This document describes a CPQ (Configure Price Quote) system for valves, actuators, and accessories. The system allows users to select and configure products, generate bills of materials and pricing, integrate with CRM and ERP systems, and produce proposals and quotes. Key features include simplified product selection, automated workflows, pricing management, BOM creation, and integration with other systems. The solution is intended to streamline the quoting process for valve manufacturers and their customers.

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
• Product Selector
• Pricing Management
• Drawing (GA)
• ITP (QA)
• Proposal Generator
• Product Data Modeling (PDM) and
Rule Engine
• Bills of Material (BOM)
Management
• CRM Integration (Opportunity-to-
Quotation)
• ERP Integration (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
• Quote Reports
• Quotes ON -TIME (%)
• Quoted Value Details
• Quotes Lead Time per valve
• Quote Analysis
• % Of Won Quotes
• Lost Quote Analysis
• Quote Industry Segment
• Project Level ITP, Accessories
• Quotation sharing
• Quality Plans/Factory Note
• Customer specific Templates
• Inquiry Import to Excel
• Default Values and Rules
• Multi-language
• Multi-Currency
• Revision Management and Compar
Revision
• Modeling (PDM) and Rule Engine
• Bills of Material (BOM) Managemen
• ERP Integration (Quote-to-Order)
• CRM Integration

6. • Pricing based on cost of material, weight,
machining and other cost centres
• Apply Loading factors to arrive at landing cost
• Apply Margins based on product and other
parameters
Pricing – List & Cost Based

7. BOM
• Define Products/Attributes/Values
• Define Components and
Selection Conditions
• Define Super BOM and Routing
• Create “Missing components in
BOM”
• Generate Sale Order BOM based
on the selection

8. • Import large project
from Excel
• Validate Excel for Data
• Fire Rules and
Highlight Invalid data
• Edit multiple line items
at a time
Excel Import

9. • Pricing Approval
• Quotation Approval
• BOM/Component
Approval
• User Approval
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
• Manage Engineering and Pricing Data
• Define Product, Characteristics/Values
• Define rules (inclusion, exclusion,
default, ranking)
• Define Components for BOM
• Add New Product Line, Models
• Define codification
• Define Attribute/Component based List
price
• Attach Images
• Define attribute dependency rules
• Define Inclusion/Exclusion Rules
• Verify rules with Rule Tester
• Compiler to test inconsistencies in data
and rules
• 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
• On Premise

15. Customer Sales Engineering Management Operations
BENEFIT
S
• Simplify product
selection,
increased
satisfaction
• Clearer
understanding of
manufacturers’
products
• Better insight into
their own
• 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

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