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Quotes, documents, and products

When to use products instead of free-text notes

This section explains how commercial documents, products, and structured proposals should be used in PageCRM.

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.

Free-text notes are useful for exceptions or context, but they should not replace product structure when the team sells the same items or services repeatedly.