Configuring product variants

Price a whole family of related products from one base product, using attributes like model or color instead of a SKU for every combination.

This feature requires an Enterprise plan.

Overview

Some products come in many variations — a phone in several models, colors, and conditions — and creating a separate product for every combination quickly gets out of hand. Product Variants let you price a whole family from a single base product using its attributes, so reps select the attributes they want instead of hunting through a long list of near-identical SKUs.

You define each attribute as a HubSpot product property, then upload a sheet that lists a price for every combination. When a rep picks the attributes in Quote Builder, Quotivity uses the matching row in the variant pricing table to set the price.

Steps

1. Create a product property for each attribute. In HubSpot, add a property for every variant attribute — for example, Brand, Model, Color, and Condition. Use a Single checkbox, Radio select, or Dropdown select field type.
2. Open Pricing → Price Books. From the Quotivity Studio sidebar, go to Pricing, select Price Books, and open the book that contains the product.
3. Open the product’s pricing. On the Products & Prices tab, click the pencil icon next to the product’s price.
4. Choose Product Variant. In the Override By dropdown, select Product Variant.
5. Select the variant properties. Pick between two and eight product properties. Quotivity generates a variant template that includes every property you select; you can customize the pattern, but all selected properties must stay in it. Click Save Template when you’re done.
6. Download the starter file. Click Download Starter File. The file includes the columns you need for the pricing sheet, including product_id, price_book_id, and a currency column.
7. Fill in your prices. Add a row for each variant combination with its price, copying the product_id, price_book_id, and currency values down each row, and save the file as CSV. Don’t drag cells to fill them — the values can auto-increment and cause the import to fail.
8. Upload the sheet. Back in the Override dialog, choose Upload and replace prices and select your completed file. This replaces the existing product variants for that product.

When a rep adds the product to a quote and selects its attributes, Quotivity uses the matching row in your variant pricing table to apply the correct price.

Example

You sell used phones priced by Brand, Model, Color, and Condition. Instead of creating an entry like “Apple-iPhone 12-Black-Excellent” for every combination, you define those four attributes on one base product and upload a sheet with a price for each combination. A rep selecting “Apple, iPhone 12, Black, Excellent” gets the exact price from the matching row.

Tips

• Once you’ve defined the variant properties, you can’t change them in place — to restructure, reset the price adjustment and set it up again.
• Use clear, descriptive property names so the variant template and pricing sheet stay easy to read.

Related articles

• How Price Books work
• Creating a Price Book
• Setting up volume pricing
• Setting unit price editability