Getting Started

Welcome to the Pricefx Knowledge Base

Our knowledge base helps you get the most out of Pricefx. You will find step-by-step how-tos and tutorials on everyday tasks like logging in, navigating the interface and understanding role-based access, Pricefx terminology, tips for localization, and walk through admin tasks such as CRM/ERP integrations. Developer? You can get to the nitty and gritty of Pricefx both in the knowledge base and the API documentation.

Pricefx at a Glance

Faster, smarter, more profitable pricing – right from the start.

Pricefx is a modular, cloud-native SaaS platform helping you manage and optimize pricing across the entire lifecycle: from analytics and strategy through execution. You can expect:

Speed and flexibility: Pricefx adapts to your unique needs without slowing you down, allowing you to leave behind manual spreadsheets and move toward AI-driven, insight-rich decision-making. Check out available Pricefx capabilities and typical use cases.
Pricefx Agents: Intelligent, autonomous assistants embedded within the Pricefx platform that proactively identify, analyze, and help you act on pricing opportunities, risks, and anomalies.
Accelerators: Go live faster with pre-configured, out-of-the-box solution packages with best-practice templates, dashboards, workflows, and data models.
Bring-your-own-science: Plug in your own algorithms or use our productized science bricks for Clustering, Negotiation Guidance, Product Similarity analysis – perfect for tailoring the platform to your specific business cases.

Get Your Data Ready

Onboarding success starts with well-structured customer, product, and transaction data. When your data is clean and organized, Pricefx’s Analytics and automation tools can deliver instant visibility through out-of-the-box dashboards – highlighting margin opportunities and surfacing pricing issues before they become problems.

Customers who start with our Agents modules see measurable results fast – on average, a 1.1% margin increase simply by turning them on first.

Functional Capabilities (Out-of-the-Box)

Pricefx brings together functional capabilities that cover every aspect of price management:

Analytics – Spot underperformance with clear visualizations and granular root-cause analysis.
Optimization – Use machine learning to test and refine pricing, segmentation and margins.
Price Setting – Calculate prices based on cost, market, competition, or attribution factors.
Quoting – Control price and margin in negotiations: standalone tool or integrated into your CRM.
Agreements & Promotions – Create and manage discounts, promotions, and pricing offers.
Rebates – Run complex rebate programs transparently, all in one place.
Sales Compensation – Standardize commissions and incentives for sales teams or partners.
Channel Management – Handle ship-and-debit claims with complete oversight.

You will also find Dashboards and Company Processes in the main application menu for quick navigation and control.

Learn the basics: Common Functionality and Pricefx Terminology.

Where to Begin

New to Pricefx? See all the ways in which Pricefx can help you drive growth and profit.

Business Users

Access Pricefx. Log in and get familiar with navigation and role-based access.
Start with insights. Turn on dashboards to spot margin opportunities quickly.
Quote faster. Set up a new quote in Pricefx (video), check deal performance, margins, and approvals in one place.
Level up terminology. Align on vocabulary to speed up collaboration.

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Common Functionality - cross-capability basics
Frequently Asked Questions

Administrators

Check technical prerequisites (browser, sizing, supported versions).
Prepare data (customers, products, transactions) for clean onboarding and strong analytics. → [Importance of Data Readiness]
Configure core assets (partitions, users, data flows) in PlatformManager
Set up integrations (ERP/CRM, automations, schedules) in IntegrationManager
Stay current with updates and fixes

Developers - Configuration

Explore the API to extend, integrate, or automate.
Track changes and compatibility.
Coordinate with admins on partitioning, access, connectors, and environments via PlatformManager and IntegrationManager.

Ready to Try Pricefx?

Talk to our team to explore which subscription is right for you.

See it for Yourself

Check out how easy it is to set up a new quote in Pricefx (video) as a sales rep or sales manager. Everything you need in one place so you can quickly create a quote, check deal performance, product health and margins, and much more, with approvals at your fingertips.

Keep Learning

Sign up for our comprehensive trainings here, or start your self paced learning journey in our knowledge base here (You’re already in!). You can also join the Pricefx User Group to connect with other experts.

Need Help?

If our documentation, knowledge base or Copilot have not answered your questions, reach out to support here.