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Product catalog overview

The catalog is the contract between your pricing strategy and your sales team: it defines what can be sold, at what structure, to whom, and with which guardrails. Reps quote from the catalog; admins shape it.

Building blocks​

ConceptWhat it does
ProductA sellable item with a pricing model, billing frequency, and pricing structure
CategoryGroups products for browsing and selection in the quote flow
PricebookA set of list prices — segment-, region-, or channel-specific — with multi-currency support
FeatureA capability attached to a product, customizable per deal where allowed
BundleA packaged group of products sold together — see Bundles & custom products
TagsFree-form metadata used for filtering, approval rules, and CRM mapping

Product types​

Dealops products come in a few shapes, covered in their own guides:

  • SKU-based products — fixed sellable units with a defined price structure. The workhorse.
  • Attribute-based products — one product, many configurations; the rep selects attribute values (region, edition, tier) and pricing resolves from the selection.
  • Bundles & custom products — packaged offerings, multi-component pricing, and ad-hoc line items.

Selling rules​

Catalog configuration controls how products behave in the quote flow:

  • Visibility — limit products to specific pricebooks, deal types (e.g., renewal-only SKUs), or admin users.
  • Auto-selection — attach products automatically when deal terms call for them (select a deployment type, get its required add-ons).
  • Editability — lock quote prices on lines that aren't negotiable; set price floors on lines that are.
  • Renewal behavior — per product: carry forward, substitute to a successor SKU, or drop at renewal. See Renewals.
  • Minimum participation — whether the product counts toward minimum commitments.

Where the catalog comes from​

  • Managed in Dealops — admins define products, categories, pricebooks, and pricing directly.
  • Synced from billing — for usage-based businesses on Metronome, Dealops imports products and rate cards so quotes are built against the same catalog that bills the customer. See Billing with Metronome.

The catalog is versioned: when it changes, in-flight quotes keep the version they were built on, so a mid-quarter repricing never silently rewrites an open deal. New quotes pick up the latest version.

Catalog and governance​

Catalog structure feeds directly into approval workflows: rules can key off specific products, categories, tags, volumes, and discount levels — which is why a well-organized catalog is the foundation of low-friction governance.