Deals

Use products

Last updated: March 27, 2019

Create a product library of all the goods and services you sell, then associate those products with individual deals. Using products, you can easily track what you're selling to your customers, then report on your products using the report builder in your reports tool.

 

Create a product

You can import multiple products, or create an individual product:

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Sales > Products & Quotes.
  • Click Create product.products--amp--quotes-new-table-
  • In the Create a product panel, customize your product details:
    1. Name: enter a name for the product or service.
    2. Description: enter a description of the product, such as product features, additional options, or measurements.
    3. Price type: specify if the price type is Fixed or Recurring.
    4. Price: enter the product's value. If the price type is recurring, select if it recurs monthly or yearly. If you are using multiple currencies in your account, you will need to manually enter the price for each corresponding currency.
    5. Cost per unit: enter the cost per unit, then HubSpot calculates the margin based on everything you sell. This lets you know how much money you're making per sale.
    6. Term length: enter a term length in months or in years.

  • Click Save, or click Save and add another to create an additional product.

 

Manage your products

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Sales > Products & Quotes.
  • To sort your products by a specific metric, click the respective column header.
  • If you are using HubSpot's integration with Shopify, click the Source dropdown menu to view products that are syncing with Shopify.
  • To reorder the table, click and drag the columns to the desired location. reorder%20products
  • After associating your product with a deal, you can specify a discount:
    • Hover over an individual product and click the Actions dropdown menu, then select Edit.
    • Under Discount, click the dropdown menu and select either % or currency code (e.g., USD).
    • Enter a discount value and click Save.

  • You can delete multiple products at once by selecting the checkboxes next to the products to delete, then at the top of the table, click Delete. products-delete-multiple-products

Please note: any products syncing with an ecommerce software will not be deleted.

  • To export your products:
    • Select the checkboxes next to the products to export, or select the checkbox next to the Name column heading to select all products.
    • At the top of the table, click Export.
    • In the dialog box, select a file format from the dropdown menu, then click Export.

 

Associate a product or multiple products with a deal record

  • In your HubSpot account, navigate to Sales > Deals.
  • Click the name of your deal record.
  • At the bottom of the deal record, in the Products section on the left side, click Add products.
  • Here, you will see any products currently associated with the deal. In the upper right, click Add Product.
  • In the Add products panel, select the product(s) to associate with the deal, then click Add.

Please note:
  • If the deal record already has an amount prior to product association, the existing deal amount will be overwritten if Update deal amount to $[value] checkbox is selected.
  • Shopify products synced to HubSpot by the Shopify integration cannot be associated to deals manually.
  • To update the deal amount to include the added products, select the Update deal amount to $[value] checkbox.
  • In the bottom left, click Save.

  • The products associated with the deal are listed in the Products section on the deal record.

If you are using multiple currencies in your account, learn more about using multiple currencies with your products.