Products & Quotes

Create products in the product library

Last updated: January 8, 2021

Applies to:

Sales Hub  Professional, Enterprise

Create a product library of the goods and services you sell, then associate them with individual deals. With products, you can easily track what you're selling to your customers. When you associate a product to a deal or quote, you are adding a line item, which is one instance of that product. Review the differences between a product and a line item:

  • Product: a product is an object in HubSpot. It represents a good or service that you sell. You can create and manage products in the product library.
  • Line items: when you associate a product with a deal record or a quote, you are associating one instance of that product as a line item.

This article will go over how to create and manage products in the product library. To edit your line items, learn more about using the line items editor.

Please note: any user with Sales Access permissions in any account can view and edit line items on a deal record or when creating a quote. However, you must be a user with Sales Access permissions and Manage product library permissions in a Sales Hub Professional or Enterprise account to create, edit and view products in the product library. Learn more about viewing and editing line items in the line item editor.

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 CRM > Products & Quotes.
  • Click Create product.updated-create-product-screen
  • In the right panel, customize your product details:
    1. Name: enter a name for the product or service.
    2. SKU: if you use different SKUs to identify and track your products or services, enter a name for the SKU.
    3. Description: enter a description of the product, such as product features, additional options, or measurements.
    4. Folder: if you're organizing your products into different folders, click the Folders dropdown menu and select a folder.
    5. Price [currency]: enter the product's value in your account's currency.
    6. Billing frequency: select how often you will bill your contacts for the product or service.
    7. Unit cost: 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.
    8. Multi currency prices: if you're using multiple currencies in your account, you will need to manually enter the price for each corresponding currency in the designated fields.
    9. Term length: enter a term length in months or in years.

create-a-single-product-side-panel

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

Please note: you can add a discount value for your product from the line items editor.

Manage your products

In the product library, you can delete products, organize products into folders, or export your products from HubSpot.

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to CRM > Products & Quotes.
  • To sort products by metric, click the respective column header.
  • If you are using HubSpot's integration with Shopify, click the Source dropdown menu and select a store name to filter the products that are syncing with Shopify.
  • To reorder the table, click and drag the columns to the desired location.
  • To organize your products into different folders:
    • In the upper right, click the Actions dropdown menu, then select Create folder.
    • Enter a folder name, then click Add folder.
    • To move a product to a folder, hover over the product, click the Actions dropdown menu, then select Move.

move-product-dropdown-1

    • In the dialog box, select a folder, then click Move.

move-product-dialog

    • You can also move multiple products at once by selecting the checkboxes next to the products to move, then clicking Move at the top of the table.
  • 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.
  • 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: you can't delete products that are syncing with an e-commerce software.