Publishing Templates

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

The following documents/objects can be exported using a template:

• Quotes

• Price Records

• Price Lists

• Rebate Agreements

• Rebate Records

• Payout Records

• Compensation Plans

• Compensation Records

• Accrual Records

• Agreements/Promotions

• Live Price Grids

• Price Lists (Matrix)

• Live Price Grids (Matrix)

In this section: