The Product Library is where you manage standardized products and services that can be reused across pricing tables. It helps ensure consistent naming, pricing, and descriptions across proposals and contracts.
What the Product Library is
The Product Library is a centralized catalog of products for your organization.
Products stored in the library:
Have predefined names, prices, and descriptions
Can include optional SKUs for internal tracking or integrations
Can be reused across multiple documents and templates
The Product Library is designed for consistency, not deal-specific customization.
Who can manage products
Only users with admin permissions can create or edit products in the Product Library.
All users with access to the Editor can insert products from the library into pricing tables.
Creating products in the Product Library
Each product in the library represents a reusable item or service.
Products typically include:
A product name shown in pricing tables
An optional SKU
A description visible to recipients
A base price and currency
Once saved, the product becomes available across the account.
Using Product Library items in pricing tables
Products from the Product Library can be inserted into pricing tables.
When added:
The product name, price, and description are pre-filled
The product behaves like a standard product row
Quantities, descriptions, and totals can still be adjusted per document
This allows flexibility without changing the original product definition.
Editing existing products
Product details are edited directly in the Product Library.
Changes to a product:
Do not update automatically in existing documents
Apply only when the product is added again to a pricing table
This prevents unintended changes to sent or signed documents.
Product Library and templates
Products can be pre-inserted into templates using pricing tables.
This is useful for:
Frequently sold packages
Standard subscriptions
Common add-ons
Templates ensure consistent use of Product Library items across teams.
Product Library vs pricing tables
The Product Library stores product definitions.
Pricing tables control:
How products are displayed
Quantities and optional behavior
Discounts, taxes, and summaries
The two systems work together but serve different purposes.
Recipient experience
Recipients can view product names, descriptions, and prices pulled from the Product Library.
They cannot edit Product Library data.
Best practices
Keep product names clear and consistent.
Use SKUs for internal tracking or CRM mapping.
Update Product Library items deliberately to avoid inconsistencies across documents.
Use templates to standardize commonly sold product combinations.