Pricefx REST API Reference
Pricefx REST API
/Pricefx API Reference/- List Products
Upsert a Quote
List Quotes
Get a Quote
Submit a Quote
Export an Excel File
Export a DOCX File
Export a PDF File
Recalculate a Quote
Create a New Revision
Convert to a Deal
Copy a Quote
Mark an Offer as Lost
Revoke a Deal
Add Products to a Quote
Get a Quote/Contract/Rebate Agreement/Compensation Plan Header
List CLIC Objects
Mark an Offer as Lost (with reason)
Update CLIC Line Items
Create a Quote
Save a Temporary Data
Get a Temporary Data
Delete All Line Items
Import Line Items (w/o Input Types)
Get Folder Statistics
Undo Quote Revocation
List Products
The Pricefx Backend API
Download OpenAPI description
Overview
URL
Pricefx
Languages
Servers
Mock server
https://api.pricefx.com/_mock/openapi/reference/pricefx-server_openapi
URL:
https://{baseUrl}/pricefx/{partition}
- Mock serverhttps://api.pricefx.com/_mock/openapi/reference/pricefx-server_openapi/quotemanager.price
- URL:https://companynode.pricefx.com/pricefx/companypartition/quotemanager.price
- curl
- JavaScript
- Node.js
- Python
- Java
- C#
- PHP
- Go
- Ruby
- R
- Payload
curl -i -X POST \
-u <username>:<password> \
https://api.pricefx.com/_mock/openapi/reference/pricefx-server_openapi/quotemanager.price \
-H 'Content-Type: application/json' \
-d '{
"data": {
"quote": {
"version": 0,
"typedId": "string",
"uniqueName": "string",
"label": "string",
"targetDate": "string",
"workflowStatus": "string",
"headerText": "string",
"inputs": [
{
"name": "string",
"label": "string",
"lookupTableId": null,
"url": "string",
"type": "string",
"value": "string",
"valueHint": "string",
"readOnly": null,
"filter": null,
"parameterGroup": null,
"required": null,
"labelTranslations": null,
"addUnknownValues": null,
"typedId": null,
"alwaysEditable": null,
"inputs": [
{}
],
"parameterConfig": {},
"formattingOptions": {},
"valueOptions": null
}
],
"viewState": {
"gridViewState": null,
"openFolders": null,
"selectedNodes": [
{}
]
},
"outputs": [
{}
],
"lastUpdateByName": "string",
"createdByName": "string",
"submittedByName": "string",
"calculationStatus": 0,
"dirty": true,
"refreshInputs": true,
"nodeId": null,
"userGroupEdit": null,
"userGroupViewDetails": null,
"serverMessages": null,
"additionalInfo1": null,
"additionalInfo2": null,
"additionalInfo3": null,
"additionalInfo4": null,
"numberOfAttachments": 0,
"creationWorkflowStatus": null,
"creationWorkflowCurrentStep": null,
"creationWorkflowStepCount": null,
"creationWorkflowStepLabel": null,
"signature": null,
"lineItems": [
{
"version": 0,
"typedId": "string",
"clicId": 0,
"inputs": [
{}
],
"outputs": [
{
"resultName": "string",
"resultLabel": "string",
"result": 0,
"excludeFromExport": true,
"warnings": null,
"alertMessage": null,
"alertType": null,
"displayOptions": 0,
"formatType": "string",
"suffix": null,
"resultType": "string",
"cssProperties": null,
"userGroup": null,
"resultGroup": null,
"overrideValueOptions": null,
"overrideAllowEmpty": true,
"labelTranslations": null,
"overridable": true,
"overridden": true,
"resultDescription": null
}
],
"dirty": true,
"lineId": "string",
"parentId": null,
"calculationStatus": 0,
"editabilityStatus": 0,
"label": "string",
"sku": "string",
"priceRecordId": null,
"folder": true,
"treeLabel": "string",
"createDate": "string",
"createdBy": 0,
"lastUpdateDate": "string",
"lastUpdateBy": 0
}
],
"expiryDate": "string",
"externalRef": null,
"customerId": "string",
"customerName": "string",
"customerGroup": null,
"quoteStatus": "string",
"renderInfo": null,
"serverMessagesExtended": null,
"approvalRequiredEmailAttachmentsJson": null,
"hasWorkflowHistory": true,
"approvedByName": null,
"deniedByName": null,
"createDate": "string",
"createdBy": 0,
"lastUpdateDate": "string",
"lastUpdateBy": 0,
"supersededBy": null,
"prevRev": "string",
"rootUniqueName": "string",
"quoteType": null,
"status": "string"
}
}
}'Response
application/json
{ "response": { "node": "e2e-templates-node", "data": [ … ], "status": 0 } }
Request
Retrieves product records. Additionally to the /productmanager.fetchproducts endpoint, this command supports filtering by a custom formula set for the configured and evaluated quote.
