This is the documentation for Paper Plane 11.0.
Documentation for the upcoming version Clover Club 12.0 can be found here.

CRM Integration Options

Pricefx offers integration with customer relationship management (CRM) applications, which enables you to work with the Pricefx data directly in your CRM software.

Integration of the Pricefx application is possible with the following platforms:

Supported modules are:

  • Dashboards

  • Quotes

  • Agreements & Promotions

  • Rebates

  • Sales Compensations

For front-end integration between CRM applications and supported PFX modules it is possible to use:

Prerequisites

To be able to use Pricefx Unity, you need to have an account in the Pricefx application which synchronizes with your CRM application.

Pricefx version 11.0