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Creating a product allows you to define items that sales reps can add to quotes. You set the billing type, general information, linked catalogs, and prices, then optionally generate variants.

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Prerequisites

  • A role with write access to Products & pricing
  • To create a Recurring product, at least one billing frequency (see Manage product options)

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Access the product creation screen

1

Navigate to Products & pricing

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

Open the Products screen

Click Products.
3

Start creating a new product

Click New to open the New product dialog. Select One off product (one-time fees) or Recurring product (recurring fees), then click Create.
Recurring product is disabled until you configure billing frequencies (“You must first configure billing frequencies in the settings”).

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Product form tabs

The product form is organized in tabs:

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Fill in the overview

In Overview, enter:
  • Name (required): product name (for example, “Professional License”)
  • Reference: internal reference
  • Description (optional): short description shown on quotes
  • Primary image (optional): product image
  • Product Category (optional): category used to organize and filter products
In Type, unit and language, set:
  • Product type: classification (for example, Service, Subscription, Licence)
  • Unit of measure: the unit used for this product
  • Units per pack: quantities are sold in multiples of this value
  • Language: language of the product content
Set Status to Active to make the product available on quotes. The API name is generated from the product name.
The API name can only be changed at creation. Once saved, it can’t be modified, to keep integrations stable.
In the Pricing tab:
  1. In Linked catalogs, click Manage catalogs and select the catalogs where the product is sold. The default catalog is always linked and can’t be removed.
  2. In Price, set up the price of the product in each pricebook of those catalogs (pricing model, amount, currency, tax). See Pricing types.
A product must be linked to the catalog used by a quote, and have a price in the quote’s pricebook, to be added to that quote.

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Enter attributes and external identifiers

In the Attributes tab, fill in custom fields, Shipping (weight, dimensions, country of origin, HS code), Accounting (ledger account), Inventory (SKU), and Identifiers (CRM ID, ERP ID, Accounting ID) if you sync with other systems.

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Save the product

Click Save at the top right.

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What happens next

Once saved, the product can be added to quotes that use one of its catalogs. You can now generate variants, set relations, or add it to a bundle.

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Troubleshooting

Check that the product is Active, that it’s in the Linked catalogs of the catalog used by the quote, and that it has a price in the quote’s pricebook.
Create at least one billing frequency in Products & pricing › Product options › Billing frequency, then try again.
The API name is locked after creation to keep integrations consistent. If you need a different API name, create a new product and deactivate the old one.
Performance and Relations are available after the product is created. When the product has variants, Attributes, Assets, and Relations are set on each variant.

Manage variants

Generate variants from variant options

Set up your first catalog

Group products into catalogs for specific markets or segments

Create a pricebook

Define pricing for products in a catalog

Import products

Create many products at once from a CSV file
Last modified on October 27, 2026