Master Your Knowledge Base

Your comprehensive visual roadmap for indexing messy Excel data into a professional WhatsApp-ready sales engine.

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Get Started
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Teams
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Upload & Fix
๐Ÿง 
Mapping
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Customize
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Images
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Access
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Search & Share
Getting Started

Create Your Workspace

Your workspace is your team's private search portal. Set it up once โ€” your entire sales force connects to this single URL for instant product lookups.

  • Fill in your company details & GST (optional)
  • Set your Admin credentials and Secure Password
  • Verify your account with the instant OTP
๐Ÿ’ก PRO TIP

Use a professional company email for registration to ensure all system notifications and backup reports reach the right inbox.

๐Ÿข Company Setup ๐Ÿ” Admin & OTP ๐ŸŒ Your Portal URL

Manage Your Organization & Team

Build your organization structure and define permissions in seconds. SnapList offers automated onboarding and real-time governance, allowing you to manage your staff as easily as your products.

1. Live Roles & Permissions

Control your command center in real-time.

  • Instant Sync: Update roles or access rights (like Analytics or Teams Tab) instantlyโ€”users get a live notification and their screen reconfigures without a logout.
  • Granular Control: Define Super Admins for billing, Admins for data management, and Sales Roles for search-only access.

2. Zero-Effort Onboarding

Your staff experience starts with professional automation.

  • Automated Welcome: New users instantly receive a professional email with their unique credentials and a direct entry link.
  • App Installation: Users are prompted to install the SnapList PWA on their home screen for a native-app experience with zero downloads.
๐Ÿ‘‘ SUPER ADMIN POWER

Only you can toggle 'Enduser Mode'โ€”a simplified interface perfect for field staff who only need search and sharing tools.

๐Ÿ‘‘ Super Admin ๐Ÿ“ง Auto-Email ๐Ÿ”” Live Sync ๐Ÿ“ฑ App Install
Step 01

Upload Your Excel โ€”
We Handle the Mess

Just drag and drop your existing price list โ€” no reformatting needed. SnapList's Auto-Fix engine intelligently reads section headers, merged cells, and complex row hierarchies, then converts them into clean, structured data ready for indexing.

๐Ÿงฉ Section-Merged Fix Automatically identifies section headers (like 'Motherboards') and assigns them as searchable categories to every row.
๐Ÿ“ Column-Merged Fix Intelligently un-merges and fills data across rows, ensuring your specifications and labels stay perfectly aligned.

โœจ Auto-Fix Magic

  • Upload As-Is: No need to touch your original master sheet before uploading.
  • One-Click Cleanup: Our engine auto-detects headers and removes junk formatting instantly.
  • Sheet Intelligence: Multi-tab Excel files are detected automatically for selective indexing.
๐Ÿ“‚ MULTI-SHEET LOGIC

Working with multiple tabs? Click each sheet name to preview and index them separatelyโ€”keeping your data segmented and accurate.

๐Ÿ“ค Drag & Drop โœจ Auto-Fix Magic ๐Ÿงฉ Section Fix ๐Ÿ“ Merged Cell Fix
Step 02

Teach the Engine What Each Column Means

Now that your data is clean, assign a role to each column. This tells the search engine which fields are searchable keywords, which are prices, and which should stay hidden.

๐Ÿ” Search Key Primary keywords. The engine indexes this for typing-ahead (e.g., Model #, SKU, Brand).
๐Ÿ’ฐ Price Numerical values. These are treated as "True Numbers" for currency formatting and dynamic margins.
๐Ÿ‘๏ธ Display Visible details like SKU, Brand, or Specs (not indexed for search).
๐Ÿšซ Ignore The "Invisible" flag. Use this for internal notes or codes you don't want to show.

๐Ÿ› ๏ธ IN-BROWSER DATA EDITOR

Found a typo? Click Check Data to edit cell values or rename headers directly in the browserโ€”no need to re-upload for minor tweaks!

โœจ SMART MEMORY

Our system learns your headers. Upload the same file format again, and SnapList will suggest your column roles automatically.

