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Klantly

Configurator

Add products

Add products#

You create products separately, independently of any specific form. You then link a product to one or more forms.

Creating a product#

  1. Go to Products
  2. Click on New product
  3. Select the language
  4. Enter a title
  5. Enter a description
  6. Optionally, enter a separate quotation description
  7. Link existing options to this product
  8. Click Save

A product does not have its own image — the visual representation is taken from the images associated with the linked options.

  1. Open the form in the builder
  2. Add a step or open an existing step
  3. Select the product from the list

If you haven’t created any products yet, you’ll see an empty state in the builder with a direct link to Products.

Frequently asked questions#

Can I use the same product in multiple forms?
Yes, a product can be linked to multiple forms.

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