Last updated: February 1, 2024
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, invoice, payment link, 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:
Please note: any user can view and edit line items on a deal or quote, but you must have Create custom line items permissions to create new custom line items.
To create and edit products in the product library, you must be a user with Manage product library permissions Learn more about viewing and editing line items in the line item editor.
You can import multiple products, or create an individual product:
Please note: you can add a discount value for your product from the line items editor.
On the products index page, you can view and filter your products, along with editing, cloning, deleting, and more.
To. manage existing products: