With Enterprise and Elite plans, you can use the Product Catalog to define goods for use with your deals, providing another layer of management of your pipeline.
We use the term "product" to refer to these goods, but the Products Catalog can also be used to list any services your company offers.
You need admin rights to add and edit products in the catalog. All other users can view the catalog.
This article contain the following topics:
Adding products to your catalog
You need to enable your catalog (if it is not already enabled), and then you can add your products.
To enable the catalog and add a product
- Click the Settings icon (
), then select Customize > Products.
- Click Enable (if you have not already enabled your Product Catalog).
- Click Add Your First Product. If you have already added products previously, click View Catalog.
- Click Add in the top toolbar to add your product.
- Complete the following fields:
- Name: (required field) the name of the product
- SKU: an inventory number or code. Both the name and the SKU can be used to search the catalog for the product
- Active: an active product can be added to a deal, an inactive product is listed in the catalog, but can't be used on new deals (until it's reactivated). New products are set to active by default
- Description: a short note about the product
- Unit Price: the price of a single item. This is the basis for calculating the discount, markup, and selling price values. You can choose one or more currencies. Click + next to the unit price to add multiple currencies for the product (see Working with currencies).
- Max Discount: the maximum discount you want your team to be able to offer on a product (up to 100%)
- Max Markup: the maximum markup you want your team to be able to add to the product's unit price. This lets you increase the value of a product in a given deal. There is no upper limit to the maximum markup
- Pricing Variation: shows the range of prices available for a single item of the product, based on the unit price, max. discount, and max. markup settings (note: For products with a Unit Price of zero, the Pricing Variation will not be displayed)
- Unit cost: (Admin-only field) lets you record the price of manufacturing or purchasing a single item of the product. If you have specified multiple currencies, all currencies are displayed. This field is not included in any of the above calculations.
- Click Save. Your product is created and listed in the Product Catalog. You can add multiple products.
- Click the x in the top right corner of the page to go back to the Settings page.
Working with multiple currencies
You can select any base currency for your product.
You can add a separate price for a given product in any of the currencies available in Sell using the + button next to the Unit Price field.
Products with prices in more than one currency are displayed in the catalog with a globe icon next to the price.
For more information on currencies in Sell, see Working with currencies in Sell (Enterprise and Elite).
Adding products to a deal
For each deal, you can see products shown in the right-hand column of the screen. You can see the total value of the products in the deal, converted to the deal's currency, as well as any discount you've applied to the products value. Click to set that amount as the deal value.
Product prices in currencies other than the deal's currency are converted to the equivalent amount in the deal's currency and shown as the (Total) Products Value. The (Total) Products Value is updated daily, based on current exchange rates (see Working with currencies).
In other words, if your deal's currency is euros, and you set the price for a product in dollars, the product's price in dollars remains the same, but the (Total) Products Value, in euros, changes.
Only the top five products in the deal are displayed. If there are more products listed, you'll see a More icon (...)
The Total Products Value is the value of all the products in the deal with the specified deal discount applied. Click + in the Products field to see and define the products in the deal. The Products in this Deal window opens.
From this window, you can manage the products added to the deal, quantities, and the discount or markup applied to prices in this deal. The discount or markup cannot exceed the maximum values specified in the catalog, and is automatically updated to remain within those values.
Specify a discount or markup by editing the Selling Price field. This value cannot exceed the Pricing Variation displayed in the Products Catalog.
Alternatively, edit the Discount field in the bottom right-hand corner to specify an individual discount for the specific deal. There is no limit on this discount.
From this view, you can also set the deal value to match the Total Products Value. When you add a product to a deal, it retains the price and other details listed for it in the catalog at the time it is added, and any subsequent changes to the product listing in the catalog are not reflected on existing deals.
You can add products to a deal when quick-adding a deal from the Sales Pipeline. You can also filter your Deals by products in the Sales Pipeline view.
If you decide to disable the Products Catalog, you won't be able to select products for your deals. The catalog's contents are retained for your account, in case you want to enable it again later.
13 Comments
Thanks for this explanation!
It would be good to have some way to upload a CSV of products; I suppose if that was something you offered at this time, you would have mentioned it here in this documentation.
So I'd like to request a Products Catalog Import feature!
Justin Hall thanks for the comment, and apologies for not coming back to you sooner!
You can't import a product list directly into your account, but you can use the Products API to do this.
I've raised your feature request with Product Management
Can products be set to have a free-text option for unit cost when adding to deals? In my business, our cost price differs greatly from deal to deal hence it wouldn't work for us to input a fixed cost price.
It'd be great if I could enter the cost price of products when creating a deal.
