Products
Products
Products are the items you sell. Your product catalogue is the foundation of the CPQ system — products can be added directly to leads and deals, and they are the building blocks of pricing calculators.
Where to find it: In the main navigation, click CPQ, then open the Products view. Click Add Product to create one. This requires the Products module to be enabled.
Creating a product
Each product is set up across two tabs: Details and Pricing.
Details
Name: The product name.
Description: An optional description of the product.
SKU: An optional stock-keeping unit or product code.
Pricing
Price: The product price.
Currency: The currency for the price.
Billing Type: One-time for a single charge, or Recurring for a repeating charge.
Billing Period: Shown when Billing Type is Recurring. Choose Monthly, Quarterly, or Yearly.
Status: Live (available to use), Draft (not yet in use), or Archived (retired and no longer available for new quotes).
Using products
Once a product is Live, you can use it in two ways:
Directly on a lead or deal: Add products straight to a lead or deal without building a calculator. This is the quickest way to attach what a customer is buying.
In a pricing calculator: Add products to a calculator to build an interactive quoting tool with rules, conditions, and a live preview. See the Building Pricing Calculators article.
Good to know
All products in a single pricing calculator must use the same currency, so a calculator's currency is effectively set by the products in it.
Only Live products are available for new quotes. Set a product to Draft or Archived to take it out of circulation.
Archiving a product keeps it on any quotes it is already part of, but stops it being added to new ones.
Related articles
Building Pricing Calculators: Combine products into an interactive quoting tool with rules and a live preview.
Quotes on Leads and Deals: Attach a quote to a lead or deal and download a branded quote PDF.