Configurix

Heat exchanger configurator and selection software

Model the complete thermal duty. Quote the right exchanger.

Configurix connects hot and cold fluids, temperatures, flow, heat load, pressure, allowable pressure drop, physical properties, fouling, exchanger families, construction, materials, connections, accessories, account pricing, quotations, thermal datasheets, drawings and reviewed project data in one guided workflow for heat exchanger manufacturers, distributors and thermal engineers.

Brazed, gasketed, welded, plate-and-shell, shell-and-tube and air-cooled workflows
Fluids, flow, temperature, phase, heat load, pressure drop, fouling and design conditions
Customer website, distributor, EPC, consultant and thermal-engineering journeys
Live account pricing, quotations, datasheets, drawings, CAD, BOMs and reviewed handoff
Configured plate heat exchanger with thermal duty dataAn isometric plate-and-frame heat exchanger connected to hot and cold streams, thermal duty, pressure drop and quotation status.THERMAL PROJECTWater / glycol · revision 03SELECTION STATUSDuty matched · review openTHERMAL DUTY485 kW · 5 K approachPRESSURE-DROP BASIS42 kPa hot · 37 kPa coldDuty and construction connected

Connected thermal project

One project connects duty, fluids, exchanger, construction, price, datasheet, drawing and review.

Heat exchanger configuration software defined

A heat exchanger configurator connects the real process duty, product data and commercial workflow.

A connected heat exchanger configurator begins with the actual manufacturer catalogue and the thermal inputs required for a responsible selection. Hot and cold fluid identities, composition, phase, flow, inlet and target outlet temperatures, operating pressure, physical properties, pressure-drop limits, fouling basis, design conditions, units and source status remain attached to one governed project.

Exchanger series, plates, gaskets, brazing or bonding materials, shells, tubes, tubesheets, baffles, passes, nozzles, flanges, frames, supports, insulation, instruments, fans, motors, tests and services use revisioned product data. Changing a fluid, temperature, flow or material updates the same thermal result, candidate set, warnings and price.

The same governed model can power a public selector, distributor portal, EPC workflow, consultant workspace and thermal-engineering process. Each channel receives the correct product ranges, territories, account prices, documents and actions while one duty identity and revision history continue across teams.

A product recommendation is not certified thermal design, pressure-vessel mechanical design, corrosion assessment, piping design, nozzle-load analysis, fabrication approval, inspection plan, test acceptance, process-safety decision or performance guarantee. Configurix preserves source data, assumptions and reviews while qualified parties remain responsible for the actual exchanger.

Thermal workflow planner

Choose the exchanger scope, sales channel and required output.

The result shows which thermal, mechanical, product, commercial and review data should remain connected. It is a planning aid, not a certified exchanger design.

Exchanger scope
Sales channel
Required output

Recommended governed workflow

Distributor heat-exchanger configuration-to-quote workflow

Connect permitted series, sizes, plate packs, gaskets, brazing or bonding materials, shells, tube bundles, passes, nozzles, connections, frames, insulation, mounting, instruments, spares, tests and services in one commercial revision. A changed fluid, temperature or pressure updates the same selection, account price and quotation.

Connected record

Account · duty · fluids · exchanger · size · construction · materials · connections · accessories · tests · price · quote

Every quoted line reconciles to the selected exchanger, thermal result and catalogue revision.

Commercial compatibility remains distinct from thermal, mechanical, process and code approval.

Accepted quotations retain the exchanger, options, tests, price, documents and exclusions approved.

Final thermal, mechanical, pressure-vessel, material, piping, fabrication, inspection, testing and site decisions remain subject to the manufacturer's accepted process.

Configure the heat-transfer decisions that drive duty, construction, documentation and price.

The implementation follows actual exchanger ranges, thermal methods, material rules, commercial models and receiving systems—not a generic heat-load calculator placed above a product list.

Thermal duty and fluid model

Capture enough process context to create a defensible exchanger shortlist.

  • Hot and cold fluids, composition, phase, flow, temperatures, pressure and cases
  • Property source, heat load, approach, pressure-drop limits and uncertainty
  • Fouling, solids, viscosity, corrosion, cleaning, turndown and future margin

Thermal performance basis

Guide users with traceable calculations and explicit limitations.

  • Heat balance, temperature profiles, LMTD basis, correction and area estimate
  • Hot and cold pressure drop, velocity, port, nozzle and channel contributions
  • Phase change, temperature cross, property variation and specialist review gates

Exchanger construction

Build the complete saleable equipment package around the duty.

  • Plate, shell-and-tube, hairpin, spiral, air-cooled and manufacturer-defined families
  • Plates, gaskets, shells, tubes, tubesheets, baffles, passes, nozzles and frames
  • Materials, coatings, cladding, insulation, supports, instruments, spares and service

Mechanical and code scope

Keep pressure equipment connected while approval remains explicit.

  • Operating and design pressure, temperature, vacuum, corrosion and test basis
  • Code, jurisdiction, certification, inspection, NDE, documentation and exceptions
  • Nozzle loads, piping, supports, lifting, access, installation and commissioning scope

Distributor and project pricing

Continue the selected exchanger into the correct commercial model.

