What it covers
Use structured pricing, tax and discount inputs rather than rebuilding commercial details for every opportunity.
Revenue and contracts
Products and services
Maintain a catalogue for repeatable quote building.
How it works
Build quotes from a maintained catalogue
Keep repeatable products and services ready for commercial work, with structured prices, tax and discount inputs. This gives teams a consistent starting point when preparing a quote for a customer.
In practice
Reuse catalogue entries instead of re-entering commercial details for each opportunity.
When to use it
Useful situations
- Reuse consistent product descriptions and prices across quotes.
- Keep tax and discount inputs structured instead of retyping line details.
- Let sales staff select approved catalogue items while building an opportunity quote.
A working path
How the work moves
Maintain catalogue entries
Add or edit a product or service with a clear name, description and supported pricing details. Check currency, tax treatment and active status with the person responsible for commercial setup.
Use items in a quote
Select catalogue entries while preparing a quote and confirm quantities and permitted adjustments. Review the line descriptions and customer-facing values before requesting approval or sharing a proposal.
Review changes deliberately
When pricing or packaging changes, update the catalogue through its supported controls and consider the effect on future quotes. Existing quotes retain their priced snapshot and should be reviewed as separate commercial records.
Illustrative scenario
Standard service package
An operations owner maintains a service package with its approved description and pricing, then a salesperson uses it as a line item in a customer quote.
Before you start
What to check
- Catalogue values support quote creation but require accurate currency, tax and discount configuration for your business.
- A catalogue edit should not be assumed to rewrite an already priced quote; review quote snapshots and lifecycle separately.
Can I reuse catalogue items in quotes?
Yes. Structured products and services are available for repeatable quote building.
Are quote totals calculated from the catalogue?
The server calculates quote line and total amounts using the submitted commercial inputs.
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