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Product Manager Guide

Managing Products and Pricing

Configure products with line items, pricing, and detailed breakdowns.


Understanding Products

Products are the items or services that appear as options in your form. Each product can have:

  • Name and description — What customers see
  • Pricing — Amount, optional breakdown
  • Category — Group related products together

Product Types

Product-Linked Options

Link form options directly to products in the database:

  • Synced pricing — Update product price in one place
  • Consistent data — Avoid duplication
  • Reporting — Track which products are selected

Custom Inline Options

Standalone options with inline data:

  • One-off items — Not linked to the product database
  • Flexible — Quick to add for specific forms
  • No cross-referencing — Independent per form

Pricing Configuration

Setting Prices

Each product option can include:

  • Base price — Standard cost
  • Pricing details — Optional breakdown (e.g., "S$500 setup + S$200/month")
  • Rush fee multipliers — Apply for urgent processing

Real-Time Calculations

Pricing updates automatically as customers make selections:

  • Selected products add to the running total
  • Rush fees apply multipliers where configured
  • Final total shown before contact submission

Managing Products

Adding Products

  1. Navigate to Products in the admin
  2. Click Add Product
  3. Fill in: name, description, price, category
  4. Save

Editing Products

  • Update name, description, or price
  • Changes apply to all forms using this product
  • Old quotations remain unchanged

Best Practices

  • Clear descriptions help customers understand what they're buying
  • Use categories to organize large product catalogs
  • Test pricing by submitting a test form before going live
  • Review product links when editing forms to ensure options are correct