Associate your deals with the product or service that you sell. Applicable tax and discounts are auto-calculated to arrive at the correct deal value. Learn more about enabling products and their impact.

Once you've set up a product catalog, to associate them with relevant deals, go to Admin Settings > Account Settings > CPQ Settings and click the checkbox to Add products to deals.

Note: Deal value becomes a read-only field when a deal is associated with products. Ensure that your products are configured before you enable this setting.

To associate products with a deal,

1. Go to Deals and select a deal of your choice. 
   
   
2. Click   
   
   This opens the products slider where you can add or edit products. 
   
   
3. Select a product of your choice by clicking Add and selecting a dropdown from the existing product catalog.
   
   If you wish to create an entirely new product to add to the catalog, click Add. This presents a dropdown. ClickAdd new product. This brings up a new popup. Fill in the product details and click.
   This creates a new product and adds it to your deal.
   
   
4. Click  Add discount, fee. This brings up an option to select between a discount or a fee. A fee adds to your subtotal while a discount subtracts from your subtotal. Add a maximum of 5 fees or discounts to your deal. You can add discounts and fees as either flat values or percentages.
   The deal's total value will be adjusted based on the fees and taxes applied. Click the  button to edit the one time fees/discounts. However, applicable taxes cannot be edited.
   
   
5. Click . This adds the product to the deal.

Note: You can edit the prices of existing products when adding a product to the deal. This will be a custom price that is applied only to the deal, there will be no impact on the original price of the product. The edit access for this field is provided to all users who have edit access for the products module.