How to use Catalog Items and Bundles

The Catalog features a list of your services and products along with their descriptions and prices. You can quickly use them in your deals, invoices and sales quotes to streamline your process and save your time. 

Manage your Items and Bundles in the Catalog

Catalog is a dedicated page where you can manage your list of services or products which we call Items or Bundles (group of Items). This is where the Items can be added, edited, deleted or grouped into a Bundle. Items and Bundles can be quickly inserted into a Deal.

1

Click on More →  Catalog  to access the list of your Items  and Bundles.

Create an Item

1

Click on  More → Catalog → Create Item

2

Fill out Item name, Description, Cost and Price → Click Save

Edit/Clone/Delete an Item

1

Click on  More → Catalog → Items

2

Hover on a selected Item  and click on  Edit, Clone or Delete icon to complete a desired action.

Create a Bundle

Bundle is a group of Items that can be inserted into a deal in one go.

1

Click on  More → Catalog → Bundles  → Create Bundle

2

Fill out  Bundle name  and Description → Click  Save

Insert Items to a Bundle

1

Click on   More → Catalog → Bundles → Select your Bundle name → Click +Insert Items

2

Select Items that you wish to insert to a Bundle → Click   Insert (# Items)

Note: Same Item can be added to multiple Bundles giving you the flexibility to offer tailored services to your customers.

Insert Item or a Bundle to a Deal

1

Open a contact → Add Deal (or Edit Deal) → Click  +Insert Items.

2

In Your Catalog pop-up you can:   

• Create a new Item by clicking Create Item 
• Search for an Item or a Bundle by typing its name in the Search bar
• Insert an existing Item or a Bundle to a deal by selecting its checkbox 
• Select an Item or a Bundle from the list  → Click Insert (# Items).

4

Click Save.

Filter Deal Items

Once you add your Items to a Deal you can filter for them in various deals.

1

Go to Filters → Click + icon to add a new filter

2

 In a Filter pop up select Deal Item → select   is  or is not  → type  Deal Item name.

3

Click  Add another filter  line to combine multiple criteria → Run.

For more information on Filters see here.

NOTES

• Items and Bundles are accessible to all users on an account.
• Only Account Owners and Admins can add/edit Items and Bundles.
• When exporting deals, Deal Items will be exported if associated with a deal.
• When inserting an Item to a deal, you can update Item's description, price and quantity fields. Note: These changes will only apply to this deal. 
• You can use Deal Items with Quick Quotes to build and send sales quotes in seconds.