Reference
Catalog vs Pricebook vs Bundle
Understand how catalogs, pricebooks, and bundles work together
Pricing types
Flat, Volume, Graduated, Cost based, % Percent, and None pricing models
Variants and options
Categories, variant options, and billing frequencies
Performance and relations
Product sales metrics and product-to-product relations
Product configurator
Configurable products with option groups, rules, and formulas
How-tos
Set up your first catalog
Create and configure a new catalog
Create a product
Add a one-off or recurring product
Manage variants
Generate variants from variant options on the product form
Manage product options
Set up categories, billing frequencies, and variant options
Create a pricebook
Define fixed or dynamic prices for a catalog
Create a bundle
Package products together for bundled offers
Configure discounts
Create product, order, and Buy X get Y discounts
Configure Buy X get Y
Offer free units when a customer buys a given quantity
Build a product configuration
Build configurable products with custom options
Import products in bulk
Use CSV import to add multiple products at once
Key concepts
Catalog groups your products in a logical way: by country, product range, or customer segment. Each catalog has one or more pricebooks that set the prices. Standard catalog is created automatically in every workspace. It is the default catalog: you can’t remove it from a product, and you can rename it and edit its reference. Products are the items you sell. A product is either One off or Recurring, can have variants, and can belong to several catalogs at once. Pricebooks hold the price of each product (or variant) for one catalog and one currency. A pricebook is either Fixed or Dynamic. Bundles combine products into a ready-made set that sales reps import into a quote in one click. Discounts reduce prices on products or on the whole order, or give free units with Buy X get Y. Product options are the shared settings you reuse across products: Categories, Billing frequency, and Variant options. Product Configuration turns a product into a configurable product with option groups and rules. It depends on your subscription.Access to each Products & pricing screen depends on your role’s permissions. Roles are configurable per workspace in Settings › Role.