Playbook
Commerce hub configuration
Set up your product library, quote templates, and invoicing so quoting is fast, accurate, and professional.
Introduction
Quoting should take minutes, not hours. Commerce Hub makes that possible if the product library and templates are set up properly. This playbook covers the backend configuration that powers quotes, invoices, and payments across your CRM. You will build a product library with pricing tiers and billing frequencies, configure how line items attach to deals, design branded quote templates with e-signature, and set up invoicing for one-time and recurring revenue. When these chapters are done, your sales team can generate a professional quote directly from a deal record, and finance has real-time visibility into what has been quoted, invoiced, and collected.