Skip to content

How to add products & services to your catalog

Build a reusable catalog so you can drop products into any quotation instead of retyping them.

Steps

  1. Go to Catalog → Products and click Add product.

  2. Enter the basics : a name, reference/SKU, and description.

  3. Choose a unit of measure (e.g. hours, units).

  4. Add optional details : a supplier URL, internal notes, images, and prices, then save.

Related articles

One sales insight, every two weeks.

No fluff. Unsubscribe anytime.