QUOTING
Quote faster and close with confidence
Give sellers clarity on the right price for every deal. Respond faster to customers while balancing competitiveness, margin, and win rates.
manage pricing at scale
Where deal decisions break down
Reps struggle to determine the right price for each deal
Reps discount without clear floor, target, and stretch guidance
Approvals move more slowly between sales, pricing, and finance
Every quote, backed by pricing intelligence
Create quotes with built-in price guidance and margin guardrails, helping sellers respond faster, negotiate with confidence, and win more deals.
Complex B2B sales teams that need better pricing guidance
B2B sales teams often create quotes that involve thousands of products, customer-specific pricing agreements, channel discounts, and competitive deal scenarios. When every quote must also balance competitiveness, margin, and speed, sellers need better decision support—not more manual work.
Teams managing customer-specific pricing across products, regions, and channels
Organizations managing complex pricing and approval policies at scale
Commercial leaders balancing growth, speed, and margin performance
From opportunity to quote in five steps
Create, review, approve, and deliver quotes through one consistent process.
Configure the quote
Apply pricing guidance
Route for approval
Measure performance
Improve sales performance with smarter quoting
When sellers lack visibility into the right price, approvals slow down and win rates and margin suffer. Pricefx helps sales teams quote faster, defend margin, and close more deals across every market.
- Speed
- Margin
- Wins
Move faster
Compress quote turnaround from days to minutes by automating approvals, removing handoffs, and giving sales the right information at every step of the deal.
Protect margin
Defend pricing in every deal with floor, target, and stretch guidance — plus guardrails that flag when discounts cross approval thresholds.
Win more deals
Win more of the deals you quote by giving sellers the right price and the confidence to defend it in every negotiation.
The tools behind faster, more profitable quotes
Bring quote creation, pricing guidance, and approvals together in one transparent quote process.
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Fast, intuitive quote creation
Build, configure, and send quotes in minutes with templates and product configuration tuned to every business scenario.
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Pricing and negotiation guidance
Show sales the floor, target, and stretch price for every deal, with guardrails that flag discounts before they need approval.
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Complete deal transparency
Visualize every pricing component in the deal waterfall — list price, discounts, costs, and margin — before the quote is sent.
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Configurable approval workflows
Route only the deals that need approval and auto-approve the rest, with audit trails finance and compliance can defend.
Turn deal insight into better outcomes
As teams move quoting into a guided process, Agents help managers identify stalled deals, approval bottlenecks, and margin risks earlier. AI Deal Optimization helps sellers determine the best price to compete, understand how much margin flexibility they have in negotiations, and identify opportunities to expand each deal.
FEATURED AGENT
Quote Speed Agent
FEATURED AGENT
Quote Speed Agent
The Quote Speed Agent monitors quote turnaround time across the sales force, helping teams identify where deals are slowing down before they slip out of reach.
FEATURED AGENT
Off-Guideline Deal Agent
FEATURED AGENT
Off-Guideline Deal Agent
The Off-Guideline Deal Agent flags deals that fall outside approved pricing guidelines, helping managers catch margin risk before quotes get approved and sent.
FEATURED AI USE CASE
AI Deal Optimization
FEATURED AI USE CASE
AI Deal Optimization
AI Deal Optimization brings three models together — win-rate optimization, negotiation guidance, and product recommendations — so sellers win more deals over the competition, protect margin in the moment, and grow each deal's size.

5 days → 1 hour
quote turnaround
Mabe replaced a five-day quote cycle with a one-hour cycle in Pricefx Quoting — and lifted net sales margin 2.5 points in the first year.
- Ignacio Iturbide, Commercial Director, Mabe
2–3%
deal margin uplift
An industrial technology manufacturer empowered sales teams with Pricefx Negotiation Guidance — driving higher win rates and 2–3% deal margin improvement by giving sellers the right price for every customer-product combination.
Open integration, enterprise scale, and operational control
Pricefx connects with the systems, market data, and AI environments your business already relies on — delivering governed pricing decisions into the tools where teams price, sell, and execute. Manage pricing complexity with the security, governance, and control enterprise teams expect.
Connects with all of your ERP, CRM, CPQ, external market data, and AI environments
Manages complex pricing logic, large data volumes, and high-impact pricing changes at scale
Protects pricing with enterprise-grade security, governance, audit trails, and control
Frequently asked questions
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Can we start with just Pricefx Quoting?
Yes. Pricefx Quoting works as a standalone capability. Many customers start here to compress quote cycle time, embed pricing guidance and approvals into the sales motion, and prove value before expanding into Price Management, Agreements, Promotions, or Optimization.
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Can Quoting handle our deal volume and complex quote scenarios?
Yes. Pricefx Quoting is built for enterprise sales motions: large deal volumes, configurable quote types, multi-step approvals, and complex pricing scenarios across business units, regions, and channels. Customers handle thousands of quotes per week with consistent rules, transparent margin, and full audit trails.
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How is Pricefx quoting software different from CPQ software like Salesforce CPQ or SAP?
Pricefx works alongside CPQ tools like Salesforce CPQ and SAP, not against them. Native integrations let sellers quote in the tools they already use, while approved prices flow back into ERP automatically. Where CPQ solutions fall short on complex B2B pricing logic, margin guidance, or approvals, Pricefx adds the pricing intelligence behind the quote.
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How fast can we get Pricefx Quoting live?
Most teams see value in weeks, not months. Because Pricefx Quoting works inside the CRM and quote process sellers already use, change management is lighter than a full system replacement. Many customers start with one region or business unit, prove the gains in quote speed and margin, then expand from there.
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Can sales see margin impact and approval guidance before sending the quote?
Yes. Sellers see the full deal waterfall — list price, discounts, costs, and resulting margin — alongside floor, target, and stretch pricing guidance for every product. Guardrails flag when discounts cross approval thresholds before the quote leaves the seller's screen.
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Will this scale across our regions, channels, and business units?
Yes. Pricefx Quoting is designed for global sales operations: multi-region pricing, channel-specific rules, business-unit-level configurations, and customer-specific terms. Customers operate Pricefx Quoting across dozens of countries with consistent guidance and full local flexibility.
See Pricefx Quoting in action
Related resources
VIDEO
Inside the Pricefx Quoting workflow
ANALYST REPORT
IDC MarketScape: Worldwide B2B price optimization and management applications
CAPABILITY OVERVIEW
Pricefx Quoting Overview