Add a product

Add a product to your Catalog so it’s ready when you build a Quote.

Before you start

You’ll need

• Access to the Catalog section.

Steps

1. Go to Catalog and press “New product”. There you’ll see every product in your business.

2. Enter the name, the price and the currency. These are the product’s base details.

3. Add a description if you want. It helps give the client more detail.

4. Save. The product becomes available to your team.

Ready to quote

Products from the Catalog show up when you build a Quote, so you create it in seconds.

Result

Note

The product stays in your Catalog, available for your quotes.

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