Confirm the selected SKU
Receive or manually select the approved pump or valve item using the agreed technical-selection process.
Pumps, valves & fluid handling
Fluid-handling sales often start with a technical selection made by a specialist, then move into accessories, replacement parts, customer terms, pricebooks and quote approvals. QuotePoint addresses that commercial handoff; it is not a hydraulic sizing or engineering selection engine.
Fluid-handling quote example
A specialist confirms a pump model suitable for a customer's duty point outside QuotePoint. A commercial seller then needs to quote the approved unit with a spare seal kit, installation and contract pricing.
Receive or manually select the approved pump or valve item using the agreed technical-selection process.
Choose the compatible spare kit, service or accessory items under commercial rule constraints.
Resolve contract or distributor-level pricing and evaluate margin on the package.
Route only policy exceptions and generate the governed customer quote.
Why it matters
Scope boundary: QuotePoint does not natively promise pump curves, pressure-drop calculations, valve Cv sizing, compliance certification or engineered BOM generation.
How QuotePoint approaches it
Create governed product/SKU records for pump, valve, accessory and service lines; use upstream engineering selection to establish technical suitability where needed.
Model commercially required components and compatible add-ons such as actuators, mounting kits or service packages, without claiming to replace fluid calculations.
Use authorized customer/channel price contexts and effective dates rather than distributing the latest workbook whenever pricing changes.
Set discount, margin, product or channel approval conditions and keep the decision attached to the quote lifecycle.
Maintain the governed path from configuration and price to approved customer-facing output and downstream order context.
If sizing or engineering configuration is complex, confirm the required data handoff from a specialized selector. QuotePoint provides the commercial workflow around a validated product choice.
Who this is for
Common questions
No. Use a qualified engineering selector for hydraulic performance and technical suitability. QuotePoint can manage the validated commercial products and quote process.
QuotePoint can model commercially valid products, required accessories and dependencies for quoting. Validate each product family's configuration rules before deployment.
No. QuotePoint's focus is configure, price, approve and quote, while inventory, procurement and fulfillment can remain in ERP.
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