Product Detail

Product types, fields, and the detail page layout with all sections.

Product types

Salesbuildr supports several product types to match how IT services are sold:

• One-time — Hardware, licenses, or any single-purchase item

• Recurring — Monthly or annual subscriptions and managed services

• Labor — Time-based billing for project work or hourly services

• Bundle — A group of products sold together as a package (see Bundles section below)

Each product type has its own pricing rules, margin calculations, and how it appears on quotes.

The product detail page

Click any product to open the full detail view. Click Edit to open the product editor — a dialog with tabs across the top for each section.

Product detail page Feb 24, 2026

General Info

The General Info section contains core product details:

• Listed — Toggle whether the product is visible in the catalog

• Logo — Upload a product image shown on cards and search results

• Name and Short Description — How the product appears in the catalog and on quotes

• Long Description — Extended product details shown on proposals

• Internal Product ID — Your own reference number for internal tracking

• MPN (Manufacturer Part Number) — For matching with distributor feeds

• Manufacturer — Select or create the manufacturer company

• Invoice Description and Quote Description — Separate descriptions for invoicing vs. proposals

• Keywords — Search terms to help sales reps find the product quickly

General Info fields Feb 24, 2026

Pricing

The Pricing section controls how costs and sell prices are calculated:

• Can be sold — Toggle whether this product is available for sale

• Cost Price — Your purchase price (can be updated from distributor feeds)

• Sell Price — What the customer pays

• RRP (MSRP) — Recommended retail price from the manufacturer

• Markup/Margin — Automatically calculated from cost and sell price

• RRP Discount — Discount percentage from the recommended retail price

• Term — Billing term (e.g., one-time, monthly, annually)

• Setup Price / Setup Cost — One-time setup fees separate from the recurring price

• Is Serialized — Whether units require serial number tracking

• Is eligible for RMA — Whether the product can be returned

• Eligible for leasing / Show in leasing table — Leasing options (when leasing feature is enabled)

• Product Distributors — Select preferred distributor for pricing and procurement

• Currency prices — Fixed exchange rate overrides for multi-currency

• Does not require procurement — Skip the procurement step for this product

Pricing section Feb 24, 2026

Add-ons

Add-ons are optional products attached to a main product. When a sales rep adds the main product to a quote, they're prompted to consider relevant add-ons — increasing deal value without extra effort.

You configure add-ons at the product level or at the category level. Category-level add-ons apply to all products in that category.

Add-ons section Feb 24, 2026

Social

The Social section stores marketing and sales enablement links for the product:

• Website — Product page on the vendor's site

• Book a demo link

• Free trial link

• Promo Code — Rich text promotional content displayed on the product page

• apiDoc — Link to API documentation

These links appear on the product detail view and can help sales reps share resources with customers.

Social section Feb 24, 2026

Data Points & Specifications

Custom data points and product specifications provide structured product information:

• Data Points — Configurable per-product fields for tracking any attribute

• Specifications — Structured table (section, title, value) auto-populated from distributor data or entered manually

Data points and specifications Feb 24, 2026

Categories

Products are organized into categories. Categories appear as filters in the product picker when building quotes, making it faster for sales reps to find what they need.

Each product can belong to multiple categories, with one marked as the primary category.

Categories section Feb 24, 2026

Media

Upload media assets for the product:

• Banner — Displayed on the product detail page (ideal size 1380×430 pixels)

• Meta Image — Used when sharing the product link (scaled to 1200×630 pixels)

• Brochure (PDF) — Downloadable sales collateral

• Video — Product demos or training content (upload or embed, H.264 recommended)

• White Paper (PDF) — In-depth technical or sales documents

• E-Book (PDF) — Longer-form downloadable content

• Case Study (PDF) — Customer success stories

• Screenshots — Up to 3 product screenshots for the detail page gallery

Media section Feb 24, 2026

Admin

The Admin section contains administrative settings:

• Do not import pricing and availability — Prevent distributor feed updates for this product

• Enable company visibility whitelist — Restrict which companies can see the product

• Stock alert threshold — Get notified when internal stock drops below a level

• Hide logo on quotes / Hide 'More products like this' — Control quote appearance

• Logs — View change history for the product

• Reporting — Access product-level reporting data

• Labels — Assign colored labels to organize and filter products

Admin section Feb 24, 2026

Bundles

Set the product type to Bundle on the General Info tab to create a bundle product. Once saved, the bundle management section appears where you add products, set quantities, and configure pricing.

See Bundling for a complete guide to building and managing bundles.

Dynamic pricing

Dynamic pricing automatically derives product prices from distributor feeds using your markup rules. See Dynamic Pricing for setup and configuration.

Product comparison

Compare up to 3 products side-by-side within the same category. Product comparison is available from the category browse page.

The comparison view shows:

• Product cards for each selected product

• Vendor information and verification status

• Category features — checkmarks for each feature the product supports (defined per category)

• Custom data points — both vendor-level and product-level custom fields

• Specifications — structured spec data grouped by section (e.g., processor, memory, storage)

To add a fourth product, you must replace one of the existing three.

Product comparison page with 3 products Feb 24, 2026

Bulk product management

Select multiple products from the product list and click Bulk Edit to update shared fields across all selected products at once.

Available bulk fields

Always available:

Conditional fields (based on subscription and PSA):

Bulk Update dialog showing General Info and Add-ons tabs with Listed toggle, Manufacturer field, and Replace categories section with category tree Feb 24, 2026

The walkthrough below shows the full bulk edit workflow — selecting products, opening the dialog, and switching between the General Info and Add-ons tabs:

Bulk edit workflow — select products, open dialog, switch tabs

Removing and deleting products

Salesbuildr uses an unlist approach rather than hard-deleting products. This is intentional: any product that has ever appeared in a quote or contract must remain traceable so the historical record of those documents stays accurate.

• Never used — Products that have never been added to a quote or contract show a delete (trash) icon in the Actions column of the Not Listed view. These can be permanently deleted.

  

• Previously used — Products used in at least one quote or contract do not show the delete icon, because removing them would break the historical record of those documents. Unlist them instead.

• Deleted in your PSA — Removing a product in your CRM/PSA (e.g. Autotask) does not automatically remove it from Salesbuildr. If you no longer need it, unlist or delete it manually in Salesbuildr.

Notes

Internal notes can be attached to product records. Use them to capture sourcing notes, special pricing context, supplier agreements, or team knowledge about a product.

Navigate to a product detail page and find the Notes section to view or add notes. Notes are internal and not visible to customers.

See also

• Categories — Products

• Products — Products

• Comparison — Products

• Onboarding Videos — Getting Started

• Pax8 — Integrations