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A catalog groups your products and configured products into a single collection. You can set validity dates, link pricebooks, and track where the catalog is used across your Qwoty configuration. This guide walks you through creating your first catalog and configuring its core settings.

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Prerequisites

You must have the Admin role to create and configure catalogs.

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Access the catalog screen

1

Navigate to Products & Pricing

In the left side menu, click Products & Pricing.
2

Open Catalogs

Click Catalogs to view the catalog list.
3

Create a new catalog

Click + New catalog at the top right.

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Configure general information

1

Name your catalog

Enter a Name that describes the catalog’s purpose, such as France Catalog or Premium Catalog.
2

Add a reference

Enter an internal Reference code to identify the catalog in reports and integrations.
3

Set validity dates (optional)

Define Valid from and Valid until dates if the catalog applies to a specific time period. Leave blank for permanent catalogs.
Validity dates are useful for seasonal catalogs or time-limited promotional offers.

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Add products to the catalog

1

Add configured products

In the Collections section, click the Configured product field and select any configured products you want to include. Selected products appear as tags.
2

Add standard products

In the Related products section, click + Add a product and select products from the list. Each product displays its variant, reference, and billing type (One-off or Recurring).
You can also import products in bulk using the Import button, or export the current product list with Export.

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Configure external identifiers

If you integrate Qwoty with external systems, enter the corresponding identifiers:
  • CRM ID: Catalog identifier in your CRM
  • ERP ID: Identifier in your ERP system
  • Accounting ID: Identifier in your accounting software
These fields enable seamless data sync across your tech stack.

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Set catalog status

In the right-hand panel:
  1. Toggle Status to Active to make the catalog available for use in templates and quotes
  2. Review the API name (auto-generated technical identifier)
The API name can only be changed at creation. Once saved, it cannot be modified to ensure integration stability.

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Save your catalog

Click Save at the top right to create the catalog.

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What happens next

Once saved, your catalog becomes available for selection when creating quote templates. You can associate one or more pricebooks with the catalog to define pricing for different customer segments. The Catalog used in block will display all templates, customers, and customer segments using this catalog.

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Troubleshooting

You need the Admin role to create catalogs. Contact your Qwoty administrator to request access.
Configured products must be created in the Product Configurator before they can be added to a catalog. Navigate to Products & Pricing > Configured products to create them first.
Yes. Open the catalog in edit mode and use + Add a product or remove products from the Related products list. Changes take effect immediately after you click Save.

Create a pricebook

Associate pricing rules with your catalog

Add products

Build your product library

Configure bundles

Create product packages

Create a template

Combine catalogs with pricing and terms