How to Manage Price Books

What is Price Override?

Price overrides let you customize the default price of products for specific customer groups, regions, or use cases—all within a Price Book. Instead of changing the product itself, you create a custom version of the price based on your sales strategy.

This is perfect when you want to:

Offer discounted pricing to VIP customers
Adjust prices for different regions or countries
Set temporary pricing for promotions or sales

How to create a Customer Specific Pricebook

Let’s say you have a set of products with standard pricing, but you want to give a 25% discount to a customer group. Instead of editing each product, you can create a price book and override the prices for all or some items.

🛠️ How to Override Prices in a Price Book

1. Go to Pricing > Price Books

From the left-hand menu, select Price Books, then either create a new one or clone an existing one. You should clone a book if you're selling the same products in the new price book but at different prices.

2. Set Up the New Price Book

Give your new price book a name (like “Special Customer Book”).
Optionally add a description.
Click Save.

3. Go to the Products & Prices Tab

If you cloned another price book you will see a list of all available products from the previous book, if this is a net new pricebook add the products you want from your Product Library. Now Select the ones you want to change and click Override Prices.

Note: If you select all products or a group of products, you may only do a percentage increase or decrease.

4. Choose How You Want to Override

You can override by:

Amount (e.g., set to $6.99) (only available when a single product is chosen)
Percent Increase (e.g., raise prices by 10%)
Percent Decrease (e.g., lower prices by 25%)

In this example, we applied a 25% percent decrease:

Click Override Prices, you’ll see both the original and discounted price side by side.

To Override a products price to a custom amount, simply hover over the product you wish to change and Override by Amount.

5. Use Your New Price Book in a Quote

When creating a new quote:

Choose your custom Price Book
All overridden prices will be pulled in automatically, and will be reflected on the line item

Tips: Check out our article on How to Set a Price book for a Sales Rep to make sure the sales rep is assigned the right price book based on the type of customer they're quoting.