HubSpot Product Library and Price List Setup
One price list in HubSpot, with SKUs, prices in each currency and billing types that every quote draws from.
- phaseImplementation
- engagementProject
- productRevenue Hub
The problem this solves
Two reps price the same service at two different amounts. They type products in by hand on every deal, and the same item has several names in the system, so a sales-by-product report is impossible.
How I work
I start from your price list: what you sell once and what by subscription, where the price tiers are and which currencies you quote in. From that, I write the rules for names, SKUs and billing types.
In HubSpot, I build a product library with a price, currency and billing frequency on every item. I agree with the sales manager which discounts a rep can give on their own and which need approval. Line items on quotes, invoices and subscriptions come from one list, so finance sees which product every amount comes from. I leave instructions for adding and changing products and train the person who will own the price list.
What you get
- A product library with SKU, price and billing type
- Prices in every currency you sell in
- Written discount rules
- Consistent line item names on quotes and invoices
- A sales-by-product report
- Instructions for adding and changing products
What usually goes with this service 3
HubSpot Revenue Hub and Payments Setup
Stripe, currencies, tax rates and deal associations that your quotes, invoices and subscriptions build on.
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HubSpot Quotes and Discount Approvals
Reps build quotes from the deal and price list, larger discounts go for approval, and customers sign and pay right away.
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HubSpot Subscriptions and Recurring Payments
Every subscription in HubSpot has a plan, amount and renewal date, and the account manager gets a task before renewal.
Learn moreLet’s check whether this service fits your situation
After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.