Pipedrive Products is a catalogue of the services or goods attached to sales deals. It helps a team describe what it is selling consistently. Begin with a few clearly defined offers, then check how those items affect an actual deal before building a large catalogue.
Table of Contents
Agree what each service includes
Illustrative example: a consultancy sells a discovery workshop, a delivery package and an optional monthly support service. Give each offer a plain name and scope. Record what is included, what requires another agreement and which colleague owns the description. An item called Consulting tells the next person very little about the promised work.
Decide the unit before choosing a price: one workshop, one package or one month of support. Treat these as commercial definitions, not interchangeable numbers. Keep the catalogue small enough that a seller can choose the right item without guessing. If two services sound identical but include different deliverables, fix that ambiguity first.
Enable the feature with the right access
A global admin enables Products under Tools and apps. Regular users’ ability to change products depends on permission sets; visibility groups affect access to other users’ products. Open Products and add an item with its name and details. Catalogue setup.
Ask the person responsible for pricing to own the initial catalogue review. A colleague who can sell a service may not be the person authorised to change its standard price or description. Check the actual account permissions and agree who approves a new variation. This avoids turning every deal-specific exception into a new standard offer.
Attach the catalogue item to a sample deal
From a deal’s detail view, use + Products to attach items. You can also select catalogue items and attach them to a deal. A price customised while linking applies to that deal rather than becoming a catalogue price entry. Linking products and deal-specific prices.
For the consultancy, an introductory discount should be described as an exception with an agreed reason. Inspect the next sample deal to confirm it still uses the intended standard offer. Do not use a different catalogue item merely to hide a discount. Keep relevant qualification details in our Pipedrive custom fields workflow instead of cramming them into a product name.
Check currency and tax treatment separately
The catalogue supports one price entry per currency. Pipedrive uses the price matching the deal’s currency when linking a product. Changing a user’s default tax method affects future additions, not products already linked to deals. Imported catalogue products are not automatically attached to deals. Prices, tax defaults and imports.
Pipedrive offers tax-inclusive, tax-exclusive and no-tax settings; tax values are entered manually in product details or the deal’s product window. Tax options.
Check the sample against your approved pricing document: unit, quantity, currency, discount and tax treatment should each be deliberate. Software options do not establish which tax treatment your business should apply. Resolve that separately with the person maintaining your accounts, then inspect the deal total and any resulting customer document for consistency.
Separate subscriptions from staged payments
Recurring products and installments require Growth or higher. Recurring products model subscription revenue; installments split a one-time amount over time. Create the catalogue product first, then choose the billing setup in the deal. These features predict revenue rather than demonstrating that a customer has paid. Recurring products and installments.
The consultancy’s monthly support could need a recurring model; a workshop paid in two parts is a different arrangement. Write down the commercial agreement before choosing the controls. Do not treat an expected close date, billing start date and cash receipt date as the same event. Our Pipedrive activities guide covers the follow-up work needed to progress the deal.
Keep cancellations and catalogue changes explicit
For a recurring product that renews until cancelled, Pipedrive describes changing to a fixed number of billed cycles to preserve earlier revenue. Deactivating the linked product removes its recurring calculated values from the deal and product report. Cancellation and deactivation behaviour.
Document the intended outcome before changing a live record. Have the pricing owner inspect the sample deal, attached items and any revenue view together. Keep old service definitions understandable to anyone reviewing a previous agreement. Roll out the catalogue only after a colleague can explain both the customer promise and the recorded numbers without relying on the original seller.
Sources reviewed 14 October 2026 against official vendor documentation. Examples and suggested rehearsal checks are illustrative, not reported product tests.