๐Ÿ” Search Key ๐Ÿ’ฐ Price Columns ๐Ÿ‘๏ธ Display Fields ๐Ÿ› ๏ธ Data Editor
Step 03

Design Your Sales Card Layout

Control exactly what your customers and sales team see. Choose layouts, apply margins and GST automatically, hide sensitive fields, and preview everything in real-time.

Key Configuration Tools

๐ŸŽจ Display Format Choose between Box View (Visual focus) or One-Line (High density) layouts to suit your product type.
๐Ÿ›ก๏ธ Privacy Bubble The "Bubble" icon is your privacy shield. Use it to keep sensitive fields (e.g. detailed specs) visible on the web, but Exclude them from WhatsApp shares.
๐Ÿงฎ Auto-Math Stop using calculators. Set a global margin (e.g., +10%) or GST rule, and the system will auto-calculate the final price for every customer.
Logo LIVE PREVIEW

No guessing games. The right-hand panel shows you a real-time preview of your product card as you toggle switches.

๐Ÿ”„ FIELD RENAMING

Don't let Excel headers dictate your look. Rename complex columns like 'vga_ram_gb' to 'Graphics Memory' for a cleaner look.

๐ŸŽจ Box & List View ๐Ÿ›ก๏ธ Privacy Bubble ๐Ÿงฎ Auto Margins ๐Ÿ‘๏ธ Live Preview
Step 04

Add Product Images at Scale

Turn plain-text rows into a visual product catalog. Upload images in bulk, and our smart filename-matching engine will pair them to the right products automatically.

  • Bulk Image Upload: Upload thousands of product photos in a single ZIP or bulk selection.
  • Model-Match Logic: Automatically pair images to rows based on Model numbers, SKUs, or keywords.
โœจ PRO TIP: SMART FILENAMES

If your column has "HP-101" and your photo is named "HP-101.jpg", SnapList 2.0 will pair them instantly. Zero manual mapping required!

๐Ÿ“ท Bulk Upload ๐Ÿค– Auto-Match
Step 05

Control Who Sees Each Catalog

Not every team needs access to every price list. With Catalog Access Control, you decide exactly which roles, teams, or individual users can search a specific catalog โ€” and who can co-manage it alongside you.

Assigned Roles & Teams

Select which teams can access this pricelist. Only users in the assigned roles will see it in their Search Hub.

  • Role-Based Access: Toggle access for Admin, Sales, Regional Teams, or Dealer groups with a single click.
  • Individual Overrides: Need to give access to one specific person outside their role? Add them directly โ€” it overrides role restrictions.

Co-Managers (Editors)

You don't have to manage every catalog alone.

  • Shared Ownership: Grant other Admins full rights to Edit, Customize, and Delete this specific catalog.
  • Collaborative Workflow: Multiple brand managers can independently maintain their own pricelists without stepping on each other's work.
๐Ÿ” ZERO DATA LEAKS

A sales user in "Team North" will never accidentally see the pricing meant for "Team South." Access is airtight, per catalog.

Catalog Access Control Panel
๐Ÿ”’ Role Access ๐Ÿ‘ค Individual Override ๐Ÿค Co-Managers ๐Ÿ›ก๏ธ Data Privacy

Search & Close Deals via WhatsApp

Find any product in milliseconds and share professional, branded details directly with your customers. Build custom quotes on the fly by pinning items across all your indexed inventory.

  • Natural Language Search: Search like Google. Type 'i5 laptop' and see instant results from across all your sheets with zero lag.
  • Smart Pinning & Sharing: Pin multiple items to build a custom collection. Share your selection as a single, beautifully organized WhatsApp message.
  • Privacy & Governance: Internal fields (like Cost Price) stay secretโ€”your customers only see the public pricing and details you choose to share.
๐Ÿ“ฑ NATIVE APP EXPERIENCE

Install SnapList to your home screen via the login page. Your portal becomes a standalone app for lightning-fast search on the go.

โšก Instant Results ๐Ÿ“Œ Multi-Pin ๐Ÿ’ฌ WhatsApp Share