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What is a price book?

A price book is a named set of prices for products from your Default catalog. Use price books when different teams or customers need different pricing without changing your main catalog.

Example 💡

You create an EMEA pricing 2025 price book with lower seat prices, grant it to your Account manager role, and set it as the default price book on European customers. When an account manager creates a quote, that book is preselected and they only see prices from it.

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Create a price book

To create a price book, go to the products section of the Hyperline interface.
1

Open the catalog selector

From Catalog > Products, open the dropdown that shows Default catalog, then select New pricebook.
2

Fill in the details

Enter a Name and, if needed, a Description. Configure Access for the roles that should use this price book.
3

Click Save changes

The price book is created empty. Add products from the Default catalog to define its prices.

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Add and manage prices in a price book

Price books only include products you add to them. Each added product is a copy of the Default catalog product with its own price configurations.
1

Click Actions, then Add products

2

Select products from the Default catalog

3

Click Save

Selected products are imported with their current Default catalog prices.
Once products are added, you can edit or delete prices in the price book without changing the Default catalog.

You can edit or delete these prices without affecting the Default catalog.

In a price book, you can only edit prices. Product names, descriptions, and other catalog fields are shown for reference and must be updated from the Default catalog.
Adding a product to a price book copies its prices at that moment. Later changes to Default catalog prices are not applied automatically to existing price book copies. Entitlements and other product grants stay on the catalog product and are shared across all price books that include it.
To remove a product from a price book, open the product in the price book, click Actions, then Remove from pricebook. This deletes the price book prices for that product but keeps the product in the Default catalog.

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Edit or delete a price book

Open the price book from Catalog > Products, then use Actions:
You can only delete a price book that is not assigned to any customer. If a customer still uses it as their default price book, deletion is blocked.

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Assign a price book to a customer

When a customer has a default price book, Hyperline preselects it when you create a quote or subscription for them.
1

Open the customer and click Edit

2

Select a Default pricebook

In Advanced, choose the price book. Leave it on Default catalog if the customer should use your standard catalog prices.
3

Click Save customer

The customer’s default price book is updated for future quotes and subscriptions.

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Grant a price book to a role

Role access controls who can use a price book when assigning subscriptions or creating invoices. It does not change who can view or edit the catalog itself. Access is configured on the price book, not from Settings > Team > Roles. When you create or edit a price book, use the Access section to turn each role on or off.

Users whose role is turned off cannot select this price book when selling. Users with the Manage products permission can use every price book regardless of these toggles.

When you create a price book, all roles are enabled by default. Turn off any role that should not use the book. To change access later, open the price book from Catalog > Products, click Actions, then Edit pricebook, and update the Access toggles.
The Default catalog is always available when picking a price for a product, even if a user does not have access to a specific price book. Role access only applies to named price books.
See Users & permissions to create custom roles or adjust the Manage products permission.

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Use a price book on a quote or subscription

When you add a product to a quote or subscription, you can choose which price book applies to that line. If the customer has a default price book, it is preselected.
Switch the Price book dropdown to Default catalog or to another price book your role can access. Hyperline then shows price configurations from the selected book. If the product is not in the selected price book, no catalog prices appear for that book. Add the product to the price book first, or select Default catalog or Manual configuration instead. After you select a price, the price book used for the line appears on the subscription or quote.
The same price book selector is available when creating invoices that reference catalog products.