Create and manage products

Create a product library of the goods and services to sell in HubSpot, and associate them as line items to deals, invoices, payment links, quotes, legacy quotes, and subscriptions. 

When creating products, they can be priced at a flat rate or tiered. For example, you may want to assign volume-based discounts, or graduated or stair-step pricing. After creating products, view, filter, edit, clone, and delete them, and more.

Product pricing types

Flat rate pricing

Use flat rate pricing to charge buyers a standard rate for a product or service. For example, if you sell a one-off consultation service for $99, you'd set a flat price of $99 in your product library.

Tiered pricing

Use tiered pricing to charge different rates for different quantities of products or services. Tiered pricing is commonly used for volume discounts or scalable, usage-based models. For example, businesses cloud bases software, professional services, or consumption-based products.

Volume-based

One unit price applies to all units, determined by the total quantity purchased.

• Best for: simple bulk discounts.
• How it works: the entire line item is priced based on the total quantity bought.

Cloud storage (GB/month) example

A customer buying 6,000 GB pays $0.06/GB for all 6,000 units ($360 total).

Graduated

Each tier's price applies only to units sold within that tier.

• Best for: cloud based software or usage-based services that scale predictably.
• How it works: units are priced per tier. The total is the sum across all tiers.

Email sends example (per 1,000 emails/month)

If a customer sends 60,000 emails a month, they would be priced as follows:

• First 10,000 emails: $100
• Next 40,000 emails: $320
• Final 10,000 emails: $60
• Total the buyer pays: $480

Stair-step

The total price is a flat fee based on the highest tier reached.

• Best for: subscription bundles or tiered access levels.
• How it works: one flat fee is charged based on the quantity range. Going over a threshold moves the entire price to the next tier.

Software subscription model (based on the number of users)

An organization with 22 users qualifies as Professional tier and pays $350/month. If they reach 30 users and transition to Enterprise, the fee would then become $600/month.

Create products

Use the product builder to build out your product library. The product builder supports tiered pricing, one-time billing or recurring billing, and product statuses.

Create a single product

1. In your HubSpot account, navigate to Commerce > Products.
2. In the top right, click Create product. 
3. To edit which properties appear on the product creation form:
   • In the upper left, click Edit this form.
   • In the right panel, select the property checkbox next to each property you want to appear on the form.
   • Click Save.
4. Under Product information:
   • In the Name field, enter the name of the product.
   • If you use SKUs for your inventory products, in the SKU field, enter the SKU of the product. SKU stands for stock keeping unit and is a unique, alphanumeric code assigned to a product by a retailer or business to track inventory internally
   • In the Product description field, enter the product description
   • Click the Tax category dropdown menu and select a category. The category will display if you've turned on automated sales tax in settings.
   • Click the Product type dropdown menu and select a product type.
   • To add an image for the product:
     • On the right, click Upload to upload an image from your device.
     • Click Browse images to show images uploaded to the files tool.
       • In the right panel:
         • Use the search bar to search for an image that is already uploaded to the files tool. Once found, click the image to add it to the product.
         • Under Recently updated, click a folder to view the images within it, or click View all to view all files. 
         • Click an image to add it to the product.
         • To add an image from a URL, design an image with Adobe Express, or design an image with Canva, click the down do down arrow on the Upload button and select an option.
         • Click X in the top right of the right panel when you've added your images.
5. Under Billing details, click the Billing frequency dropdown menu and select the billing frequency.
6. Under Pricing configuration:
   • For flat-rate pricing, enter the price of the product in each of the currency fields. Click Manage currencies externalLinto configure currencies for your account and include them in the pricing configuration.
   • For tiered pricing:
     • Click the Tiered pricing tab.
     • Click the Pricing method dropdown menu and select a pricing method (volume-based, graduated, or stair-step).
     • In the Unit cost field, enter the unit cost (the cost of the product to you).
     • By default, there will be two tiers. To add another tier, click + Add tier.
     • Enter the minimum units next to each tier. The maximum units will update automatically. ∞ is the maximum value and creates an open-ended final tier.
     • To remove a tier, hover over the tier and click the delete delete icon next to the tier number.
       
       
       
7. To make the product unavailable for use in deals, invoices, payment links, quotes, and subscriptions, toggle the Active switch off in the top right.

Please note: inactive products will still be available in reporting and marketing emails.

