Using the Product Catalog to define products and services in Sell (Enterprise and Elite)

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12 Comments

  • Justin Hall

    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!

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  • Sophie McMonagle

    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

     
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  • Andrew Guo

    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.

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  • Sophie McMonagle

    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.

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  • David Gatlin

    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.

    2
  • Serene Gao

    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
    Visit Our Help Center
    Call us at 1 (888) 670-4887, Mo-Fr, 8am-5pm, Pacific Time

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  • Haavard Myklebust

    Hi

    Are there any plans to support subscription products? Like software-as-a-service?

    1
  • Grzegorz Pogwizd

    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

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  • Josh

    Can we use this to build a quote?

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  • Grzegorz Pogwizd

    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

    0
  • Carl Thaisen

    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?

    0
  • Grzegorz Pogwizd

    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

    0

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