The Pricer Dashboard allows you to easily track your ongoing (or completed) Pricer workbooks.
Pricer Phases
Pricer phases are fully customizable and allow you to define and track your pricing workflow to completion. You can click and drag workbooks through phases in the Kanban view, or change views to Table or Row under Customize to suit your preference.
Creating New Workbooks
To create a new Pricer workbook, select New Workbook in the top right corner. You will be provided with a list of your currently active opportunities, or the chance to create a new opportunity at the bottom of the New Workbook menu using the Create New Opportunity button.
Adding a new workbook will start the Pricer extraction process and initialize Pricer on an opportunity, allowing you to begin using Pricer on your opportunity.