Pricefx Classic UI is no longer supported. It has been replaced by Pricefx Unity UI.

 

Publishing Templates

Owned by Jana Volencová (Deactivated)
Jun 17, 2022
1 min read

In Pricefx you can export your documents to XLS, DOCX and PDF formats. For this publishing procedure Excel or Word templates are used and you can customize them (add a logo, use brand colors, etc.). This section explains how to manage these Excel and Word templates and set up the publishing. 

The following documents/objects can be exported:

  • Quotes

  • Agreements/Promotions

  • Rebate Agreements

  • Rebate Records

  • Price Records

  • Price Lists

  • Price Lists (Matrix)

  • Live Price Grid

  • Live Price Grid (Matrix)

In this section:

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