> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# CPQ & Products

> Let partners build accurate quotes from your CRM product catalog, with governed pricing, discounts, and approval - all synced to HubSpot.

> CPQ in Introw lets partners build quotes from your real CRM product catalog, with pricing and discounts you control. Quotes and line items are native HubSpot objects, so everything reconciles back to your CRM automatically.

## What this area does

Your product catalog syncs from your CRM into Introw, where you decide which partners and deals each
product is available for and how it is priced. On a deal, partners can add line items and build
quotes directly, choosing from products they are allowed to sell at the price your discount rules
dictate. You control whether partners can publish a quote themselves or whether it needs approval,
and you can require e-signatures and collect payment.

Quotes and line items are native HubSpot objects associated to the deal, so there is nothing to
reconcile. Pricing is governed by partner-based, tier-based, or custom pricing rules you set per
product, keeping margin protected while still letting partners move fast.

## Why it matters

* **CRM-native** - Products, quotes, and line items live in HubSpot and stay two-way synced, so a partner-built quote is a real CRM record the deal team already sees, not a document that has to be re-entered.
* **Time to value** - Partners build compliant quotes from your existing CRM catalog right away, so there is no separate pricing engine to stand up before the channel can sell.
* **Low total cost of ownership** - Partner ops governs catalog visibility, tier and segment discounts, and approval rules with no engineering, and adjusts pricing the day a promotion changes.

## How it fits together

Governed products become partner-built quotes that land as CRM objects:

```mermaid theme={"theme":{"light":"github-light","dark":"github-dark"}}
flowchart LR
  catalog["Product catalog"] --> pricing["Pricing rules"]
  pricing --> quote["Partner builds quote"]
  quote --> approval["Approval"]
  approval --> hubspot["HubSpot quote and line items"]
```

## Capabilities

<CardGroup cols={2}>
  <Card title="Product Catalog" icon="box" href="./product-catalog">
    Govern which products partners can sell and on which deals.
  </Card>

  <Card title="Quotes & Line Items" icon="file-invoice-dollar" href="./quotes">
    Let partners build quotes and add line items on deals.
  </Card>

  <Card title="Pricing & Discounts" icon="tags" href="./discounts">
    Set partner, tier, and custom pricing rules.
  </Card>
</CardGroup>

## Who works in this area

<CardGroup cols={2}>
  <Card title="Partner Operations" icon="user">
    Governs catalog visibility and pricing.
  </Card>

  <Card title="RevOps" icon="user">
    Keeps quotes and products reconciled to the CRM.
  </Card>

  <Card title="Deal Desk" icon="user">
    Reviews and approves partner quotes.
  </Card>
</CardGroup>

## All guides

{/* ROLLUP:START - generated content goes here */}

<CardGroup cols={2}>
  <Card title="Let trusted partners set their own price" icon="book-open" href="/features/cpq/discounts/guides/allow-custom-pricing">
    Enable custom pricing on a product so partners can set the unit price when they add it to a quote.
  </Card>

  <Card title="Apply each partner's negotiated discount from your CRM" icon="book-open" href="/features/cpq/discounts/guides/set-a-partner-based-discount">
    Price a product from a numeric CRM property on the partner so negotiated discounts flow into every quote.
  </Card>

  <Card title="Reward partner tiers with automatic discounts" icon="book-open" href="/features/cpq/discounts/guides/set-tier-based-discounts">
    Set a discount percentage per partner tier so partners are priced by the tier they earned.
  </Card>

  <Card title="Bulk edit product configuration" icon="book-open" href="/features/cpq/product-catalog/guides/bulk-edit-product-configuration">
    Apply the same visibility and discount rule across many products at once.
  </Card>

  <Card title="Govern which products a partner can quote" icon="book-open" href="/features/cpq/product-catalog/guides/govern-product-visibility">
    Scope a product to the right partners and the right deals using segments and deal filters.
  </Card>

  <Card title="Let partners build and send quotes on a deal" icon="book-open" href="/features/cpq/quotes/guides/enable-partner-quoting">
    Enable partner quoting end to end: line items and quotes, who can create them, templates, e-signatures, payment, expiration, and approval.
  </Card>
</CardGroup>