How Do I Set Up the Product / Services Pricing Library
GleanQuote gives you the ability to manage your entire Product, Service, Pricing Library in our system.
If you already have your products set up and managed in another system, you may be able to Sync them depending on integration or simply Import them with some basic setup.
Option 1: CRM Link
Check our CRM Integrations to see if you can Sync or Import your data directly.
If your CRM is already set up for Product Integration to GleanQuote, you can skip ahead to the next section for Product Options and Customizations
Option 2: Import Product Data
- Follow the steps in this article to Import Products and Pricing
Option 3: Manual Entry
- Go to the Products Page and click New Product
- Required Standard data:
- Product Name
- Standard Price
- Model Number
- Supplier *
*We require the supplier to avoid duplication of products with the same model numbers if Supplier does not apply to you, use a default like "My Company"
Product Options and Customization:
If you are starting from a list of imported or CRM-linked products, these are known as Simple Products.
A Simple Product is one Line Item, Component, or Service that is linked to one price with no additional variations or configurations
You can turn any Simple Product into a Configured Product by Adding Product Options
Product Options can help filter down to the correct product or components, or even be used to modify the Pricing based on the components selected.
For more help on how to customize or setup product configurations
GleanQuote can also handle Multi-Currency Pricing.
For more help on how to customize or setup pricing configurations