Help Center Category
Quotes, documents, and products
This section explains how commercial documents, products, and structured proposals should be used in PageCRM.
Articles in this section
When to use products instead of free-text notes
Products should be used when the same offering appears repeatedly in quotations, catalogs, or deal workflows. Structured products help with consistency, pricing reuse, and future reporting.
How quotations and documents should be used
Documents should make outbound work faster and cleaner. Teams should be able to move from contact or deal context into a usable proposal, quotation, or shareable commercial record without rebuilding information every time.
How to keep commercial assets consistent across the team
Commercial consistency matters more than design perfection. The team should agree on basic pricing rules, naming patterns, and when a document becomes final enough to send to a customer.
How Shopify connection works
Shopify is connected from the Commerce section in PageCRM integrations. Each organization enters its own Shopify store domain, approves PageCRM in Shopify, and PageCRM stores that store connection under the organization user's integration record.