[ Pricefx Reviews ](https://www.g2.com/products/pricefx/reviews) [ Pricefx Reviews ](https://www.g2.com/products/pricefx/reviews) # Pricefx Features ##### ## Configuration - cpq (5) Product Catalog Allows users to search, filter, sort and select items to be added to quote Guided Selling Based on answering questions about customers the configurator automatically selects the best fit products Configuration Rules Rules ensure that users select only compatible options and that all required items are included Price Configuration Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price Visual Configuration Images can be displayed of options to enable users to visualize product options as it is being configured Show More ##### ## Pricing (6) Pricing Flexibility Ability to support multiple pricing models for one-time, recurring, and other items Discounting Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements Commerical Rules Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations Terms and Conditions Ensure that users automatically include the right terms based on items being quoted Approval Workflow Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly Renewals Allows users to renew existing contracts based on contracted pricing and existing assets already owned Show More ##### ## Quoting (5) Grouping Ability to easily group items on quotes; apply and manage discounts and pricing by group Version Control Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version Quote Document Generation Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) Ordering Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration Contracts Ability to convert accepted quotes into contracts; set up of required assets and contracts Show More ##### ## Admin (4) Configuration Ease of Admin Easily build and maintain configurator; flexibility to easily embed all desired business logic Pricing Administration Can easily build and maintain pricing logic required by business Workflow Management Easily build and maintain workflows, misc commercial fields, commercial rules Document Management Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs Show More ##### ## Channels (3) Mobile User Support Supports users working on a mobile devide (phone and/or tablet) Channel Partner Support Provides functionality for channel partners to configure, price, quote and buy products in a self service environment eCommerce End customer users can configure, price, and buy products in a self service environment online Show More ##### ## Platform (6) CRM Integration CRM integration is flexible and easy to maintain Integration API System provides API's that can be used to easily integrate to financial and other 3rd party systems Internationalization System support multiple currencies and languages to enable business in multiple countries Scalability Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers Reporting and Dashboards Easily generate desired reports and dashboard on configurations, pricing, and quoting ERP Integration ERP integration is flexible and easy to maintain Show More ##### ## Document Creation (6) Customizability: Variables and Fields Define fields to pull in dynamic information. Template Creation and Flexibility Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. Rich Media How well the platform supports images, audio, and video in proposals. Online Document Creation Create adaptive online documents for view via browser or mobile device. PDF Creation Create attractive PDF versions of proposals. Custom Branding Brand proposals and the application's portal with your company's logos and branding. Show More ##### ## Workflow (3) Document Builder Interface Easily search for and add elements to a proposal. Collaborative Creation Multiple users can edit a single document. Assembly and Approval Workflows Automate workflows by routing documents to the correct individuals for adding content and approval. Show More ##### ## Analytics (1) Reporting and Dashboards Access pre-built and custom reports and dashboards on proposal volume and acceptance. Show More ##### ## Administration and Platform (4) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Alerts and Notifications Program in-app and email notifications for approval milestones or actions. CRM Integration Push and pull data from CRM to build proposals and update statuses with clients. E-Signature Integration Couple accepting proposals and signing contracts together in one workflow. Show More ##### ## Customer Requirements (3) Quoting Ability to create custom quotes based on customer requirements. Configuration Allows users to configure products and revise quotes accordingly. Pricing Provide standard pricing options that can be customized by customer. Show More ##### ## Contracts (3) Creation Deliver standard contract templates that can be modified by users. Negotiation Track contract changes made by all parties during negotiation. Execution Implement the final version of the contract, including SLAs. Show More ##### ## Generative AI (1) AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Rebate Program - Rebate Management (4) Rebate agreements Able to generate rebate aggrements Rebate calculation Can perform automated rebate calculation for rebate accurals and payout Program creation Able to create unique and complex rebate programs for customers Rebate match Capable of matching rebate against actual sales, purchases, and margins Show More ##### ## Analytics & Reporting - Rebate Management (3) Rebate programs Able to analyze effectiveness of rebate programs Vizualization Provide intutive dashboard to visualize rebate performance and deal visibility Prediction Able to forecast rebate account growth Show More ##### ## Collaboration - Rebate Management (2) Internal Communication Allow internal teams to collaborate and communicate within the rebate software External Communication Allow communication with rebate partners and customers Show More ##### ## Integration - Rebate Management (2) Sales Data source Allow integration with CRM OR ERP or any other data sources Payments Allow integration with accounting or invoicing tools for rebate payouts Show More ##### ## Generative AI - cpq (3) Dynamic Quoting Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior Dynamic Pricing Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors Personalized Sale Recommendations Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs Show More ##### ## Platform - Pricing (8) Dynamic Pricing Allows flexibility for automatically adjusting prices of products or services based on real-time market conditions, competition, demand, or other factors. Customer Segmentation Differentiates pricing by customer type, geography, products, services or sales channel. Price Execution Performs complex price calculations and delivers prices directly into front-end sales and commerce systems, such as CPQ tools, CRMs, ERPs, and eCommerce platforms. Price Management Sets prices for new products, updates existing price lists or matrix pricing, and customer-specific pricing including discounts, rebates, and promotions. Price Monitoring Monitors price strategy of competitors to make informed pricing decisions. Approved Workflows Implements role-based controls and streamlines workflows automatically for approving price changes or exceptions. Pricing Analytics Provides visualized reports or dashboards to analyze data of current pricing performance, trends, and opportunities. Omnichannel Pricing Manages price lists to synchronize consistency across multi-channels, products, services, regions, and customer segments. Show More ##### ## Integration - Pricing (3) ERP Integration Allows ERP integration, and is flexible and easy to maintain. Integration API Provides API's that can be used to easily integrate to other third party systems or software applications. CRM Integration Allows CRM integration, and is flexible and easy to maintain. Show More ##### ## Artificial Intelligence - Pricing (3) Price Optimization Optimizes prices automatically from adapting to market changes, analyzing historical data, and predicting outcomes of various pricing scenarios for maximizing revenue. Personalized Pricing Offers personalized prices and promotions to different customer segments based on their individual preferences, behavior, or purchase history. Real-time Insights Provides intelligent pricing insights and analysis with data-driven recommendations. Show More ##### ## Agentic AI - Pricing (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Show More ## Top-Rated Alternatives [ ![Vendavo](https://images.g2crowd.com/uploads/product/hd_favicon/095eca4e9ab53c73716758f03989c81f/vendavo-vendavo.svg "Vendavo") Vendavo 4.3/5 (66) ](https://www.g2.com/products/vendavo-vendavo/reviews) [ ![Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-revenue-management-formerly-salesforce-revenue-cloud.svg "Agentforce Revenue Management (formerly Salesforce Revenue Cloud)") Agentforce Revenue Management (formerly Salesforce Revenue Cloud) 4.2/5 (1,408) ](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) [ ![Conga POM (Price Optimization & Management)](https://images.g2crowd.com/uploads/product/hd_favicon/d8671da67dce1a9bd9534611de2a8553/conga-pom-price-optimization-management.svg "Conga POM (Price Optimization & Management)") Conga POM (Price Optimization & Management) 4.2/5 (193) ](https://www.g2.com/products/conga-pom-price-optimization-management/reviews) [ View All Alternatives ](https://www.g2.com/products/pricefx/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Approval Workflow](/glossary/approval-workflow-definition) Approval workflow is a business practice in which individuals must approve data or tasks at specific points in a process. Learn more about approval workflows, their best practices, and how businesses can use workflow automation to ease the process. [Document Builder](/glossary/document-builder-definition) A document builder is a software application that is used to create text-based documents. 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