Using the Product Library

Understand how to organize and manage reusable products and services in your library for consistent pricing across proposals.

Updated over 2 weeks ago

What the Product Library is

The Product Library is a centralized catalog of products for your organization.

Products stored in the library:

• Have predefined names, prices, and descriptions
• Can include optional SKUs for internal tracking or integrations
• Can be reused across multiple documents and templates

The Product Library is designed for consistency, not deal-specific customization.

The Product Library and GetAccept AI

The Product Library is connected to GetAccept AI. When you ask GetAccept AI to generate a pricing table – from a query or from your meeting transcript – it pulls directly from the products in your library.

This means:

• AI-generated pricing tables are grounded in your real products, with real pricing and descriptions
• Products discussed in a meeting can auto-populate a quote without manual lookup
• The AI will only suggest products that exist in your library (no hallucinated or invented items)

The more complete and up to date your Product Library is, the more accurate and useful AI-generated pricing tables will be.

Who can manage products

Only users with admin permissions can create or edit products in the Product Library.

All users with access to the Editor can insert products from the library into pricing tables.

Creating products in the Product Library

Each product in the library represents a reusable item or service.

Products typically include:

• A product name shown in pricing tables
• An optional SKU
• A description visible to recipients
• A base price and currency

Once saved, the product becomes available across the account.

Using Product Library items in pricing tables

Products from the Product Library can be inserted into pricing tables.

When added:

• The product name, price, and description are pre-filled
• The product behaves like a standard product row
• Quantities, descriptions, and totals can still be adjusted per document

This allows flexibility without changing the original product definition.

Editing existing products

Product details are edited directly in the Product Library.

Changes to a product:

• Do not update automatically in existing documents
• Apply only when the product is added again to a pricing table

This prevents unintended changes to sent or signed documents.

Product Library and templates

Products can be pre-inserted into templates using pricing tables.

This is useful for:

• Frequently sold packages
• Standard subscriptions
• Common add-ons

Templates ensure consistent use of Product Library items across teams.

Product Library vs pricing tables

The Product Library stores product definitions.

Pricing tables control:

• How products are displayed
• Quantities and optional behavior
• Discounts, taxes, and summaries

The two systems work together but serve different purposes.

Recipient experience

Recipients can view product names, descriptions, and prices pulled from the Product Library.

They cannot edit Product Library data.

Best practices

• Keep product names clear and consistent.
• Use SKUs for internal tracking or CRM mapping.
• Update Product Library items deliberately to avoid inconsistencies across documents.
• Use templates to standardize commonly sold product combinations.
• Keep your Product Library up to date. It is the source of truth for GetAccept AI when generating pricing tables.