Start with the pricing building blocks
The product catalogue describes what you sell. A price list sets selling prices in a currency, possibly with dates or quantity thresholds. A customer agreement links the account to the right list and any agreed discounts or overrides.
Keeping these layers separate makes it easier to update a product description without accidentally changing an agreed selling price. It also makes the source of a quotation price easier to explain.
An example of an agreed price
Suppose the list price of a product is £1,000 and the customer has a 10% discount. The resulting price is £900 before tax. A product-specific fixed price can instead record an exact agreement, such as £875 for that item.
A percentage discount, a fixed amount reduction and a fixed selling price are different rules. Name the agreement clearly and preview the resulting quotation rather than treating those values as interchangeable.
Review changes before applying them
- Confirm the customer’s list, currency and agreed rules.
- Check quantity and effective-date conditions.
- Preview the impact of a broad price increase.
- Review which customers need a price-change letter.
A customer with a fixed product price may be affected differently from a customer receiving a percentage off a shared list.
In the current workspace
Pro and Enterprise include customer-specific pricing, bulk increase previews and customer letters. Catalogue and shared-list features are also available on Starter within its limits.
Explore the productAtlas feature scope reviewed 17 October 2026. Plan availability and connection setup apply.