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 It has been replaced by Pricefx Unity UI.

Quote Structure

Owned by Jana Volencová (Deactivated)

Jun 17, 2022

1 min read

A Quote consists of the following sections:

Header Info
Input Parameters
Edit Header Text (provides formatting options for the header text)
Products Overview
Calculation Results
Message (shows messages from the server)
If needed, more sections can be added.

Quotes can be organized into folders.

For step-by-step instructions see How to Create Quote.
You can also define Quote Types to quickly create Quotes based on other than default calculation and workflow logics.
To learn how the pricing method for a quote is determined see Calculation Logics Overview.

Quote States

Quotes can have the following states:

Draft – Newly created quote.
Offer – Approved draft.
Lost – Offer marked as lost.
Deal – Offered or approved quote can be converted into a deal. This creates automatically a Price Record.
Partial Deal – Only selected quote items are converted to a deal. This functionality is available only in the Unity UI.
Revoked – Revoked from a deal state.

Workflow states (if a workflow is assigned) are tracked separately from quote states. For details see Workflow Life Cycle.

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