Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt

Use this file to discover all available pages before exploring further.

A pricebook defines the prices applied to products in a catalog. You can create multiple pricebooks for different customer segments, currencies, or pricing strategies.

​
Prerequisites

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

​
Access the pricebook screen

1

Navigate to Products & pricing

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

Open Pricebook

Click Pricebook in the submenu.
3

Create a new pricebook

Click + New pricebook to open the creation dialog.

​
Configure the pricebook

1

Select pricebook type and catalog

In the Create a new pricebook dialog:
  • Pricebook type (required): Select Fixed (use set prices from the linked catalog) or Dynamic (automatically calculate prices using rules based on a base pricebook)
  • Catalog (required): Select the catalog this pricebook applies to. Each pricebook must be linked to exactly one catalog.
  • Currency (required): Choose the currency (e.g., EUR, USD, GBP)
Click Continue to open the full pricebook form.
2

Fill in general information

In the pricebook form, enter:
  • Name: Descriptive name for the pricebook (e.g., “Enterprise Pricing”, “EMEA Standard Rates”)
  • Reference: Internal reference code to identify the pricebook
3

Add product prices

Define prices for products in the catalog. The list displays Product, Variant, Reference, Type (One off or Recurring), and Price.
4

Enter external identifiers (optional)

If you integrate with external systems, fill in the relevant IDs:
  • CRM ID: Pricebook identifier in your CRM
  • ERP ID: Identifier in your ERP
  • Accounting ID: Identifier in your accounting software
5

Set status and API name

In the right-hand side panel:
  • Status: Toggle to Active to enable the pricebook or Inactive to disable it
  • API name: Automatically generated technical identifier for API integrations
The API name can only be changed during creation. Once saved, it becomes permanent to ensure integration stability.
6

Save the pricebook

Click Save at the top right to create the pricebook.

​
What happens next

Once saved, the pricebook becomes available for selection in templates and customer configurations. If set to Active, it will apply pricing when sales reps create quotes using the associated catalog. You can view where the pricebook is used in the Pricebook used in section, which displays linked templates, customers, and customer segments.

​
Troubleshooting

Ensure the catalog is created and set to Active status. Only active catalogs appear in the dropdown. Navigate to Products & pricing > Catalog to verify.
Check that:
  • The pricebook status is set to Active
  • The pricebook is associated with the correct catalog
  • The template or customer is configured to use this pricebook
  • Validity dates (if set) include the quote creation date
Create a separate pricebook for each currency. You cannot mix currencies within a single pricebook. Link each to the same catalog if needed.

Manage pricebooks

Edit, archive, and organize your pricebooks

Create a catalog

Set up a catalog to group products

Manage products

Add and configure products in your catalog

Create a template

Build a quote template using your pricebook