Sales-led planning
Plan with buyers during a call or site discussion. Compare layouts before preparing a proposal.
Help buyers visualize their whole facility
Help buyers visualize their whole facility with a 3D process equipment layout planner. Bring your tanks, processing machinery and supporting equipment together in 2D and 3D, then turn the plan into a clearer quote request.
For process equipment manufacturers & distributors
Unlimited projects and users, for website integration and internal team use.
Your equipment. Your brand. A clearer buying conversation.
Turn a product inquiry into a project
Help customers see how your equipment comes together across their facility. Start with the space, arrange the complete setup, and build a shared view of the project.
Start with the customer’s space
Use facility dimensions to discuss equipment footprints, positions and the space around each machine.
Show how the setup comes together
Bring tanks, mixing vessels, process skids and supporting equipment into one visual layout.
Give your sales team more context
Carry the layout and selected equipment into a scoped quote or CRM workflow, ready for a more informed follow-up.
Complex equipment. Detail that matters.
Show the features that make your equipment recognizable: vessel geometry, agitators, access hatches, fittings, support frames and platforms.
Detailed 3D assets, prepared for the web
Planner 5D can support complex, detailed equipment models. We work with your assets to balance visual detail, scale and browser performance.
Start with the files you already have
Bring existing 3D models, technical drawings, dimensions or reference images. We’ll define how to prepare your first equipment range.
One planner. Three ways to support sales.
Let customers, sales teams and dealers work from a shared layout, with equipment selections ready for the next conversation.
Dealer & distributor tools
Help partners present your equipment in the customer’s space, with your catalog and branding.
Website quote requests
Let buyers submit a layout and equipment selections, ready for your team to follow up.
Beverage production setup
Equipment to discuss
Qty- Stainless-steel storage tank2
- Mixing vessel1
- Process skid1
- CIP moduleTo confirm
Equipment layout planning across industries
Help each buyer understand the proposed equipment arrangement before the project moves into detailed technical review.
Food processing
Mixing vessels, holding tanks and preparation equipment. Help buyers discuss a proposed arrangement in their production space.
Beverages
Storage tanks, blending vessels and process skids. Bring a new installation or facility expansion into the sales conversation.
Dairy
Milk storage, mixing and processing equipment. Give sales and customer teams a common visual reference for the proposed setup.
Pharmaceuticals
Process vessels, mixing systems and support equipment. Visualize the spatial concept for subsequent specialist review.
Explore a sample equipment layout
See how tanks and processing machinery come together in a facility.
Equipment planner FAQs
Have a complex assembly or a specific sales workflow in mind? Let’s look at it together.
What is a process equipment layout planner?
A process equipment layout planner helps buyers and sales teams arrange tanks, machinery and supporting equipment within a facility in 2D and 3D. Planner 5D connects this visual plan with your product catalog and a scoped quote workflow.
Who is this equipment planner for?
Manufacturers, distributors and dealers of stainless-steel tanks and processing machinery who want to help buyers visualize equipment in a facility before requesting a quote.
Can it handle complex and detailed 3D models?
Yes. Complex equipment assets can be prepared for the planner. We review sample files, visual detail, scale and performance to define the right approach for your catalog.
Do we need a complete 3D library to start?
No. Bring existing 3D files or product drawings, dimensions and reference images. We can scope model preparation or creation for an initial equipment range.
Does this replace engineering design software?
Planner 5D supports visual layout planning and sales discussions. Process design, piping, utilities, installation clearances and regulatory requirements remain subject to specialist engineering review.
Can it connect to our CRM or quoting system?
Quote, CRM and other business-system integrations can be scoped around your workflow. We’ll agree the project fields, equipment data and handoff requirements with your team.
Can we use our own branding and catalog?
Yes. The planning experience can be built around your brand and equipment catalog, for customers, your sales team or dealer partners.
What should we bring to the demo?
Bring a representative machine or tank, any available 3D assets, a typical facility layout and an example of how your team prepares quotes today.
Bring your most complex equipment
Show us a representative tank, machine or assembly. We’ll explore how to bring it into a branded planning experience for your buyers and sales team.
How your equipment can look and perform in 3D
How layouts connect to your CRM or quote workflow
What your rollout, timeline and licensing would involve
Once we receive your request, a member of our team will reach out to schedule a call.
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