INTRODUCTION:
In today's competitive business landscape, having an organized product catalog and a clear pricing structure is essential for small businesses to effectively showcase their offerings and streamline their sales process. BoloSign, a versatile e-signature and form management platform, offers a user-friendly solution to create professional product catalogs and pricing tables with ease. This tutorial will guide you through the step-by-step process of setting up your product catalog and generating dynamic pricing tables in BoloSign, helping you present your products and services in a polished and efficient manner.
1. Create a category although optional
2. Name your category
3. Click on Create
4. Click on create Product
5. Upload a product image
6. Select the preferred image
7. Click on Upload
8. Click on Save
9. You can edit and delete products later on
10. Inside Editor Click on Pricing Table
11. Click on Edit Table…
12. Click on Add Product to add new product
13. Edit Product details
14. To add pre-existing Click on From Catalog
15. Click on check box to add product
16. Modify quantity
17. Click on Add Products
18. Can modify quantity in the table as well
19. To change discount to percentage
20. Change the number format
21. Update the percentage as required
22. You can see the updated value
23. Click on Save Table
24. See the updated table
25. Click on Document Value
26. Select Document Total
27. Check the added table
28. The document value has been updated
29. Confirm under the document name
FAQ
Can I edit or delete products after adding them to the catalog?
Yes, you can edit and delete products after they've been added to your catalog. BoloForms provides options to modify or remove products as needed, allowing you to keep your catalog up-to-date.
Can I add products from my existing catalog to the pricing table?
Yes, you can add pre-existing products from your catalog to the pricing table. Click on "From Catalog" when editing the table, select the products you want to include and click "Add Products."
Is it possible to change the discount format in the pricing table?
Yes, you can change the discount format from a fixed amount to a percentage. Simply change the number format in the table editor and update the percentage as required.
Can I modify product quantities directly in the pricing table?
Yes, you can modify product quantities directly in the pricing table. This allows for quick adjustments without having to edit the product details individually.
Is it possible to upload images for products in the catalog?
Yes, BoloSignallows you to upload and associate images with your products. When creating or editing a product, you can select and upload an image to visually represent the item in your catalog.
CONCLUSION:
Creating a product catalog and pricing table in BoloSign is a straightforward process that can significantly enhance your business operations. By following the steps outlined in this tutorial, you can easily organize your product information, set up pricing structures, and generate professional-looking catalogs and tables. This not only saves time but also ensures consistency across your sales and marketing materials. With BoloSign's intuitive interface and powerful features, small businesses can create impressive product presentations that rival those of larger competitors, all while maintaining the flexibility to update and modify information as needed. Embrace the power of BoloSign to streamline your product management and pricing processes, ultimately leading to improved customer experiences and more efficient sales operations.