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Documentation Index

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Creating a product allows you to define items that sales reps can add to quotes. You can set billing type, pricing details, variants, and associate the product with one or more catalogs.

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Prerequisites

You must have the Admin role to create products.

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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 (for a one-time payment) or Recurring product (for subscription billing), then click Create to open the creation form.

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Fill in general information

In the General Information section, enter the following details:
  • Name (required): Product name (e.g., “Professional License”, “Premium Support”)
  • Reference: Internal reference to identify the product
  • Description (optional): Short description visible to sales reps and customers
  • Primary image (optional): Upload a product image
  • Product Category (optional): Assign to a category for catalog organization
Choose the billing type carefully when opening the New product dialog—it determines how the product appears in quotes and how revenue is recognized.

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Configure advanced settings

Expand Advanced settings to set additional attributes:
  • Product type: Further classification of the product (e.g., software, service)
  • Unit of measure: The unit used for this product
  • Units per pack: Number of units included per pack
  • Language: Language for the product content

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Associate the product with catalogs

In the Linked catalogs section:
  1. Click the Catalog field to open the list of available catalogs
  2. Select one or more catalogs to associate with this product
  3. The selected catalogs appear as tags
A product must be associated with at least one catalog to appear in quote templates using that catalog.

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Enter external identifiers

If you integrate with external systems (CRM, ERP, accounting), enter the corresponding identifiers:
  • CRM ID: Product identifier in your CRM
  • ERP ID: Identifier in your ERP
  • Accounting ID: Identifier in your accounting software
External IDs are optional but recommended for bidirectional sync with other platforms.

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Define status and API name

In the right-hand side panel:
  • Active (required): Set to Active to make the product available for quotes, or Inactive to hide it
  • API name (required): Automatically generated technical identifier based on the product name
The API name can only be changed at creation. Once saved, it cannot be modified to ensure integration stability.

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Save the product

Click Save at the top right to create the product.

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What happens next

Once saved, the product becomes available in catalogs and can be added to quotes. To set pricing, you must create or update a pricebook associated with the catalog.

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Troubleshooting

Verify that the product is associated with the catalog used by your template. Check the Collections block and add the relevant catalog if needed.
The API name is locked after creation to maintain integration consistency. If you need a different API name, create a new product and archive the old one.
Pricing is managed separately in pricebooks. Navigate to Products & pricing > Pricebook, then add or edit a pricebook associated with your catalog.

Manage products

Edit, archive, and organize your product library

Create a catalog

Group products into catalogs for specific markets or segments

Create a pricebook

Define pricing for products in a catalog

Create a bundle

Package multiple products together as a bundle