15 hours · $2,625
Product Catalogue & Pricing
Set up your catalogue, price books and margins so you can quote fast.
Overview
Quote faster with a catalogue that reflects real pricing. We import your products, set up price books with effective dates, and configure per-family margins so quotes are right the first time.
What's included
- Catalog import
- Price books & effective dates
- Per-family margins
What you'll walk away with
- Imported product catalogue
- Price books with effective dates
- Per-family margin rules
- Quote-ready pricing
How it works
- 1Gather your pricing data
- 2Import catalogue & price books
- 3Configure margins & rules
- 4Test a real quote together
Other services you might add
1 hr
Guided Onboarding Tour
A live walkthrough of the whole platform so your team can self-serve.
- 1-hour 1:1 session
- Tailored to your workflow
- Recording to keep
FreeBook it