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A pricebook defines the prices for products in a catalog. You can create multiple pricebooks for different customer segments, regions, or discount tiers. Qwoty automatically applies the right pricebook based on the customer, segment, or template.

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Prerequisites

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

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Access the pricebook settings

1

Open Settings

In the left side menu, click Settings.
2

Navigate to Pricebooks

In the Products & Pricing section, click Pricebooks.

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Create your first pricebook

1

Start a new pricebook

Click New pricebook in the top right corner.
2

Enter pricebook details

Fill in the required fields:
  • Name: Enter a descriptive name (e.g., Standard Pricing 2026, Enterprise Discount Tier)
  • Catalog: Select the catalog this pricebook applies to
  • Currency: Choose the currency for all prices in this pricebook
  • Valid from (optional): Set the start date for this pricebook
  • Valid until (optional): Set the expiration date for this pricebook
3

Add products and prices

Click Add products to select items from the linked catalog. Enter the price for each product in the Unit price column.You can also set:
  • Discount %: Apply a percentage discount to the list price
  • Minimum quantity: Define the minimum order quantity for this price
  • Maximum quantity: Define the maximum order quantity for this price
4

Save the pricebook

Click Save to create your pricebook.
Once created, you can associate your pricebook with specific customers or customer segments.
1

Go to the customer or segment

Navigate to Customers and select a customer record, or go to Settings > Customers > Segments to edit a segment.
2

Associate the pricebook

In the Pricing section, click Add pricebook and select your newly created pricebook from the dropdown.
3

Save the association

Click Save to confirm the link.

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Configure association resolution mode

The association resolution mode determines which pricebooks, catalogs, and payment terms are available when creating a quote.

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Access the quote settings

1

Open Settings

In the left side menu, click Settings.
2

Navigate to Quotes

In the Workspace section, click Quotes.

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Choose your resolution mode

Qwoty checks associations in this priority order:
  1. Customer (highest priority)
  2. Customer segment
  3. Template (lowest priority)
Select one of the following modes: Inclusive Mode Elements from all levels are combined and available when creating a quote. Example: If the customer has associated pricebooks, those from the segment and the template remain available as well. Exclusive Mode Only elements from the first configured level are available. Other levels are ignored. Example: If the customer has associated pricebooks, those from the segment and the template are ignored. Select the desired mode from the dropdown menu, then click Save.
This setting applies only to quotes. Orders and contracts are not affected.

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What happens next

When a Sales Rep creates a quote for a customer with an associated pricebook, Qwoty automatically applies the correct prices based on the resolution mode. If multiple pricebooks match the criteria, the system follows the priority order (Customer > Segment > Template).

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Troubleshooting

Verify that the pricebook is linked to the customer, customer segment, or template. Check that the Valid from and Valid until dates include today’s date. Confirm the pricebook uses the same catalog as the template.
This happens in Inclusive Mode. If you want only the customer’s pricebook to apply, switch to Exclusive Mode in Settings > Workspace > Quotes.
Only Admin users can edit pricebooks. Check your role in Settings > Users. If a pricebook is used in active quotes, some fields may be locked to prevent data conflicts.

Create your first catalog

Set up a catalog of products before creating pricebooks

Configure customer segments

Group customers and apply pricebooks at scale

Build a quote template

Combine catalogs, pricebooks, and payment terms

Manage pricing rules

Automate discounts and tiered pricing