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. Add product details
6. Add product details
7. Add product details
8. Add product details
9. Add product details
10. Upload a product image
11. Select preferred image
12. Click on Upload
13. Click on Save
14. You can edit and delete products later on
15. You can edit and delete products later on
16. Inside Editor Click on Pricing Table
17. Click on Edit Table…
18. Click on Add Product to add new product
19. Edit Product details
20. Edit Product details
21. Edit Product details
22. Edit Product details
23. Edit Product details
24. Edit Product details
25. Edit Product details
26. Type "2"
27. To add pre-existing Click on From Catalog
28. Click on check box to add product
29. Modify quantity
30. Click on Add Products
31. Can modify quantity in the table as well
32. To change discount to percentage
33. Change the number format
34. Update the percentage as required
35. You can see the updated value
36. Click on Save Table
37. See the updated table
38. Click on Document Value
39. Select Document Total
40. Check the added table
41. The document value has been updated
42. 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.