Note: Product catalog is available for “Enterprise” plan only.

Teamgate allows creating products or services catalog and adding them to a deal card.

1. How to create a product?

1.1. Open Product module;

1.2. Click New;

1.3. Fill all the necessary fields:

Name- mandatory field;

Code;

Description;

Unit cost- prime cost;

Unit price- selling price;

Add custom fields- you may also create a custom field while creating a product.

Mark product as active or inactive. If the product will be marked as inactive- you won’t be able to add it to the deal.

If you want to create more than one product or service- click … on the bottom right corner and select “Save and create a new product” or “Save and clone product”.

2. How to add the product to the deal card?

2.1. Open deals module;

2.2. Open deal card;

2.3. Click + in the products section;

2.4. Start typing product name or code in the designated field. Search starts showing results after entering 3 symbols;

2.5. You may adjust the selling price by adding a discount or markup, or by changing the selling price;

2.6. If you wish the total value of products to be the deal value- click … on the bottom right corner and click “Save and set Deal Value”.

3. How to remove the product from the deal?

3.1. Open deal card;

3.2. Click “Edit” button and click X to remove the product: