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Price Lists

When and how to use product/service price list, add to opportunities with or without price and discounts, using multiple currencies

Updated over a week ago

🔖 When would I use Price Lists?

Price lists are date based so you can add, for example, this year’s list prices for your products & services.

Price Lists can support multiple currencies — just add the price for the product in each of the enabled currencies ⤵

💡 When your users add products to their Opportunities, they can add them with or without the price list pricing. When using the Price List, users can then discount or add to the pricing and this will display with an upwards or downwards arrow next to the pricing ⤵

📊 Using Price Lists then allows you to report on the differential between your list prices and the prices offered by your users! ⤵

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