Pricefx Features

Based on 23 Pricefx reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote

Based on 15 Pricefx reviews and verified by the G2 Product R&D team. Based on answering questions about customers the configurator automatically selects the best fit products

Based on 23 Pricefx reviews and verified by the G2 Product R&D team. Rules ensure that users select only compatible options and that all required items are included

Based on 25 Pricefx reviews and verified by the G2 Product R&D team. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

Based on 21 Pricefx reviews and verified by the G2 Product R&D team. Images can be displayed of options to enable users to visualize product options as it is being configured

Based on 28 Pricefx reviews and verified by the G2 Product R&D team. Ability to support multiple pricing models for one-time, recurring, and other items

Based on 23 Pricefx reviews and verified by the G2 Product R&D team. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations This feature was mentioned in 20 Pricefx reviews.

Based on 21 Pricefx reviews and verified by the G2 Product R&D team. Ensure that users automatically include the right terms based on items being quoted

Based on 24 Pricefx reviews and verified by the G2 Product R&D team. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

Based on 17 Pricefx reviews and verified by the G2 Product R&D team. Allows users to renew existing contracts based on contracted pricing and existing assets already owned

Based on 20 Pricefx reviews and verified by the G2 Product R&D team. Ability to easily group items on quotes; apply and manage discounts and pricing by group

Based on 21 Pricefx reviews and verified by the G2 Product R&D team. Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

Based on 19 Pricefx reviews and verified by the G2 Product R&D team. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

Based on 13 Pricefx reviews and verified by the G2 Product R&D team. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

Based on 14 Pricefx reviews and verified by the G2 Product R&D team. Ability to convert accepted quotes into contracts; set up of required assets and contracts

Based on 34 Pricefx reviews and verified by the G2 Product R&D team. Easily build and maintain configurator; flexibility to easily embed all desired business logic

Can easily build and maintain pricing logic required by business This feature was mentioned in 34 Pricefx reviews.

Based on 31 Pricefx reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules

Based on 27 Pricefx reviews and verified by the G2 Product R&D team. Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs

Based on 13 Pricefx reviews and verified by the G2 Product R&D team. Supports users working on a mobile devide (phone and/or tablet)

Based on 14 Pricefx reviews and verified by the G2 Product R&D team. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

Based on 13 Pricefx reviews and verified by the G2 Product R&D team. End customer users can configure, price, and buy products in a self service environment online

Based on 20 Pricefx reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain

Based on 28 Pricefx reviews and verified by the G2 Product R&D team. System provides API's that can be used to easily integrate to financial and other 3rd party systems

Based on 25 Pricefx reviews and verified by the G2 Product R&D team. System support multiple currencies and languages to enable business in multiple countries

Based on 34 Pricefx reviews and verified by the G2 Product R&D team. Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers

Based on 32 Pricefx reviews and verified by the G2 Product R&D team. Easily generate desired reports and dashboard on configurations, pricing, and quoting

ERP integration is flexible and easy to maintain

Based on 18 Pricefx reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information.

Based on 16 Pricefx reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

Based on 11 Pricefx reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals.

Based on 10 Pricefx reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device.

Create attractive PDF versions of proposals.

Based on 10 Pricefx reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding.

Easily search for and add elements to a proposal.

Multiple users can edit a single document.

Based on 12 Pricefx reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval.

Based on 18 Pricefx reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Based on 19 Pricefx reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 14 Pricefx reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions.

Push and pull data from CRM to build proposals and update statuses with clients.

Couple accepting proposals and signing contracts together in one workflow.

Ability to create custom quotes based on customer requirements. 11 reviewers of Pricefx have provided feedback on this feature.

As reported in 14 Pricefx reviews. Allows users to configure products and revise quotes accordingly.

Provide standard pricing options that can be customized by customer. This feature was mentioned in 14 Pricefx reviews.

Deliver standard contract templates that can be modified by users. This feature was mentioned in 10 Pricefx reviews.

Track contract changes made by all parties during negotiation.

As reported in 11 Pricefx reviews. Implement the final version of the contract, including SLAs.

Allows users to generate text based on a text prompt.

Able to generate rebate aggrements

Can perform automated rebate calculation for rebate accurals and payout

Able to create unique and complex rebate programs for customers

Capable of matching rebate against actual sales, purchases, and margins

Able to analyze effectiveness of rebate programs

Provide intutive dashboard to visualize rebate performance and deal visibility

Able to forecast rebate account growth

Allow internal teams to collaborate and communicate within the rebate software

Allow communication with rebate partners and customers

Allow integration with CRM OR ERP or any other data sources

Allow integration with accounting or invoicing tools for rebate payouts

Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior

Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs

Allows flexibility for automatically adjusting prices of products or services based on real-time market conditions, competition, demand, or other factors.

Differentiates pricing by customer type, geography, products, services or sales channel.

Performs complex price calculations and delivers prices directly into front-end sales and commerce systems, such as CPQ tools, CRMs, ERPs, and eCommerce platforms.

Sets prices for new products, updates existing price lists or matrix pricing, and customer-specific pricing including discounts, rebates, and promotions.

Monitors price strategy of competitors to make informed pricing decisions.

Implements role-based controls and streamlines workflows automatically for approving price changes or exceptions.

Provides visualized reports or dashboards to analyze data of current pricing performance, trends, and opportunities.

Manages price lists to synchronize consistency across multi-channels, products, services, regions, and customer segments.

Allows ERP integration, and is flexible and easy to maintain.

Provides API's that can be used to easily integrate to other third party systems or software applications.

Allows CRM integration, and is flexible and easy to maintain.

Optimizes prices automatically from adapting to market changes, analyzing historical data, and predicting outcomes of various pricing scenarios for maximizing revenue.

Offers personalized prices and promotions to different customer segments based on their individual preferences, behavior, or purchase history.

Provides intelligent pricing insights and analysis with data-driven recommendations.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation