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Open in Introw: CPQ

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How it works

The catalog lives under CPQ on the Products tab. Products are synced from your CRM, so you do not create or price them in Introw; you govern who can sell them and how they are discounted. Core fields like name, SKU, and price are maintained in the CRM and are read-only here.

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Browse the catalog

The Products tab lists every synced product so you can see what partners could quote and how each one is currently scoped. Scan the columns to get oriented:
  • Product - the product name from your CRM.
  • Visibility - “Available to all partners” (a green dot) when unrestricted, or “Restricted by segments or deal filters” (an amber dot) once you scope it.
  • SKU - the product code from your CRM.
  • Unit Price - the list price from your CRM, in your organisation currency.
  • Billing Term - the billing period, such as 1 month or 1 year.
  • Description - the product description from your CRM.
You can filter the list by name, SKU, unit price, billing term, or description to find products in a large catalog.

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Govern a product

Clicking a product opens its detail panel, which shows the read-only CRM details (image, SKU, price, term, description) with a link back to the product in your CRM, then the sections you control: Segments and Deal filters for visibility, and Discount for pricing. You can govern one product at a time in the panel, or select several rows and bulk edit visibility and discount across all of them at once.

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Prerequisites

  • A connected CRM with products synced.
  • CPQ write access (the products write scope).
  • Segments defined in Settings, if you plan to restrict by segment.

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Settings & configuration

The catalog is managed under CPQ on the Products tab at CPQ.

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Segments

In a product’s detail panel, set the segments that can see and use the product. With no segments set, the product is available to all partners.

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Deal filters

Add deal filters to a product so it only appears on deals whose CRM properties match, for example a product limited to deals in a certain region or above a certain size.

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Bulk edit

Select multiple products and apply visibility or discount configuration to all of them at once. Use the link in the detail panel to open the product in your CRM, where its core fields like name, SKU, and price are maintained.

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Setup walkthrough

1

Open the catalog

Go to CPQ and review the Products tab.
2

Open a product

Click a product to open its detail panel.
3

Set visibility

Restrict by segment or add deal filters as needed.
4

Repeat in bulk

Use bulk edit for sets of products.

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How-to guides

Bulk edit product configuration

Apply the same visibility and discount rule across many products at once.

Govern which products a partner can quote

Scope a product to the right partners and the right deals using segments and deal filters.

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Limits & gotchas

Products are managed in your CRM, so core fields like name, SKU, and price are edited there, not in Introw. Introw governs visibility and pricing rules on top. A product with no segments set is available to all partners, so restrict deliberately.

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Troubleshooting

  • A product is missing - confirm it is active in your CRM and has synced.
  • A partner cannot see a product - the product is restricted to segments they are not in, or a deal filter excludes the deal.
  • A price looks wrong - core prices come from the CRM; check the product there.