How to Create and Manage Products in Hubspot

Hubspot lets you build a reusable product library so your sales team can add accurate pricing, descriptions, and terms to quotes and deals in just a few clicks.

Below is a step-by-step guide to configuring products, using them in quotes, and managing changes over time based strictly on the official product tools in your account.

What the Hubspot product library does

The product library is a central database of the items or services you sell. Each product stores standard pricing and key details so reps do not have to enter them manually every time.

When enabled, the library can be used in:

• Deals
• Quotes
• Payment links and checkout experiences (where available)

Permissions, available features, and limits depend on your subscription.

Prepare to create products in Hubspot

Before adding any records, confirm your access and settings.

Check Hubspot user permissions

To work with products you generally need:

• Access to Sales tools
• Permissions to view and edit products
• Permissions to create and manage quotes if you want to add products there

An administrator can adjust these in your user settings.

Decide how you will structure products

Plan the structure of your library in advance:

• Choose clear product names and SKUs
• Define standard units (per month, per seat, per license, per hour, etc.)
• Decide whether discounts or fees will be separate products
• Align internal descriptions with what appears on quotes

How to create products in Hubspot

Use the product library tool to add individual products with their prices and terms.

Step-by-step: add a new product

1. Sign in to your account.
2. In the main navigation, go to the products settings area as documented in the official guide at this Hubspot product documentation.
3. Click the option to create a new product.
4. Enter a clear name customers will understand.
5. Assign a SKU or internal code if you use one.
6. Set a unit price and currency.
7. Choose the billing frequency or unit type.
8. Add an internal or customer-facing description.
9. Save the new record.

Repeat these steps until you have created the core items your team uses most frequently on quotes and deals.

Required and common product fields

When building out each record, pay attention to:

• Name: Shown to reps and often to customers on quotes.
• SKU: Used for inventory or internal reporting.
• Unit price: Base price before discounts.
• Billing terms: One-time, monthly, yearly, or custom.
• Quantity: Default quantity if you usually sell in bundles.
• Description: Optional but helpful for clarity.

Use products inside Hubspot quotes and deals

Once your library is configured, products can be added directly to sales records so your pricing is accurate and consistent.

Add products to a deal

1. Open a deal record in your CRM.
2. Locate the line items or products section.
3. Click to add an existing product.
4. Search by product name or SKU.
5. Select the desired item and confirm.
6. Adjust quantity, discounts, or taxes if allowed.
7. Save the deal so revenue totals update.

The deal amount can be calculated based on these line items, depending on your settings.

Create a Hubspot quote with products

1. From a deal record, start a new quote.
2. Choose the quote template or style required.
3. Review the product list pulled from the deal.
4. Confirm quantities, discounts, and terms.
5. Add any additional line items from the library if needed.
6. Finish the quote details such as expiration date and buyer information.
7. Send or share the quote link with your prospect.

Using the library ensures quotes are based on standardized items rather than one-off descriptions.

Edit, clone, and delete Hubspot products

Over time, prices and offerings change, so you will need to maintain the product library.

Edit an existing product

1. Open the products section in your account.
2. Search for the record you want to update.
3. Click to open its details.
4. Adjust fields such as name, price, description, or terms.
5. Save your changes.

Edits typically affect future quotes and deals. Existing quotes may keep the original values depending on when they were created.

Clone a product to create variations

If you offer similar packages with minor differences, cloning saves time.

1. Locate the base product.
2. Use the clone option.
3. Rename the new record.
4. Adjust key fields, such as price or term length.
5. Save the cloned product.

This is helpful for regional pricing, contract lengths, or tiered service levels.

Archive or delete products

When you no longer sell an item, remove it so reps do not add it to new quotes.

1. Search for the product you want to retire.
2. Open the record or use bulk actions if available.
3. Select archive or delete according to your governance policy.
4. Confirm the action.

Always verify that products are not in active use before deleting them.

Best practices for Hubspot product management

Keep your product list well organized so it remains reliable for sales, finance, and reporting teams.

• Use naming conventions: Include type, tier, and region if relevant.
• Standardize SKUs: Follow a consistent format so reports are clear.
• Audit regularly: Review the library quarterly to remove duplicates and outdated items.
• Align with finance: Confirm taxes, discounts, and currencies match your billing system.
• Limit edit access: Allow only authorized users to change prices or terms.

Where to learn more beyond Hubspot docs

The official help center is the primary source for detailed instructions on new product features and interface changes. Always review the latest guide at the Hubspot product help page before updating your process.

For broader CRM strategy, sales operations, and implementation guidance, you can also work with a specialist agency such as Consultevo, which focuses on optimizing CRM and revenue operations stacks.

By building a clean, accurate product library and using it consistently in deals and quotes, your team can move faster, reduce errors, and maintain reliable revenue data across your entire sales process.

Need Help With Hubspot?

If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.

Scale Hubspot

“`