Overview

Kylas CRM offers a flexible and dynamic way to manage sales, including the ability to associate products with Deals and Quotations. Often during a live conversation or negotiation, sales reps may need to adjust product properties—like quantity, price, discount, or taxes—on the fly. Kylas allows this real-time customization without altering the core product master, ensuring quick adaptability and data accuracy.

In this article, we’ll walk you through how to edit product properties at runtime on Deals and Quotations, along with best practices and use cases.

Table of Contents

1. Prerequisites

2. What Are Product Properties in Kylas?

3. Why Edit Product Properties at Runtime?

4. Steps to Edit Product Properties in Deals

5. Steps to Edit Product Properties in Quotations

6. Use Cases

7. Benefits

8. Best Practices

9. Conclusion

Prerequisites

Before editing product properties in runtime, ensure:

• You have Admin or Sales Executive access in Kylas CRM.

• Products are already created in the Product module.

• A Deal or Quotation exists to which products are linked.

• Pricing structure (if any) and tax settings are configured under Settings > Product & Tax.

• Custom fields (if used) on the Product are already set up in Settings > Customization.

What Are Product Properties in Kylas?

Product properties are editable attributes you can modify per Deal or Quotation instance. These include:

Why Edit Product Properties at Runtime?

Steps to Edit Product Properties in a Deal

Step 1: Open the Deal

• Go to Deals module

• Select the desired Deal Record

Step 2: Scroll to “Products” Section

• Click on + Add Product or Edit on an existing one

Step 3: Adjust Product Properties

Editable fields will appear:

• Change Quantity

• Adjust Unit Price

• Apply Discount %

• Verify Tax calculation

• Modify any custom field values

Changes made here apply only to this Deal and don’t change the master product.

Step 4: Save

Click Save and the updated product line will reflect on the Deal.

Steps to Edit Product Properties in a Quotation

Step 1: Go to the Quotation

Navigate to the deal for which you want to create/edit a quotation.

Step 2: Open or Create a Quotation

• Click on the Quotations tab inside the deal

• Open an existing quotation or click Create Quotation

Step 3: Modify Product Details

• All previously added products will appear

• Click on Edit icon next to any product

Here, modify:

• Quantity

• Price

• Discount

• Tax

• Additional custom fields

These changes are saved specific to this quotation and do not alter deal-level data unless updated again.

Step 4: Save & Send

Once changes are done, save and generate PDF or send via email.

Use Cases

Use Case	Description
Enterprise deals with custom pricing	Price and tax vary by state or client size
Quotation versioning for different offers	Modify pricing in each quote variation
Industry-specific taxes	Apply/exempt tax dynamically at quotation level
Field sales flexibility	Sales rep adjusts price based on client conversation
Seasonal discounts	Temporary changes without altering catalog price

Benefits

Benefit	Details
🔄Real-time Flexibility	Edit during live negotiation without delay
🔐Data Integrity	Product master remains unchanged
📈Accurate Quoting	Reflect actual offer values in documents
🧾 Legal & Tax Compliance	Quote includes appropriate tax settings per customer
🤝 Better Customer Experience	Customize instantly to suit needs

Best Practices

Conclusion

Kylas CRM’s real-time product property editing feature empowers sales teams to be agile, responsive, and customer-focused—without compromising product database integrity. By customizing quantities, discounts, taxes, and more at the deal and quotation level, businesses can close deals faster, with more precision and professionalism.

Start leveraging this feature today to boost efficiency in your sales operations and offer more tailored proposals to your customers—when it matters most.