  • List, distributor, project, framework, discount, margin and currency rules
  • Equipment, materials, connections, tests, freight, installation and service
  • Alternatives, quotations, revisions, lead-time context, deposits and approvals

Documents and order handoff

Preserve accepted identity while engineering review remains explicit.

  • Duty, thermal result, construction, option, price, document and approval revisions
  • Thermal datasheet, mechanical schedule, drawing, CAD, BOM or order data
  • PIM, CRM, CAD, PLM, ERP, project, API, file and webhook connections

One connected process

From process temperatures to a reviewed heat exchanger project.

The customer, distributor, consultant, EPC, thermal engineer, manufacturer and site team can continue the same project while each role owns the decisions it is qualified to make.

Define the duty

Start with fluids, flow, temperatures, pressure and operating cases

Capture property sources, thermal target, pressure-drop limits, fouling, design conditions and open questions.

Select and configure

Compare exchanger families and complete constructions

Choose manufacturer products while thermal, material, pressure, connection, test and accessory data stay connected.

Create the quotation

Calculate every material, connection, test and service

Apply the correct account, inspection, documentation, freight, commissioning, terms and revisioned offer.

Review and release

Verify the thermal and mechanical scope and accepted identity

Record process, pressure, material, code, piping, fabrication, inspection and site decisions before data moves downstream.

A heat-load calculator estimates kW. A connected configurator runs the exchanger decision.

Use this comparison to separate an early thermal calculation from software that governs fluids, cases, exchanger construction, account prices, datasheets, quotations and reviewed handoff.

DecisionGeneric calculator or catalogueConnected Configurix workflow
Duty stateFour temperatures and one flowStable operating cases, fluids, properties, flow, pressure, source and revision
Thermal resultOne calculated heat loadHeat balance, profiles, approach, correction basis, pressure drop and limitations
Product identitySuggested modelManufacturer exchanger, size, construction, materials and performance-data revision
Phase and foulingA checkboxPhase behaviour, non-condensables, solids, fouling, cleaning and review status remain visible
Mechanical scopePressure enteredDesign conditions, materials, corrosion, code, inspection, test and jurisdiction stay connected
Engineering scopeA disclaimer below the resultThermal, mechanical, piping, fabrication and site questions retain owners and status
PricingRequest priceTraceable construction, materials, tests, documents, service and account rules
QuotationSpecifications copied manuallyEvery line reconciles to duty, exchanger, material, option, price and exclusion
Order outputModel entered into ERPVerified identities, datasheets, drawings, CAD, BOM data, documents and mapping

Heat exchanger selection and design references

Separate guided selection, commercial configuration and final thermal or mechanical approval.

These primary sources define relevant product-selection, exchanger-family, thermal, mechanical, pressure-vessel, fabrication, inspection and performance-testing boundaries. They do not certify a Configurix implementation or replace the process, thermal, material, pressure, piping, code, fabrication, inspection, testing and site requirements for the actual equipment.

Guided plate-exchanger selection

Alfa Laval PHE Select

Manufacturer reference for selecting plate heat exchangers from water or glycol duties within controlled temperature and pressure envelopes.

Open source

Heat-exchanger family selection

Alfa Laval heat exchanger portfolio and HEXpert

Manufacturer reference spanning plate, spiral, printed-circuit, plate-and-shell and other thermal solutions with duty-based selection guidance.

Open source

Selection software

Danfoss HEXSelector

Manufacturer reference for calculating heat-exchanger selections from current product and performance data.

Open source

Shell-and-tube mechanical design

TEMA Standards, 11th Edition

Official TEMA reference covering exchanger type selection, specification data, inspection, mechanical design, fabrication and installation considerations.

Open source

Refinery shell-and-tube equipment

API Standard 660

Official API standard scope for mechanical design, materials, fabrication, inspection, testing and shipment of shell-and-tube exchangers.

Open source

Heat-transfer equipment catalogue

API Standards digital catalogue

Official API reference identifying active standards for shell-and-tube, air-cooled, hairpin, spiral, plate-and-frame and heat-recovery equipment.

Open source

Pressure-vessel construction

ASME BPVC Section VIII, Division 1

Official ASME code scope for pressure-vessel design, fabrication, inspection, testing, certification, materials and construction methods.

Open source

Air-to-air exchanger performance

ISO 21773:2021

Official standard scope for testing and characterizing fixed-plate, rotary and heat-pipe energy-recovery components used in ventilation systems.

Open source

Heat exchanger configurator FAQ

Detailed answers for manufacturers, distributors and thermal engineers.

Fluids, temperatures, heat load, pressure drop, phase change, fouling, materials, pressure equipment, pricing, quotations, datasheets, CAD, BOMs and engineering boundaries.

See the working system

Book a demo. See Configurix live.

A free, no-obligation walkthrough tailored to how your team configures, quotes and delivers.

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Illustrative Configurix product guide wearing a branded T-shirt

Talk through your catalog, rules and sales flow with us.