In Pricefx, there are email templates for various document states (e.g. Quote approval needed, Quote denied, Price List calculated etc.). To modify these templates, you need to adjust their HTML code. To make this task easier, there is Email Templates Editor in Pricefx Studio.

Using the Email Templates Editor you can:


To use the Email Templates Editor:

  1. Fetch Message Templates from a partition.
  2. In Tools open Email Templates Editor.
  3. Select the correct environment, partition, approvable object, template name and locale (as shown below).
    To help you select a specific object, there is a field with auto-completion supported.
  4. You have the following actions available:
  5. Once you are done with all modifications, you can deploy them back to the partition.