| Required Permission | Roles with the Required Permission |
|---|---|
| QUOTE_FETCHFILTERED | Edit LPG & Add Products (PB_PRICEGRIDEDITOR_ADD_SKU), Edit LPG (PB_PRICEGRIDEDITOR), Data Integration (DATAINTEGRATION), View Competition Data (PB_COMPETITION_RO), View Products (PB_PRODUCTS_RO), Administer Price Lists (PB_PRICELISTS), Manage Products (PB_PRODUCTEDITOR), Manage Price Lists (PB_PRICELISTSEDITOR), Administer LPG (PB_PRICEGRIDS), Manage BoM Data (PB_BOM), Administer Products (PB_PRODUCTS), View QuoteConfigurator (PRICESHOP_RO) Manage Product Master (PB_PRODUCTS_ONLY), Investigate for Support (SUPPORT), Administer Plasma (PLASMA), Manage PromotionManager (CM_CONTRACTMANAGER), Edit Quoting (PRICESHOP_EDIT) Administer Rebates (RM_REBATEMANAGER), Administer Quoting (PRICESHOP_QUOTEADMIN), View Product Details (PB_PDETAILSVIEW), Manage Product Details Only (PB_PDETAILSEDITOR), Manage Claims (CLM_CLAIMMANAGER), Manage Product Master Extensions (PB_PXEDITOR), View BoM Data (PB_BOM_RO), Manage Products & Use EC (PB_PRODUCTEDITOR_EC), Manage Competition Data (PB_COMPETITION), Manage QuoteConfigurator (PRICESHOP), View Price Lists (PB_PRICELISTS_RO) |
Security
basic or X-PriceFx-jwt
The number of the end row that defines the end of the result set's returned objects. Use this parameter if you want to implement paging for results.
Default 300
- Mock serverhttps://api.pricefx.com/_mock/openapi/reference/pricefx-server_openapi/quotemanager.fetchproducts
- URL:https://companynode.pricefx.com/pricefx/companypartition/quotemanager.fetchproducts
- curl
- JavaScript
- Node.js
- Python
- Java
- C#
- PHP
- Go
- Ruby
- R
- Payload
curl -i -X POST \
-u <username>:<password> \
https://api.pricefx.com/_mock/openapi/reference/pricefx-server_openapi/quotemanager.fetchproducts \
-H 'Content-Type: application/json' \
-d '{
"operationType": "fetch",
"startRow": 0,
"textMatchStyle": "exact",
"oldValues": null,
"distinctResults": false,
"data": {
"quote": {
"label": "Quote01",
"targetDate": "2021-11-01",
"headerText": "<p>Quote message.</p>",
"inputs": [
{
"name": "Customer",
"label": "Customer",
"lookupTableId": null,
"url": "/fetch/C/",
"type": "CUSTOMER",
"value": "00003",
"valueHint": "Kate Smith",
"readOnly": null,
"filter": null,
"parameterGroup": null,
"required": null,
"labelTranslations": null,
"addUnknownValues": null,
"typedId": null,
"alwaysEditable": null,
"inputs": [],
"parameterConfig": {},
"formattingOptions": {},
"valueOptions": null
}
],
"outputs": [],
"nodeId": null,
"userGroupEdit": null,
"userGroupViewDetails": null,
"expiryDate": "2021-11-01",
"externalRef": null,
"quoteType": null
},
"filterCriteria": {
"_constructor": "AdvancedCriteria",
"operator": "and",
"criteria": [
{
"fieldName": "unitOfMeasure",
"operator": "iContains",
"value": "EA"
}
]
}
},
"endRow": 50,
"sortBy": [
"sku"
]
}'- Mock serverhttps://api.pricefx.com/_mock/openapi/reference/pricefx-server_openapi/quotemanager.createnewrevision/{identifier}
- URL:https://companynode.pricefx.com/pricefx/companypartition/quotemanager.createnewrevision/{identifier}
- curl
- JavaScript
- Node.js
- Python
- Java
- C#
- PHP
- Go
- Ruby
- R
- Payload
curl -i -X POST \
-u <username>:<password> \
https://api.pricefx.com/_mock/openapi/reference/pricefx-server_openapi/quotemanager.createnewrevision/2147491342.QResponse
application/json
{ "response": { "node": "e2e-templates-node", "data": [ … ], "status": 0 } }
CommentsCopy for LLM Copy page as Markdown for LLMs View as Markdown Open this page as Markdown Open in ChatGPT Get insights from ChatGPT Open in Claude Get insights from Claude Connect to Cursor Install MCP server on Cursor Connect to VS Code Install MCP server on VS Code