Products & Services
Manage your product catalog and services. Products are used as line items in quotes and can be quickly added from the catalog.
Product Fields
| Field | Required | Description |
|---|---|---|
| Name | ✅ | Product display name |
| SKU | — | Stock keeping unit (optional) |
| Price | ✅ | Default unit price |
| Unit | ✅ | Unit of measure (unit, hour, day, service, month, etc.) |
| Tax rate | — | Default tax rate (%) |
| Currency | ✅ | USD, EUR, or RUB |
| Active | ✅ | Whether product appears in catalog |
Adding a Product
- Go to Products → Add product
- Fill in the fields
- Save
The product will appear in the quote builder's quick-add buttons and product search dropdown.
Bulk Import
Import products from CSV:
- Go to Import → Import products
- Download the CSV template
- Required column:
name. Also supported:sku,description,unit,price,currency,tax rate (%),status - Upload, review, and confirm