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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.

  • Availability: Leads, deals and calculators (the default) lets the product be added anywhere. Calculators only keeps it out of every lead and deal product picker, so it can only reach a lead or deal through a calculator quote.

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, and it is open to any product whose Availability is Leads, deals and calculators.

  • 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.

Calculators-only products

Set Availability to Calculators only for products that should always be priced through a calculator, such as tiered plans or bundles whose price depends on the inputs. A calculators-only product:

  • Does not appear in the product picker on a lead or deal, in your app, in the partner portal or through the API, and is rejected if someone tries to add it by hand.

  • Still appears in the calculators you add it to, and on every quote those calculators generate. When a quote is copied from a lead onto a deal, its calculators-only products come with it.

  • Stays visible in the Products view and in each calculator's Products tab, so you can keep managing it.

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.

  • Switching a product to Calculators only does not remove it from leads or deals it is already on; it only stops new manual additions.

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