This document describes a CPQ (configure, price, quote) system for control valves. It allows users to select valves, actuators, and accessories, size components, generate quotes and proposals, integrate with ERP systems, and provides business intelligence features. Key modules include valve and actuator sizing, rules-based selection, pricing management, drawings, test plans, and quote management. It aims to simplify the selection and design process for control valves.

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

3. Business Process Map

4. CPQ Modules
• Inquiry
• Quotation (Project) Management
• Control Valve Sizing
• Actuator & Accessories Sizing/ Selection
• Pricing Management
• GA Drawing
• Inspection & Test Plan (ITP)
• Proposal Generator
• Product Data Modeling (PDM) and Rule Engine
• Bills of Material (BOM) Management
• ERP & CRM Integration (Quote-to-Order)

5. Valve Sizing
• Support English & Metric UOM
Systems
• Performs calculation for Cv, Flow,
P1 & P2
• Calculate Cv – Uncorrected &
Corrected
• Sizing Water, Liquid, Steam, Gas &
Two Phase
• NIST fluid library
• Provision for 10 Service
Conditions
• Noise, Velocity calculations
• Cavitation, Flashing, Choked flow
checks
• Calculations for severe service

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

8. Actuator Sizing &
Selection
• Actuator Sizing and Selection
Linear/Rotary (Pneumatic, Hydraulic,
Electrical, Electro-pneumatic, Gas over
Oil)
• Calculations for thrust & torque – Seat
Load Force & unbalanced force for
main & pilot valve
• Actuator stroke time requirement
• Auto-selection of actuator model (to
the most economical option)
defaulting
• Automatic selection of accessories
based on stroke & travel time

9. Selection of Accessories
Eases selection of
• Positioners
• Solenoid valves
• Limit switches
• Lockup valves
• Volume tank & booster
• Air sets
• Tubing & fittings
• Pressure controllers

10. • Cavitation
• Flashing
• Excessive velocity
• Choked flow at 100% valve
opening
• Excessive noise
• Rated CV VS. minimum
controllable Cv
• Back pressure for flashing
Warning & associated recommendations guide user to the most technically correct
product configuration
Warnings &
Recommendations

11. • Multi Currency & Multi
Location price
• Rate Contracts
• Cost-plus Pricing
• Attribute–based Pricing
Definition.
• Component-based Pricing
• Commissions
• Discounts Approvals
Pricing & Alliance

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

17. Web Based Version-Sizing & Selection

18. Web Based Version – Noise Detailed Information

19. Web Based Version – Flow Curve

20. Customer Sales Engineering Management Operations
BENEFIT
S
• 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