What is it?

Description

Price Books are now available, giving RevOps teams a centralized way to define, manage, and apply product pricing across deals and quotes.

This first release focuses on enabling structured pricing setup and basic end-to-end usage within deals and quotes.

 

Why does it matter?

As pricing grows more complex across segments, geographies, and deal types, managing it manually can lead to inconsistencies and errors.

Price Books help standardize pricing, reduce manual effort for sellers, and ensure deals and quotes reflect the correct prices—improving speed and accuracy across your sales process.

 

How does it work?

Watch this video for a walkthrough.

 

In your HubSpot account:

1. In the left sidebar menu, navigate to Commerce > Products
2. In the top right, click Manage price books
3. On the price books index page, click Create price book
4. In the creation form, enter a name, description, and currency, then click Create
5. On the price book details page, click + Add products
6. Select the products you want to include, then click Add
7. Update pricing details as needed, including unit price, billing frequency, and term
8. When you're ready, click Activate to make the price book available for use

Once activated:

• Sellers can select an active price book from the deal line item editor
• Only products included in the selected price book are available to add as line items
• Line item pricing is sourced from the selected price book
• Quotes generated from the deal use the same price book pricing
• Sellers can change the selected price book on a deal, or choose line items directly from the product library, depending on their workflow

 

Click here for the Knowledge Base.

 

Who gets it?

Commerce Hub Professional, Commerce Hub Enterprise