The catalog is where you define the terms, quote templates, and plans that appear on your quotes and subscriptions. Setting this up before quoting saves time and keeps your output consistent.
Add terms and conditions
The terms library stores reusable legal terms and conditions that can be added to any quote or subscription. Storing your standard contract language here means you do not have to re-enter it each time you create a quote.
To add a term, go to Catalog > Terms and click + Add term. Enter a name and your desired content, format using rich text as needed, and save.
Once saved, terms can be added to a quote by clicking + Add block anywhere in the quote body and selecting Terms and conditions. You can also embed terms in a quote template so they appear by default on every quote that uses that template.
Create a quote template
Quote templates define the layout and structure of your customer-facing quote document, including text blocks, images, tables, terms and conditions, and attached PDFs. Every plan requires a quote template.
To create a quote template, go to Catalog > Quote templates and click Add quote template. Use + Add block to add content, and click Publish when done.
Tip: Set a default quote template so it applies automatically to any new custom quote. Click the ... menu on any published template and select Set as default.
For the full reference on quote templates, see our article on quote templates.
Set up plans
Plans are pre-configured groups of products your team commonly sells together, along with default pricing and billing settings. Using a plan at the start of a quote gives you a consistent starting point without manually rebuilding the same line items each time.
To create a plan, go to Catalog > Plans and click + Add plan. Add a plan name, select a quote template, and add your products. You can create products directly here by typing a new product name and selecting + Create [product name] to add it on the fly. For usage-based products, you can also create billable metrics directly in the pricing tab.
Tip: If you need to add SKU numbers to your products, or want to build out your full product library before setting up plans, go to Catalog > Products first. Products created there will be available to select when setting up your plan.
When done, click Publish.
Product types on plans
When adding products to a plan, you can assign a product type, which controls how the product appears on quotes and invoices:
Standard: Visible to customers on the quote and invoice. Use for core products and services.
Non-displayed charge: Included in billing totals but hidden from the customer-facing quote. Use for backend fees or conditional charges.
Optional add-on: Excluded from the quote pricing table and not invoiced by default. Use for services that only apply to certain customers and are manually added to quotes as needed.
Product pricing on plans
For each product, go to the Pricing tab and select a pricing type. The pricing types available in plans map to the pricing types you will see when configuring pricing on a quote:
Flat fee: A fixed price per billing period, regardless of quantity.
Corresponds to Flat fee pricing on a quote.
Toggle on Display as included to show the item as "Included" on the customer-facing quote rather than displaying the price, without changing what is actually charged.
Unit pricing: A per-unit rate configured using a rate card. Corresponds to License, Usage, or Committed usage pricing on a quote, depending on the toggles you enable:
Usage-based off: Price per unit where quantity is known in advance. Corresponds to License pricing on a quote.
Usage-based on: Price per unit based on customer usage measured by a selected metric. Corresponds to Usage pricing on a quote.
Usage-based on + Include pre-committed quantity: Usage-based pricing with a minimum quantity charged in advance. Corresponds to Committed usage pricing on a quote.
Unit pricing supports tiered pricing via + Tier. When tiers are added, set Tier logic to Volume (rate determined by the final tier reached) or Graduated (tiers progressively applied based on quantity). Also supports Display as included.
Transaction percentage: A percentage of a transaction, total spend, or other monetary value, rather than a fixed dollar amount per unit.
Corresponds to Percentage pricing on a quote.
Toggle on Include prepurchase to add a pre-purchased tier alongside usage-based tiers. Supports the same Tier logic and Display as included options as unit pricing.
For a full reference on pricing types, see our article on pricing types.
Tip: You can create a plan directly from a custom quote. On any draft quote, click the ... menu in the top right and select Create plan. This is a useful shortcut if you have already configured a quote and want to reuse that setup for future deals.
For the full reference on plans, see create and edit plans and create product types in plans.