Set up products, volume pricing, and bundles so you can quote deals quickly and keep revenue consistent.
7 min read
Overview
In OneBob you build a product catalog under Products, where each product is either one-time or usage-based, can be grouped into categories, and can be toggled active or inactive.
Create one-time and usage-based products.
Add pricing tiers for volume discounts.
Build bundles that combine products and budgeted role hours.
Model seasonal ARR and split invoicing with payment milestones.
Estimated time: 9 minutes.
Before You Begin
You need a plan that includes products (Starter and up).
Decide whether each item is one-time or usage-based.
Plan your volume pricing tiers and quantity breakpoints.
Set up resource roles if you will use bundles.
1
Create a product
Start your catalog by adding the products and services you sell.
1Open Products and add a product.
2Choose one-time or usage-based.
3Set the price for the product.
4Assign a category to keep the catalog organized.
2
Add volume pricing tiers
Reward larger orders automatically with tiered per-unit pricing.
1Open the product and add pricing tiers.
2Define the quantity breakpoints for each tier.
3Set the per-unit price for each tier.
4Larger orders now price themselves without manual discounts.
3
Build bundles and packages
Combine your most common offers into reusable bundles (also called packages) for faster quoting.
1Create a bundle from the catalog.
2Add several products to the package.
3Include budgeted role hours where needed.
4Reuse the bundle to compose a deal in seconds.
4
Set seasonal patterns and milestones
Model recurring revenue and staged billing so cash flow matches your contracts.
1Use seasonal ARR templates for recurring revenue.
2Apply a seasonal pattern to the right products.
3Define payment milestones for staged billing.
4Split invoicing across the milestones you set.
5
Add products to a deal
Turn your catalog into deal value by attaching products to an opportunity.
1Open a deal and attach products as line items.
2Itemize the deal value across each product.
3Watch the deal total update automatically.
4Products can sync to Lexware or SevDesk.
Tips & Best Practices
Keep product names consistent so accounting sync stays clean.
Use pricing tiers instead of manual discounts.
Bundles speed up quoting for repeat offers.
Seasonal patterns model annual recurring revenue.
Check the line-item total before sending a quote.
Need Help?
If you get stuck setting up your catalog, reach out through our contact page and our team will help you.
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