Creating a product and a price

Question

Hi Copper, can I create a list of products and associate a price to each product in my Opportunities? My business is structured so that I have a series of base packages, for example:

Premium - 100 euros

Elite - 500 euros

Exclusive- 1000 euros

In addition, I have a number of additional “options” that can be added to the product packages and that also have an associated cost, for example:

Private label - 50 euros
Personalized wine corks - 25 eurs
Personalized wood cases - 75 euros

When I create an opportunity, I would like to be able to select the base package and have the associated price show up in the opportunity “value”. And if I add options, that those additional prices get added to the total value.

Is this possible, and if so, how do I go about setting this up? I’ve used other CRM systems in the past where it was possible to create a product and the associated price, but I don’t seem to find this on Copper, which complicates our sales reports and reducing errors related to manual inputting of values.

Thanks!

Michelle from Copper · Answer

Hi @VINIV, thanks for posting! We don’thave a native feature for product/price lists but depending on how many items you you could build out a similar function in workflow automation.For the base price - assuming you have a dropdown for which base package they chose, you could set up three workflow automations that say:If Base Package = Premium, change Value to €100If Base Package = Elite, change Value to €500If Base Package = Exclusive, change Value to €1000You would set up each automation rule through Settings > Automate > Workflow Automation > Add Workflow. You’ll enter a name and then a Trigger and Action - here’s an example for the :Remember to both save and turn on all your workflows automation rules.For add-ons you can do something similar. Say you have a checkbox for whether they want private label, personalized corks, etc. You could set up a workflow automation rulethat says: If Private Label is checked, add€50 to the Value.This is what that would look like:Note that the Action uses a formulamonetary_value+50 - this takes the existing Value and adds 50.From the Opportunity view it would look like this:So you’d select the Base Package and then the add-ons and it will automatically update the Value.Let me know if that’s helpful!