Product identity & description
Keep the product name and the customer-facing explanation your team uses when presenting it.
Products & Services Catalog
Build your catalog once. Reuse it wherever you sell.
Product names, descriptions, specifications, documents, accessories and service details should not be recreated every time a customer asks for a proposal.
Keep the customer-facing information about what you sell in reusable product and service records, then bring the right items into each proposal and adapt only what is specific to that customer.
Reusable Product Records
A product record should hold the information sales actually needs.
A product is more useful when the team can see the same customer-facing description, specification and supporting information every time it is sold. Keep that reusable information in the catalog instead of copying it from spreadsheets, brochures and old proposals.
When the product changes, update the maintained record so future proposals start from the latest information rather than whichever document a salesperson happens to find first.
Specifications & options
Maintain the technical or descriptive details that help the customer understand exactly what is being offered.
Images & supporting documents
Keep brochures, specification documents or other customer-facing references available with the product record.
Units, accessories & related items
Keep the unit and complementary items your sales team may need when building a complete customer offer.
Reusable Service Records
Services deserve the same structure as products.
Installation, commissioning, maintenance, consulting, job work, support, training, freight and other services often appear repeatedly across customer proposals. Keep the repeatable parts as service records instead of rewriting the same explanation every time.
The service can provide the starting description, scope or deliverable structure. The proposal can still change quantities, hours, locations, duration, exclusions or other customer-specific details for the actual engagement.
Examples of reusable service records
Installation & Commissioning
For products, equipment and project installations.
Freight & Handling
Keep logistics-related service wording reusable.
Maintenance & Support
Use for service periods, support scope or AMC-style work.
Consulting / Implementation
Keep reusable deliverables and scope for professional services.
Custom Job Work
Use your own unit, scope and service description.
Configurable & Custom Items
Reuse the catalog without forcing every customer into the same configuration.
A reusable catalog should reduce duplication, not create restrictions. Start from a maintained product or service record and change the job-specific information when the customer needs a different specification, quantity, option, accessory or scope.
And when the requirement is genuinely unique, add a custom product or custom service to the proposal. If that item becomes part of your regular offering later, you can turn the knowledge into a reusable record.
Reusable catalog record
Product / Service Template
Standard description, specifications, documents and usual commercial context.
Customer-specific changes
Specification
Quantity
Option / variant
Accessories
Scope
Custom item
Catalog records are the reusable foundation.
The proposal remains the place where the customer-specific configuration and commercial decision are expressed.
Catalog & Pricing
Keep what you sell separate from how you price it.
Product and service records describe what the customer is buying. Pricing Management controls the rate structure used when you sell it. Keeping those concerns separate makes the catalog easier to maintain and allows the same item to be sold under different pricing catalogues.
A dealer, project customer, institutional buyer or standard customer may all buy the same product at different rates. The catalog does not need to be duplicated just because the commercial relationship changes.
What are we selling?
- Product or service name
- Description & specifications
- Unit / options / accessories
- Documents & supporting information
- Reusable service scope
How are we pricing it?
- Multiple pricing catalogues
- Customer or customer-type pricing
- Proposal-specific discounts
- Taxes, freight & services
- Commercial terms & payment schedules
Use It Across Proposals
Stop copying product and service information from the last proposal.
When the catalog is maintained, a new proposal can start by selecting the products and services relevant to the customer. The salesperson then sets the customer-specific quantity, configuration, pricing and commercial terms instead of rebuilding the underlying item information.
This helps proposals stay more consistent while reducing the repetitive work of copying descriptions, specifications and service wording between documents.
Maintained Catalog→
Select Items→
Customer Configuration→
Pricing→
Proposal
One maintained source of selling information
Products and services stay reusable while each proposal stays specific to the customer.
Start Free