Product Properties let you attach standardized data fields to products in the Product Library and display them consistently in pricing tables. They are designed for reusable, structured information that applies across multiple deals.
What Product Properties are
Product Properties are predefined fields that belong to products, not to individual deals or pricing tables.
They are used to:
Standardize recurring product information
Ensure consistency across proposals
Display structured data in pricing tables
Support summaries for numeric values
Product Properties are managed centrally and reused wherever the product appears.
Where Product Properties live
Product Properties are created and managed in the Product Library.
Once created, they become available:
On all products in the Product Library
As selectable columns in pricing tables
This separation ensures that product data stays consistent across documents.
Property types
Product Properties support two data types:
Text for descriptive or categorical values such as plan tier, billing cycle, or license type
Number for measurable values such as seats, usage limits, hours, or credits
The property type determines how the value can be displayed and summarized.
Assigning values to products
Each product can have its own value for every Product Property.
Property values are edited directly on the product in the Product Library and saved with the product.
These values are then automatically pulled into pricing tables when the product is added.
Displaying Product Properties in pricing tables
Product Properties can be shown as columns in pricing tables.
When added to a table, the column automatically displays the property value for each product row based on the Product Library data.
The values are read-only in the pricing table and cannot be edited per deal.
Using Product Properties in summaries
Number-type Product Properties can be included in pricing summaries.
When enabled, the table automatically aggregates the numeric values across products and displays the total in the group or pricing summary.
This is commonly used for totals such as total seats, total users, or total included hours.
Product Properties and pricing behavior
Product Properties do not affect pricing calculations.
They:
Do not change price, discounts, or taxes
Do not modify totals or amounts
Only display and summarize data values
Pricing logic remains fully controlled by pricing table settings.
Recipient experience
Recipients can view Product Properties when they are displayed in pricing tables.
They cannot edit property values or change summary behavior.
All Product Property configuration is editor-only.
Best practices
Use Product Properties for data that should stay consistent across deals.
Use text properties for descriptive product attributes.
Use number properties for metrics that benefit from aggregation.
Avoid using Product Properties for one-off or deal-specific information.