01
One source of pricing
Add an item once - name, cost price, sale price and image - then pull it into any quote or invoice with a couple of clicks. Update the price in one place.
Item catalogue
An item catalogue so you price once and reuse everywhere
Build a central item catalogue of the products and services you sell. Drop items straight into any quote or invoice, keep private cost prices for margin, and never retype a line again.
The benefits, at a glance
- Central item list reused across quotes and invoices
- Store both sale price and private cost price for margin
- Organise by manufacturer and product type
- Product images with lightbox viewing
- Search and filter the whole catalogue in seconds
Inside catalogue
02
Manufacturers & product types
Group items by manufacturer and product type, and add new ones without leaving the item form. Filter the picker to find the right line fast.
03
Private cost prices
Store what an item costs you alongside what you charge. Copy that cost into quote and invoice lines to calculate margin, while customer documents keep it private. Existing line costs are preserved when catalogue prices change.
04
Images & lightbox
Attach a photo to every item so quotes and invoices look the part. Customers can open any image full-size in a lightbox.
Explore the rest of Pipeline
AI Assistant
Pipeline MCP turns Pipeline into AI CRM software that connects to ChatGPT, Claude and other compatible assistants, so you can ask questions, review your work and carry out everyday sales and operations tasks in plain English.
Leads
Stop losing work to missed emails and forgotten phone calls.
Quotes
Pipeline’s quoting software builds professional quotes in minutes from a library of saved line items.
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