
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
Sales Configurators for Pump Selection & Quotation
precisePump

30. Layered Architecture
Sales Configurators for Pump Selection & Quotation
precisePump

31. Sales Configurators for Pump Selection & Quotation
precisePump
• 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

32. 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 pumps, valves & various
industrial products &
equipment.
We understand the pressures
on your engineering & sales
teams and use their time
sparingly.
Configurator Solutions

33. 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

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

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

36. 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.PumpCPQ.com
www.ConfiguratorSolutions.com
Configurator Solutions