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It allows you to save different quote types as templates and also allows you to undertake mass updates of quotes when things change and finally it creates pricing records that can be exchanged with integrated CRM and ERP systems, such as SAP, Microsoft Dynamics, Salesforce and many more.
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Create a New Quote
In this tutorial we'll walk through the Quoting Workflow. From setting parameters on the header level and adding products for the specific customer, to attachments which allows you to include any document that you'd like to attach on the quote itself. The workflow approval and the messages tab which allows you to use an instant messaging experience to collaborate within your organization. And if you have our Customer Insights Accelerator installed you can access Customer Specific insights on the Insights tab.
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Understanding Price Records
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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.
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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.
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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.
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