Products / Catalog, pricing and scope
Organize product and service names, descriptions, prices and commercial details in a catalog connected to quoting.
PRODUCT VIEW
A clear quote starts with understanding the product before presenting it to a customer. The Hubz catalog keeps product and service names, descriptions, categories and commercial information in organized records. Instead of rewriting the scope for every quote or searching for the current price list, the team can work from a common catalog.
DETAILED FEATURE GUIDES
FROM NEED TO OUTCOME
Different representatives may describe or price the same service differently. Scope copied from an old file can create a gap between the promise made to a customer and the work the team is expected to deliver.
Organize the product and service information behind your sales, so everyone prepares quotes from the same product information.
STEP BY STEP
Arrange the product or service name, code, category and description. Make what you offer understandable and reusable across the team.
Manage price, currency, tax and unit information with the record. Use delivery time and notes where appropriate to explain scope.
Bring catalog products into the related quote preparation. Keep the sales discussion, customer record and offered scope visibly connected.
INSIDE THE MODULE
Keep physical products and services in a common catalog. Names, codes, categories and descriptions help everyone recognize the same record.
Manage price, currency and tax information in the product context. See which record informed the amount offered to a customer.
Edit product names, descriptions and relevant text in supported language fields. Shared commercial fields such as code, price, stock and tax remain common.
Use delivery time, unit and notes for suitable products. Make the scope a short product name cannot express clear during quote preparation.
Review related products within the existing catalog structure. Clarify selectable scope and any pricing or setup conditions when preparing a quote.
IN EVERYDAY WORK
Keep each service scope as a separate catalog record so the offered components can be explained clearly.
Use catalog records as the common source for quoting rather than collecting information from different files.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
The product and service catalog is included in Professional and Business. Essential includes basic customer and opportunity tracking without catalog management.
YOUR QUESTIONS
No. Products and services can both be organized as catalog records. Service descriptions, delivery time, units and notes help explain the work being offered.
The catalog includes supported localized text fields. Shared fields such as code, price, stock and tax stay common: translated text and commercial data serve different purposes.
No. A product record organizes commercial information. Presenting a quote, processing a contract, activating a service and collecting payment each follow their separate processes.
MODULES THAT WORK TOGETHER
Track potential work, the customer relationship and its sales stage in the same view.
Record the products and services offered to a customer in quotes, and organize contract drafts, revisions and archives together.
Identify gaps in CRM records and manage migration and data organization around the workspace’s actual needs.