Hi Andrew Guo,
Unfortunately, the unit price can only be set when you create the product. It's not mandatory but if you don't set it, the unit price is set to zero when you add the product to a deal.
I guess the workaround is that if you have a number of set unit prices you could create multiple flavors of that product, with different unit prices.
However, this sounds like a good request for a new feature - please send us a ticket to raise this as a requirement (see https://support.zendesk.com/hc/en-us/articles/360022367413-Introduction-to-Voice-of-the-Customer-VoC-program) for more info.
Can we add groupings of Products? Example package A may have 5 products with varying price and units values under it. This way the Sales rep can just add the group without the need to search for all 5 products, and potentially miss an item.
Hi David,
While we currently do not have this functionality, it will certainly be a valuable addition to the product! I'm forwarding your request to our Voice of the Customer team for further evaluation and any potential project planning.
Thank you for providing the use case!
Serene Gao
Customer Advocate | Zendesk Sell
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Call us at 1 (888) 670-4887, Mo-Fr, 8am-5pm, Pacific Time
Hi
Are there any plans to support subscription products? Like software-as-a-service?
Hi Haavard,
It's Greg here with Sell's Technical Support Team and I'm happy to clarify.
I'm sorry to admit that currently Sell does not offer direct support for recurring transactions and revenue, so including SaaS-type products.
However, you could use the Product Catalog functionality to create a separate product that will reflect different subscription types, on different cadence and specific pricing. I would suggest including tags like 'Monthly', 'Annualy', 'Quarterly' etc. into each Product's name.
And to reflect this in your Deals section we recommend creating a new Deal for each recurring revenue, so in case of a monthly recurring revenue a solution would be to create a new Deal each month, for annual revenue each year etc.
I understand that this is a lot of manual work so please know that soon a new app will be released to our App Marketplace here - https://www.zendesk.com/apps/directory/?q=&idx=appsIndex&p=0&hFR%5Bproducts%5D%5B0%5D=sell&product=sell - that will allow you to automatically clone Deals with all their data. This will be perfect for covering the recurring revenue model.
I hope this helps. Take care!
Grzegorz Pogwizd
Technical Support Engineer | Zendesk Sell
Do you need more information? - Our Help Center has it all at https://support.zendesk.com/hc/en-us/categories/360002582434-Sell
Do you prefer a live conversation? - Call us at +1 888-670-4887 press 1, Mo-Fr, 8am-5pm, Pacific Time
Want to talk to other Sell users? - check out our Community at https://support.zendesk.com/hc/en-us/community/topics/360001380554-Sell-Q-Ab
Can we use this to build a quote?
Hi Josh,
Thanks for this question, I'm happy to advise. Please take note of our native integration with PandaDoc, that allows you to create quotes using Deal data from Sell, including Products attached to a Deal from the Product Catalog.
Take a look at this support article here - https://support.pandadoc.com/hc/en-us/articles/360007816354-Zendesk-Sell - and let us know in case of any further questions or concerns.
Thanks and best regards!
Grzegorz Pogwizd
Technical Support Engineer | Zendesk Sell
Do you need more information? - Our Help Center has it all at https://support.zendesk.com/hc/en-us/categories/360002582434-Sell
Do you prefer a live conversation? - Call us at +1 888-670-4887 press 1, Mo-Fr, 8am-5pm, Pacific Time
Want to talk to other Sell users? - check out our Community at https://support.zendesk.com/hc/en-us/community/topics/360001380554-Sell-Q-Ab
Hi @Grzegorz
The PandaDoc integration for Zendesk Sell does not work with PandaDoc Editor V2.
Any plans to make the integration work with the new editor?
Hi Carl,
Thanks for your comment and that is, unfortunately, correct, however, the team at PandaDoc is planning to build a revamped integration with Zendesk Sell that will support the Editor V2.
We don't have any solid commitments yet in terms of a possible timeline for that and taking into account the issues that the PandaDoc team is currently facing in Belarus, I wouldn't expect this to happen soon.
If possible, please support our friends at PandaDoc in any way you can. More information on their current situation can be found here - https://savebelarusit.org/en/
Thanks for your understanding and best regards!
Grzegorz Pogwizd
Technical Support Engineer | Zendesk Sell
Do you need more information? - Our Help Center has it all at https://support.zendesk.com/hc/en-us/categories/360002582434-Sell
Do you prefer a live conversation? - Call us at +1 888-670-4887 press 1, Mo-Fr, 8am-5pm, Pacific Time
Want to talk to other Sell users? - check out our Community at https://support.zendesk.com/hc/en-us/community/topics/360001380554-Sell-Q-Ab
I wish you guys made Products available in the Fields Rule so I can force the team to input it.
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