Products & pricing
Set up products, price books, and discount rules
Build a product catalog with cost and tax, create scoped price books with effective dates and quantity tiers, and set the discount threshold that decides when a quote needs approval.
Updated June 2026
Good quotes start with good pricing. KudosCRM separates what you sell (the product catalog) from how it's priced (price books), so the same product can carry different prices for different customers — and the quote builder always resolves the right number.
This guide sets up the catalog, builds a scoped price book with effective dates and quantity tiers, and configures the discount threshold that routes over-discounted quotes for approval.
Who this is for
Admins and sales-ops who own pricing, and anyone configuring the catalog the quote builder reads from.
Before you start
- A KudosCRM account with permission to manage products and pricing.
- Your product or service list, with prices and (ideally) cost basis.
- Your pricing policy — any tier, territory, or partner pricing, and your max discount before sign-off.
How the pricing engine resolves a price
When a product hits a quote, KudosCRM picks the most specific active price book — partner over territory over customer tier — then the best matching quantity tier within it, then falls back to the product's list price. The resolution is deterministic, so the same inputs always produce the same price.
Set up your pricing, step by step
Add your products
Create each product with a SKU, name, list price, cost basis, margin, tax rate, billing cadence (one-time, monthly, yearly, usage), status, and tags. Cost-next-to-price means margin is visible on every quote line.
Create a price book
Add a named price book — your tenant default, or one scoped to a customer tier, territory, or partner. Each book holds its own prices for the products you put in it.
Set effective dates and priority
Give a price book a from/to window so a price change or promo turns on and off on schedule, and set its priority so the engine knows which book wins when more than one could apply.
Add quantity tiers
On a price-book entry, add volume breaks with a minimum quantity, so larger quantities automatically get the right per-unit price on the quote — no manual math.
Set your discount threshold
Choose the maximum total discount (line plus order) a rep can apply before a quote needs manager approval. The default is 20%; set it to match your policy.
Test it on a quote
Build a test quote and add a product. Confirm the resolved price matches the price book and tier you expect, and that crossing your discount threshold triggers the approval gate.
What you get
- A single catalog with cost and margin visible on every product and quote line.
- Scoped, effective-dated price books that give the right customer the right price automatically.
- Quantity-tier pricing applied without manual calculation.
- A discount threshold that protects margin by routing big discounts for approval.
Related articles
Build a quote & send it
Use the catalog and price books you just set up to build a quote.
Read articleQuote approvals & versioning
What the discount threshold triggers, and how approvals are tracked.
Read articleProducts & pricing (feature)
The configure-and-price engine behind your quotes, on the feature page.
Read articleProposals & Quoting overview
The full journey stage — catalog to quote to signature to order.
Read articleProposals & Quoting is the fourth stop in the KudosCRM journey — turning a won deal into a priced quote, an approval, an online signature, and an order, all on one record. See the full picture on the Proposals & Quoting platform overview.
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