Products & Quotes

Create products in the product library

Last updated: October 13, 2020

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. You can also create a quote to share with your contacts that includes pricing information about the products.

Associating products with your deals also allows you to use the Line item workflow enrollment trigger to enroll deals based on their associated products.

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 products 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.

Associate products with a deal record

After you create products, you can associate them to your deal records to help track what you're selling and how much revenue you're earning from your deals.

  • 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
  • You can add a new product that is unique to the individual deal. Products created from the line items editor will not be added to your product library.
    • To create a new product specifically for this deal, click Add product.
    • Enter your new product's details in the panel on the right, then click Save or Save and add another.
  • If you're a user with an assigned Sales Hub Professional or Enterprise seat, you can add existing products from the product library
    • To add products, click Add from library.
    • In the Add Products panel, select the products to add to the quote, then click Add.

Please note: Shopify products synced to HubSpot by the Shopify integration cannot be associated to deals manually.

  • After you add your products to the deal record, you can edit the product details in the line items editor, including updating the term, unit price, quantity, or add a discount. Learn how to edit products the products associated to a deal in the line items editor.

  • Adding products to a deal will automatically update the deal amount. In the dialog box, review the new deal totals, then click Confirm changes.

confirm-deal-amount-changes

  • You'll be brought back to the line items editor. In the top left, click Back to deal to navigate back to the deal record.

  • 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.

Manage your products

  • 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.
  • 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.

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.