Quoting & payments
49 articles
- Import and export volume-based products via CSV
- Product catalog: Volume-based pricing (new experience)
- Product Catalog: Pricing with volume discount (new experience)
- Product Catalog
- Import and export your catalog via CSV
- Product catalog: Volume-based pricing (classic experience)
- Product Catalog: Pricing with volume discount (classic experience)
- Pricing table. Add and set your pricing table
- Pricing table. Discounts and taxes
- Pricing table. Pricing table formatting
- Pricing table. Optional items and editable quantity
- Pricing table. One-time and recurring fees
- Pricing table. Group products under sections and display subscriptions or packages
- Pricing tables are being upgraded to Quote builder
- Add and set up quote builder
- Quote builder block. Working with custom products
- Quote builder block. Working with product bundles
- Conditional approvals with quote builder (classic experience)
- Map quote builder columns to fields in your CRM
- Quote builder block. Enabling recipient options
- Quote builder block. Design options
- Simplified quoting experience
- Inline quote — interactivity and shortcuts
- Conditional approvals with quotes (new experience)
- Profit and margin calculations in quote builder
- Using Smart content rules with Quote builder
- Simple Quoting on Free and Starter Plan
- Pipedrive. Map product fields with pricing table columns
- Pipedrive. Map product fields with quote builder columns
- Pipedrive. Mapping products to pricing tables and pricing table sections
- Zoho CRM. Map product fields with pricing table columns
- Zendesk Sell. Map product fields with pricing table columns
- SugarCRM. Map product fields with pricing table columns
- Quote builder block. Map products into quote sections
- Map pricing table columns to fields in your CRM