Key Functionality Quoting
Key Functionality
The Quoting functionality within Pricefx follows the CPQ or Configure Price Quote format.
It has been designed to provide workflows that accelerate the quoting process and empower sales teams to quote and negotiate confidently with all the necessary data to hand, such as costs, margins, off-invoice incentives like rebates, if you've enabled our rebates module etc….
It allows you to save different quote types as templates and also allows you to undertake mass updates of quotes when things change and finally it creates pricing records that can be exchanged with integrated CRM and ERP systems, such as SAP, Microsoft Dynamics, Salesforce and many more.