Product Catalog
Define your products once. Use them everywhere.
Create a centralized product catalog with pricing tiers and line items. Pull them into deal rooms and templates instantly — consistent pricing, zero re-entry.
How it works
How teams run product catalog in four steps
Define your products
Add products with descriptions, pricing tiers, and default options. Set up one-time fees, recurring items, and custom line items.
Pull into deal rooms
When building a deal room, select products from your catalog. Pricing, descriptions, and options populate automatically.
Buyer configures from your catalog
Your buyer sees the products you selected and configures timing, quantity, and frequency from your predefined options.
Update once, update everywhere
Change a product price in the catalog. New deal rooms pick up the change automatically. Active deals keep their locked terms.
Benefits
What changes for your team
Pricing consistency
Every rep quotes from the same catalog. No more rogue discounts or outdated pricing in deal rooms.
Faster deal room creation
Pull pre-defined products into deal rooms in seconds instead of re-typing line items for every deal.
Flexible pricing models
Support one-time fees, recurring subscriptions, milestone-based billing, and custom line items — all in one catalog.
Template integration
Attach catalog products to deal room templates. When a template generates a deal room, the products are already included.
Part of the platform
The product catalog feeds into the pricing configurator and deal rooms. Products you define here flow through to contracts and invoicing — defined once, used across the entire lifecycle.
See the full platformFrom “Contact Sales” to cash. One platform. Zero handoffs.
Capture leads, close deals, track invoices, forecast cash flow — the entire sales-led process in one system. Start in minutes.