Products and Pricebooks

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Products and Pricebooks

  • Manage organization-wide product catalogs and associate each product catalog with CRM modules for a 360 degrees view
  • Customize the products page layout, fields, and related list views as per your organization’s requirements
  • Attach product-specific documents such as marketing collateral, license agreements etc.,
  • Export product details to spreadsheet software such as Microsoft® Excel®, OpenOffice®, and others for further analysis
  • Create multiple Price Books as per customer segmentation and associate products with the Price Books
  • Offer flat or differential type volume discounts while generating invoices for customers
  • Procure products from the preferred list of vendors