Quoting Learning Path for All Audiences

Owned by Ondřej Tesař
Last updated: Oct 22, 2024 by Ioana Kocurova
2 min read

Introduction

This learning path is designed for all individuals who need to gain insights into the concepts, features, and functions of the Quoting capability within Pricefx and how to use its most common features.

It is separated into tiers that are dependent upon your expected role with this capability.

Learning Path Disclaimer: Although this learning path offers comprehensive information on the mentioned capability, it lacks a Pricefx environment, that is only available in our instructor-led training, where you can interact with these features and practice using them.

For further insights into the distinctions between our on-demand learning paths and instructor-led training, please click here.

Learning Prerequisites

Make sure that you understand the topics discussed in the areas below before proceeding with this series.

Learning Synopsis

Explore the common abilities of the Pricefx Quoting capability, the ability to streamline your quoting processes by creating quotes, including quoting actions, providing updating for quotes, creating an approval process and utilizing price records.

This path will also provide a high-level view of the capabilities of the Quoting module in Pricefx and demonstrate how to create, update and approve quotes.

Learning Objectives

Core topics and key takeaways from this learning path:

  • Understand the Pricefx Quoting process and how it streamlines your process

  • Learn the quote creation event sequence and process.

  • Understand the role and creation of quote types.

  • Illustrate use of quote mass updates.

Learning Journey

This learning path is separated into sections that provide a basic roadmap for building your knowledge and understanding of Quoting and its capabilities.

These paths are designed to be experienced in a sequential order, as each subsequent level builds upon the knowledge acquired in the preceding learning path(s). This structured approach ensures that learners have the necessary foundation before progressing to more advanced concepts, optimizing the learning experience of the Quoting Learning Path.

Quoting Overview

Quote UI/UX

Quoting Tutorials

 

 NOTE: If you have any inquiries regarding the content in this learning path, you can utilize the following online Pricefx forums: AskPricefx community or Pricefx GenAI chatbot.

Time commitment: For this path you should dedicate approximately 2 hours.

Found an issue in documentation? Write to us.

 
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