Products & Quotes

Use products

Last updated: November 21, 2019

Applies to:

Sales Hub  Professional, Enterprise

Create a product library of 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

Please note: to create a product, you must have an assigned Sales Hub Professional or Enterprise seat or have Admin permissions in a Sales Hub Professional or Enterprise account.

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.updated-create-product-screen
  • In the right 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 a One-time charge or a Recurring charge.
    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.

create-a-product-updated

  • 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 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.
  • 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 ecommerce software. 

Once you've created your products, you can organize them 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.

 

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.
  • In the right panel, in the Products section, click Add products.add-products-to-deal
  • To select an existing product from your product library, click Add from library. You can also create a new product specifically for this deal by clicking Add product.
    • If you select Add from library, in the Add Products panel, select the products to associate with the deal, then click Add
    select-products-from-line-items
    • If you select Add product, enter your new product's details in the panel on the right, then click Save or Save and add another. This allows you to create a product that is unique to the individual deal. Products created from a deal line item editor will not be added to your product library.

Please note:
  • If the deal record already has an amount prior to product association, the existing deal amount will be overwritten if the Update deal amount to $[value] checkbox is selected.
  • Shopify products synced to HubSpot by the Shopify integration cannot be associated to deals manually.
  • To specify a discount:
    • Click the pencil icon edit next to the line item's unit price.
    • Under Discount, click the dropdown menu and select either % or currency code (e.g., USD).
    • Enter a discount value. The value will automatically update. edit-product-discount-on-line-item
  • To update the deal amount to include the added products, select the Update deal amount to $[value] checkbox.
  • In the bottom left, click Save.update-deal-amount
  • 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.

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