What each concept does
Catalog groups products into a collection. You use catalogs to organize products by market, region, or business unit. Example: “France Catalog” or “Premium Catalog.” Pricebook defines the prices of a catalog’s products in one currency. Several pricebooks can price the same catalog, enabling segment- or currency-specific pricing. Example: “Enterprise Pricebook” and “SMB Pricebook” for the same catalog. Bundle packages products into ready-made quote sections. Example: “Starter Pack” containing three products.How they work together
A Catalog holds your products. A Pricebook assigns prices to those products. A Bundle combines products from its catalogs into sections. A quote template lists the Catalogs and Pricebooks sales reps can pick from when they create a quote.Key differences
Catalog details
Catalogs group products, configured products, and bundles. You can set validity dates, see linked pricebooks, and see where the catalog is used. Key fields:- Name: display name (for example, “France Catalog”)
- Reference: internal identifier
- Valid From / Valid To: optional date range for seasonal or promotional catalogs
- Status: Active or Inactive
- Products linked: products in the catalog (Manage products to change them)
- Configurated Product and Bundle: configured products and bundles available in the catalog
- Pricebooks linked: pricebooks associated with the catalog
- Catalog used in: customers and segments that use the catalog
Pricebook details
Pricebooks set the prices for products in a catalog. You can create several pricebooks per catalog to support different customer segments, currencies, or pricing strategies. Key attributes:- Type: Fixed (prices you set) or Dynamic (calculated from a base pricebook)
- Currency: one currency per pricebook
- Status: Active or Inactive
- Availability: listed on templates, and optionally restricted per customer or segment through their Linked Resources
Bundle details
Bundles package products into sections that sales reps insert with + Import bundle in the quote editor. Instead of adding five products one by one, a sales rep imports one bundle. Common bundle use cases:- Starter packs for new customers
- Seasonal promotional offers
- Preconfigured solutions for specific industries
Common questions
Can I use the same pricebook across multiple catalogs?
Can I use the same pricebook across multiple catalogs?
No. Each pricebook is linked to a single catalog. If you need the same pricing across catalogs, create one pricebook per catalog.
How do validity dates affect catalogs?
How do validity dates affect catalogs?
Valid From and Valid To define when a catalog is meant to be used. Use them for seasonal catalogs or time-limited offers.
Which comes first: catalog or pricebook?
Which comes first: catalog or pricebook?
Create the catalog first, then its pricebooks. A fixed pricebook needs a catalog to define which products it prices.
Why can't I create a quote from my template?
Why can't I create a quote from my template?
The template must list at least one pricebook. If it has none, the Pricebook list is empty in the new quote dialog and the quote can’t be created.
Related
Set up your first catalog
Step-by-step guide to creating a catalog
Create a pricebook
Create fixed or dynamic pricebooks
Create a bundle
Package products together into bundles
Product configurator
Build configurable products with rules and dependencies

