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Segments group customers that share the same commercial conditions, such as a region, an industry, or an account size. Instead of linking the same pricebooks and catalogs to every customer, you link them once to the segment.

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What a segment contains

A segment record (Customer › Customer Segment) has:
  • General Information: Name, Reference, Description, plus an automatically generated API Name
  • Associated Customers: the customers in the segment, managed with Manage Customers
  • Linked Resources: Templates, Catalogs, Pricebooks, Discounts, Contract Models, Payment Terms, Payment Methods
  • Identifiers: CRM ID, ERP ID, Accounting ID
Common ways to segment customers:
  • Geographic: North America, EMEA, APAC
  • Vertical: Healthcare, Finance, Retail
  • Customer tier: Enterprise, Mid-Market, SMB
  • Channel: Direct, Partner, Reseller

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How customers join a segment

Membership is manual. You either open the segment and click Manage Customers, or set the Segment field on the customer record. A customer belongs to one segment at most.

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How segments affect quotes

When you create a quote, Qwoty builds the list of templates, catalogs, pricebooks, contract models, payment terms, and payment methods you can choose from. Resources can be linked at three levels:
  1. The customer (its Linked Resources)
  2. The customer’s segment (its Linked Resources)
  3. The template (its catalogs and pricebooks), or your team for templates

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Association Resolution Mode

The Association Resolution Mode in Settings › Workspace › Quote decides how these levels combine when resources are linked at more than one of them:
A quote can’t be created without a pricebook. If the selected template lists no pricebook (and no other level provides one), the Pricebook list in the New project modal is empty.

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Common questions

No. Each customer has a single Segment field. Moving a customer to another segment removes it from the previous one.
Yes. The available resources are computed when you create a quote, so only new quotes use the new segment’s resources.
No. Segments don’t have membership rules. Assign customers manually from the segment or from the customer record.

Create a segment

Step-by-step segment creation

The customer record

Linked resources on the customer

Catalog vs pricebook vs bundle

How catalogs and pricebooks work together

Quote settings

Set the Association Resolution Mode
Last modified on October 27, 2026