Create and Edit Quote Type Templates
Creating and Editing Quote Type Templates
A Quote Type is a template that specifies the logic that calculates the quote results, it can define user input parameters as well as the workflow approval logic and provides opportunities to restrict edit or view access to a specific group.
How To
Create and Edit Quote Type Templates
All our how-to guides and video tutorials contain screenshots of our demo system and the information that you see will differ depending on your organizational configuration and the version of Pricefx software that you are running.
Today you'll be exploring creating and using Quote Types in Pricefx.
Quote Type
A Quote Type is a template that specifies the logic that calculates the quote results, it can define user input parameters as well as the workflow approval logic and provides opportunities to restrict edit or view access to a specific group.
You can define several Quote Types and then quickly create quotes based on different pricing logic without the need to change the default pricing logic or other global settings.
With Quote Types you can significantly speed up the process of creating similar quotes.