Products & Quotes

A deal value typed in by hand is a guess. If you keep a catalog of what you sell, you can build the quote on the deal instead — products, quantities and prices — and let Zero work out the contract value and write it back to the deal.

Product catalog

Admins manage the catalog in Settings → Workspace → Products.

Add product creates one: a Product name, an optional SKU and Description, and one or more Prices. A price has a Price name, an amount, a billing Interval (One-time, Daily, Weekly, Monthly, Quarterly or Yearly) and an optional Min term in months. Mark one as the Default price — that is what gets applied when the product lands on a quote.

One product can be the Default product, prefilled as a line item on every new quote.

Archiving takes a product out of the catalog without touching existing quotes, whose line items stay as they are. Archived products sit under Archived and can be restored.

Quotes on a deal

Quotes live on deals. The Quotes section of a deal's Overview tab shows a card per quote with its name, status, total and line-item count; + adds one, clicking a card edits it.

A quote has:

• A Quote name, a status (Draft, Sent, Accepted, Rejected, or Expired), and an optional Expires date.

• A Contract term in months. Zero prefills it from the minimum term of the prices on the quote.

• Line items. Click Add line item and either pick a Product and one of its prices from the catalog, or type a custom Item name with its own Unit price and Billing period. Set the Quantity and, if you want, a discount as an amount or a percentage.

Totals recompute as you edit. Total (TCV) is the one-time line items plus the recurring ones across the contract term, with monthly and yearly recurring values (MRR and ARR) beside it; a yearly price on a shorter term is prorated.

Saving a quote offers to update the deal value to the quoted MRR, ARR or TCV, defaulting to your workspace's deal value unit from Settings → Workspace → General.

Quotes are also available to Chat and MCP, and through the API.