What you’ll build
In this example, you’ll add two custom fields to a product catalog used by an agricultural cooperative:Step 1: Create the field in the Data model
Open Data model
Click + New
Fill in General Information for Hectares
- Name:
Hectares - API Name: Qwoty generates
hectares. Edit if needed. - Data Type: pick
Number
Save and repeat
Certification level with type Text the same way.Step 2: Configure the field on the product
Custom fields on Product behave slightly differently from Quote: they’re not gated by a template — they appear directly on every product record once enabled.Open a product
Find the Custom Fields section
Activate the toggle
Configure the properties
- Mandatory: leave unchecked for
Hectares(only relevant on land-related products) and checked forCertification level(always required for regulatory traceability) - Editable by sale ✓ — sales reps may need to override the value for special orders
- Display for customer ✓ — both fields are part of the buyer’s commercial context
Set values per product
Hectares = 0.5 for a per-package fertilizer, Certification level = Organic for the eligible products. Repeat per record, or import the values via CSV if you have many products.Save the product
What the customer sees
When a sales rep adds the product to a quote and publishes the Dealroom, the buyer sees the certification level alongside the line item. This works without further configuration — as long as Display for customer is checked, the field travels with the product.Step 3: Sync with your CRM or ERP (optional)
Product custom fields often correspond to attributes already tracked in your ERP (for accounting and inventory) or in your CRM (for sales context).Open the integration
Find the custom fields mapping section
Custom: Hectares and Custom: Certification level.Pick a sync direction
- CRM → Qwoty — typical for product master-data: the ERP or PIM is the source of truth, Qwoty receives updates
- Qwoty → CRM — when Qwoty is the catalog system of record
- Bidirectional — when both systems need to stay in sync edit-for-edit
Select the matching field
- Number → Number, Integer, Decimal, Currency
- Text → Text, Picklist, Dropdown
Save changes
Common Product custom fields
Beyond agriculture, here are patterns that come up often:Troubleshooting
The field doesn't appear on the product detail view
The field doesn't appear on the product detail view
My field appears on Product but not on the quote line item
My field appears on Product but not on the quote line item
The CSV import didn't populate the field
The CSV import didn't populate the field
The CRM doesn't list a compatible product field
The CRM doesn't list a compatible product field

