The Pricing Catalogue lets you build a library of your products and services with pre-set pricing, so you and your team can drop them into a document instead of typing them out every time.
Instead of starting from a "kitchen sink" pricing table and deleting the rows you don't need, you can build tables from scratch by inserting only the items each deal actually calls for.
Finding the Pricing Catalogue
Click Pricing Catalogue in the main navigation. This opens your catalogue, where you'll see all your saved items in one place along with their SKU, list price, billing frequency, and when each was last updated.
You can organize items into folders (by service, product line, team, or however makes sense for your business) using New Folder. If you haven't created any folders yet, everything lives under All Items.
Adding an item to the catalogue
- From the Pricing Catalogue, click Add Item.
- Fill in the item details:
- Item Name (required)
- SKU (optional)
- Description (optional) — shown to reps when they're picking items to insert
- List Price (required)
- Billing Frequency (required) — one-time, monthly, yearly, etc.
- Click Save.
The item now appears in your catalogue and is available to insert into any proposal.
Quantity, optional items and editable quantity
Each catalogue item can carry its own interactive settings, so they come along whenever the item is added to a proposal.
- Quantity: the default quantity added to your pricing table
- Optional: the item shows with a checkbox, so your client can include or remove it
- Editable quantity: your client can change how many they want
When you choose Insert from catalogue, these settings are applied to the new row. You can still change them for that document in the Rows panel.
Moving from Legacy? Your Legacy fee library can be migrated straight into the Pricing Catalogue, one fee at a time or in bulk.
Inserting a catalogue item into a proposal
When you're editing a pricing table in the document editor:
- Right-click a row (or use the row menu) to bring up the row options.
- Select Insert from catalogue.
- In the All Items window, check the box next to each item you want to add. You can select individual items or entire folders, and use the search bar to find something quickly.
- Click Insert. The button shows how many items you've selected (e.g., Insert (2)).
The selected items are added to your pricing table with their name, description, and price already filled in — no manual typing, and no need to delete rows you don't need.
Why use it
- Consistency — pricing and descriptions come from one source, so reps aren't retyping (or mistyping) numbers deal by deal.
- Speed — build a table by adding only what's relevant, rather than trimming down a full template.
- Fewer errors — list prices update in the catalogue, not in a dozen different documents.
What's next
The Pricing Catalogue is the foundation for more advanced quoting features we're building over time, moving toward fuller CPQ (configure, price, quote) functionality.