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Getting Started

Welcome to the Pricefx Knowledge Base

Our knowledge base helps you get the most out of Pricefx. You will find step-by-step how-tos and tutorials on everyday tasks like logging in, navigating the interface and understanding role-based access, Pricefx terminology, tips for localization, and admin tasks such as CRM integration. Developer? You can dig into the technical details both in the knowledge base and the API documentation.

Returning after an upgrade? See Pricefx Release Notes – All Products.

Where to Begin

Business Users

  1. Access Pricefx. Log in and get familiar with navigation and role-based access.

  2. Start with insights. Turn on dashboards to spot margin opportunities quickly.

  3. Quote faster. Watch how to set up a new quote in Pricefx (video), then create your own and check deal performance, margins, and approvals in one place.

  4. Level up terminology. Align on vocabulary to speed up collaboration.

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Administrators

  1. Check the technical requirements (browser, sizing, supported versions) in the latest Release Notes.

  2. Prepare your data. Clean customer, product, and transaction data is the foundation for smooth onboarding and strong analytics; see Get Your Data Ready below.

  3. Configure core assets (partitions, users, data flows) in PlatformManager.

  4. Set up integrations (ERP/CRM, automations, schedules) in IntegrationManager.

  5. Stay current with What Is New in Latest Release.

Developers

  1. Explore the API documentation to extend, integrate, or automate.

  2. Track changes and compatibility in the Release Notes.

  3. Coordinate with administrators on partitioning, access, connectors, and environments via PlatformManager and IntegrationManager.

Pricefx at a Glance

✅ Faster, smarter, more profitable pricing, right from the start.

Pricefx is a modular, cloud-native SaaS platform helping you manage and optimize pricing across the entire lifecycle: from analytics and strategy through execution. You can expect:

  • Speed and flexibility: Pricefx adapts to your unique needs without slowing you down, allowing you to leave behind manual spreadsheets and move toward AI-driven, insight-rich decision-making. Check out available Pricefx capabilities and typical use cases.

  • Pricefx Agents: Intelligent, autonomous assistants embedded within the Pricefx platform that proactively identify, analyze, and help you act on pricing opportunities, risks, and anomalies.

  • Accelerators: Go live faster with pre-configured, out-of-the-box solution packages with best-practice templates, dashboards, workflows, and data models.

  • Bring your own science: Plug in your own algorithms or use our productized science bricks for Clustering, Negotiation Guidance, and Product Similarity analysis. Perfect for tailoring the platform to your specific business cases.

Functional Capabilities (Out-of-the-Box)

Pricefx brings together functional capabilities that cover every aspect of price management:

  • Analytics: Spot underperformance with clear visualizations and granular root-cause analysis.

  • Optimization: Use machine learning to test and refine pricing, segmentation and margins.

  • Price Setting: Calculate prices based on cost, market, competition, or attribution factors.

  • Quoting: Control price and margin in negotiations, as a standalone tool or integrated into your CRM.

  • Agreements & Promotions: Create and manage discounts, promotions, and pricing offers.

  • Rebates: Run complex rebate programs transparently, all in one place.

  • Sales Compensation: Standardize commissions and incentives for sales teams or partners.

  • Channel Management: Handle ship-and-debit claims with complete oversight.

You will also find Dashboards and Company Processes in the main application menu for quick navigation and control.

Learn the basics: Common Functionality and Pricefx Terminology.

Get Your Data Ready

Onboarding success starts with well-structured customer, product, and transaction data. When your data is clean and organized, Pricefx Analytics and automation tools can deliver instant visibility through out-of-the-box dashboards, highlighting margin opportunities and surfacing pricing issues before they become problems.

If your subscription includes Pricefx Agents, turning them on early is one of the quickest ways to see value from that data.

Keep Learning

Browse Pricefx Training & Certification for role-based courses and certification paths, from business user basics to configuration and integration engineering. You can also join the Pricefx User Group to connect with other experts, or explore the Pricefx Learning Center for more pricing inspiration.

Need Help?

Ask the built-in Pricefx Copilot directly in the application, check the Frequently Asked Questions, or visit Support and Guidance if you still need a hand.

See Also