Adding Products to Quotes and Invoices
Paycove uses features such as single-charge products and subscriptions to create detailed line item invoices. When you create a deal using line items in your CRM, Paycove syncs those line items and their information to be used in quotes and invoices. If you do not have an available products feature, you can create products directly in Paycove. The process for creating and editing products linked to your CRM varies by integration.
Enabling CRM Products
HubSpot and Pipedrive users have the option to either use their CRM products or use Paycove's products feature. Enable or disable CRM products from CRM Settings.
Using Pipedrive Products
Step 1: Open your CRM Settings in Paycove and make sure Pipedrive products are enabled.
Step 2: To add a new product from scratch, click on the Products tab in your Pipedrive navigation toolbar to open your Pipedrive products library. Then, click the green “+ Product” button in the top left corner to add a new product.
From here you can add product data for the various product fields such as:
- unit price,
- cost per unit,
- and direct cost.
You can read more about using Pipedrive Products from the Pipedrive Support Center.
Step 3: Add new and existing line items to your deals in Pipedrive, and they will automatically transfer over to the corresponding Paycove quotes and invoices. Once you include the product on your deal in Pipedrive, many of these fields can be used on your Paycove quotes and invoices (including custom product fields). Choose which fields you’d like to display as columns in your products table from your Paycove template editor.
Step 4: Importing and managing your Pipedrive products inside of Paycove can be done from the Products section.
Here you can set product level tax rates, add product tax codes and link products to Stripe subscriptions. If you want to make other changes to your products you will have to edit them in Pipedrive, then re-sync Paycove with the latest changes using the “Import Pipedrive products” button.
Using HubSpot Products
If you are apart of the Sales Hub Professional Plan or the Enterprise Plan in HubSpot, you’ll be able to take advantage of HubSpot Products.
Step 1: Open your CRM Settings in Paycove and make sure HubSpot products are enabled.
Step 2: To create a new product, open your HubSpot Settings and scroll down to expand the Sales section. Under Sales, click Products and Quotes.
From here you can create a new product or search through products you’ve already created. You can read more about HubSpot Products through HubSpot’s Help & Support
Step 3: Add products to any deal in Hubspot and they will automatically appear on corresponding quotes and invoices in Paycove.
Step 4: In your Products section in Paycove you can view the list of Products imported from HubSpot. Products will be added to this section once you use them on a deal and create a quote/invoice. Click "Import HubSpot Products" in the top right corner if you aren’t seeing a product you’ve created.
From this page, you can set product level tax rates, add product tax codes and link products to Stripe subscriptions. If you want to make other changes to your products you will have to edit them in HubSpot, then re-sync Paycove with the latest changes using the “Import HubSpot products” button.
Using Paycove Products (CRM Products Disabled)
HubSpot users who do not have access to HubSpot products have the option to use Paycove to build products and subscriptions using the following steps:
Step 1: Go to CRM Settings and make sure HubSpot products are disabled.
Step 2: In Products you will see the option to create a new product either with or without a subscription. Name your product, write a description, add any taxes and a price.
Step 3: Open an invoice in Paycove, and add new products to your quotes/invoices.
You can make any edits to these products from either the Products section or your quote and invoice view.
For additional questions regarding the use products, check out our other support articles or contact us at firstname.lastname@example.org