How-to Configure Pricelists in SellMyProducts

What is SellMyProducts?

SellMyProducts is a Configure-Price-Quote add-on for Google Sheets. It allows you to email accurate quotes directly from your Sheets pricelist in just a few clicks.

Pre-requisites

Before you get started note that in order to run, SellMyProducts requires that your pricelist must have a specific structure. There are three mandatory sheets, which are created for you automatically and are populated with example data:

Products

Holds a list of all products.
Note: The product list must contain five mandatory columns:

  • Name - product name
  • Price - the cost without taxes
  • Tax - tax percentage
  • Discount - discount percentage
  • Dependency - any product dependency. The dependent product is automatically added to the quote in a bundle with the main product.

SellMyProducts Add-on for Sheets - REF_Product

Customers

Holds a list of all clients.
Note: The client list must contain five mandatory columns:

  • Company Name - the name of the client
  • Email - contact email
  • Discount - any applicable client discount percentage

SellMyProducts Add-on for Sheets - REF_Product

Quotes

Holds a list of all quotes that you save and email.

SellMyProducts Add-on for Sheets - REF_Quote

Installation

License the add-on

Features

Configure product dependencies
Create quote
Manage quote
Reset the add-on

That's all! Now you can move on to quoting in 5 steps. Happy selling!