WRITTEN WALKTHROUGH
Complete the workflow step by step.
01
Open the pricing catalog
Navigate to the catalog or reusable pricing area from Proposal Center.
Why this mattersCatalog entries are company-level defaults available to authorized proposal users.
PROPOSAL CENTER
TOOL SHOWNCompany catalogApply saved pricing
02
Create the item identity
Enter a clear customer-facing name, internal code, description and the matching equipment or service icon.
Why this mattersThe icon and description make imported plan devices immediately understandable in the proposal.
PROPOSAL CENTER
TOOL SHOWNCompany profileSave company standard
03
Set price and cost logic
Enter the default sale price, unit, taxable status and optional cost reference used by the company.
Why this mattersStandardized pricing reduces accidental underquoting and repetitive manual entry.
PROPOSAL CENTER
TOOL SHOWNCompany catalogApply saved pricing
04
Set employee permission
The customer master account decides whether team members may change catalog defaults or only adjust individual approved proposals.
Why this mattersOwners can protect pricing while granting trusted partners or sales leaders broader control.
PROPOSAL CENTER
TOOL SHOWNTeam accessSave permissions
05
Test the saved entry
Add the catalog item to a draft and import a matching plan symbol to verify the icon, description and price populate correctly.
Why this mattersA quick test confirms the catalog will support automation before the next customer quote.
PROPOSAL CENTER
TOOL SHOWNWorkspace actionsSave draft
COMPLETION CHECK
Confirm the result before moving on.
- Catalog item has a unique, readable name
- Icon matches the product or service
- Price and unit are correct
- Staff permission matches company policy