Partner Advisory Request (Partners)

Owned by Adriano Souza (Deactivated)
Last updated: Jun 12, 2023
2 min read

The Partner Advisory Request case type is used when a Partner has a question/request for guidance from Pricefx on any of the following items:

  • Sales, scoping, or estimation support = help or support from Pricefx in the sales cycle with an active prospect

  • Solutioning design or configuration question = assistance with solution design for a difficult use case or guidance on how to implement a certain feature

  • Pricefx staffing request = need for project resources from Pricefx, typically solution architecture or pricing science

  • Project escalation support = help from Pricefx dealing with a customer escalation or issue

  • General question = anything else that doesn’t fit in the categories above

On the PFX HelpDesk page, please select Partner Advisory Services to create a PAS Request case:

To create the ticket, please fill in the following:

  • Mandatory fields:

    • Subject = Short description of the issue.

    • Account Name = Select the customer’s name.

    • Further Details = Write a description of the issue as detailed as possible to help us work on the issue without asking for more information.

    • Request Type = Choose the reason for the request.

  • Nonmandatory fields:

    • Priority = Automatically will be “Normal”. If need a change, please select using the description:

      • High = Issue resulted from customer escalation or is blocking a project UAT phase or go-live.

      • Normal = Issue arises during normal project work and needs support, but not actively blocking short-term UAT or go-live activities.

      • Low = General how-to/suggestions to improve Pricefx documentation or partner support.

    • Case Owner = Automatically will be your name. If you’re creating this on behalf of someone else, please write the correct person (needs to be a partner contact user in the HelpDesk for interaction).

 

*Expect response time is 72h.