Product Catalogue - Organising Products

Enable “Recipient Can Change Quantity”

Learn how to enable the “Recipient Can Change Quantity” option in QuoteCloud, allowing customers to adjust product quantities directly in your price tables.

Using Filters in the Product Catalogue

Discover how to filter and create smart views in the QuoteCloud product catalogue — find, sort and manage products efficiently.

Moving Product Categories

Learn how to move product categories in QuoteCloud to reorganise your product catalogue for easier navigation and management.

Using Product Categories and Tags for Easy Navigation

Learn how to organise your QuoteCloud product catalogue with categories and tags, making it easier to find, filter, and add products to documents.

Setting a Product Status to Active or Inactive

Learn how to set a product’s status to active or inactive in QuoteCloud, controlling which products are available for use when creating documents.

Editing Product Categories

Learn how to edit product categories in QuoteCloud to keep your product catalogue organised and up to date.