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When a quote is approved, a price record is created for each product against the corresponding customers account. These are stored in the Price Records section of our Quoting module.

Quoting with the Waterfall Chart

This tutorial focuses on how the different elements within the Pricefx Pricing Waterfall are produced using inputs from the various Pricefx modules to demonstrate how powerful quoting within Pricefx is.

Create and Edit Quote Type Templates

A Quote Type is a template that specifies the logic that calculates the quote results, it can define user input parameters as well as the workflow approval logic and provides opportunities to restrict edit or view access to a specific group.