The document describes a configuration, pricing, and quoting (CPQ) system for isolation valves that includes modules for product selection, pricing management, drawings, quality plans, proposal generation, bill of materials management, and integration with CRM and ERP systems. The key features of the CPQ system are simplified and automated product selection, pricing, proposal generation, management of engineering data and bills of materials, and integration with other business systems. The solution is used by leading valve brands worldwide.
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CPQ for Isolation Valves_Ver_250831_1.ppsx
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
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
• QuoteReports
• Quotes ON -TIME (%)
• Quoted Value Details
• Quotes Lead Time per valve
• Quote Analysis
• % Of Won Quotes
• Lost Quote Analysis
• Quote Industry Segment
• ProjectLevelITP,Accessories
• Quotation sharing
• QualityPlans/FactoryNote
• CustomerspecificTemplates
• Inquiry Import toExcel
• DefaultValuesandRules
• Multi-language
• Multi-Currency
• Revision ManagementandCompareRevision
• Modeling(PDM)andRuleEngine
• BillsofMaterial (BOM)Management
• ERPIntegration (Quote-to-Order)
• CRMIntegration
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
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