8. Click Create, or Create and add another.

Bulk import products

1. In your HubSpot account, navigate to Commerce > Products.
2. In the upper right, click Import to bulk import products. Tier priced products can't be imported.
3. Choose your import method.

Create custom properties for products

You can create custom properties for the product. Learn more about creating custom properties.

Please note: if you create custom properties on the product object, they'll also be added to the line item object. Learn more about viewing a model of your CRM object and activity relationships.

Manage products

View, filter, edit, clone, and delete your products, and more, on the products index page.

1. In your HubSpot account, navigate to Commerce > Products.
2. To sort the products, click a column header.
3. To filter the index page by specific product properties:
   
   • Click Advanced filters above the table.
   • In the right panel, click + Add filter. Search for and select the property you want to filter by, then set the filter criteria.
   • To select another property to add to the filter, click + Add filter.
   • To filter by the property you've selected, or another filter, under OR, click + Add filter group.
   • Click the X in the upper right of the panel when you've set up your filter. Learn more about setting up filters and saving views.
4. To reorder the table columns, click the column name and drag it to the desired location.
5. To add or remove table columns:
   • Click Edit columns in the top right of the table.
   • In the dialog box, click the checkboxes next to the columns you'd like to add or remove.
   • Under Selected columns, click the dragHandle drag handle next to the column you want to move and drag it to the desired position.
     
     
     
   • Click Apply.
6. For tier-priced products, click View tiers in the Price column to view the tiers of the product.
   
   
   
7. To edit a product:
   • Click the product name.
   • For quick changes, update the details in the right panel. Changes are autosaved.
   • For more detailed changes, click Actions in the upper right of the right panel, and select Edit. Make your updates, then click Update product in the top right.
8. To update multiple products at once:
   • Select the checkbox next to each product you want to update.
   • At the top of the table, click edEdit.
   • In the dialog box, click the Property to update dropdown menu and select a property. Set the new property value, then click Update.
9. To clone, deactivate, activate, or delete a product. click the product name, then click Actions in the upper right of the right panel and select an option:
   • Clone: duplicate the product.
   • Deactivate: make the product unavailable in deals, invoices, payment links, quotes, legacy quotes, and subscriptions. Deactivated products will still be available in reporting and marketing emails.
   • Activate: make a deactivated product available.
   • Delete: remove the product from the product library. In the dialog box, click Delete product to confirm.
10. To delete products in bulk:
    • Select the checkbox next to each product you want to delete.
    • At the top of the table, click deletDelete.
    • In the dialog box, enter the number of records and click Delete.
11. To restore products that have been deleted in the past 90 days, click Actions in the upper right of the products index page, then select Restore records externalLink. The recycle bin will open in a new browser tab. Learn more about restoring records.

Export products

1. In your HubSpot account, navigate to Commerce > Products.
2. Click Export in the upper right of the table. In the dialog box:
   • In the Export name field, enter an export name.
   • Click the File format dropdown menu, and select a format.
   • Click the Language of column headers dropdown menu and select a language.
   • Click to expand the Customize section to customize the export further:
     • Under Properties included in export select which properties to include in the export.
     • Under Associations included in export, select the Include associated record name checkbox to include associated record names (e.g., the deal name).
     • Under Associations included in export, select whether to include up to 1,000 associated records, or all associated records.
   • Click Export. Learn more about exporting records.

Understand product to deal associations

Associate products with deals

You can associate products to deals in the following ways, to then filter for those products in segments and workflows.

• Add a line item to a deal (excludes custom line items).
• Toggle the Create a new deal for each payment switch on for payment links.
• Create a quote.
• Use custom-coded workflow actions.
• Use the associations API.
• Use an integration.

Calculate associated products limits

The default association limit is 100,000 deals per product record. To see how many product to deal associations exist in your account:

1. In your HubSpot account, navigate to Data Management > Data Model.
2. Click the Limits tab.
3. In the left sidebar menu, click Associations. Associations above 80% of their limit will display.

4. Click View all externalLinto view the individual records on a filtered index page.

Once you reach this limit, segments and workflows using the product association filter will no longer update or trigger. To resolve this issue, you can:

• Change your segment or workflow to filter on line items instead of products.

• Create a new product in your product library, and use this product moving forward (e.g., if you were selling t-shirts, and your existing product was called T-shirt, you could add a new product called T-shirt 2025).

Next steps

• Learn how to create invoices.
• Learn how to create payment links.
• Learn how to create and send quotes.
• Learn how to create subscriptions.