QuoteCloudProduct Catalogue
Manage the products and plans you sell.
Product Catalogue - Setup and Configuration
6 guides- Adding New Products to the CatalogueDiscover how to add new products to the QuoteCloud product catalogue, including setting prices, descriptions, and categories for seamless use in documents.
- Defining Product Categories and SubcategoriesLearn how to define product categories and subcategories in QuoteCloud to organise your catalogue, simplify navigation, and streamline document creation.
- Importing Products from External Sources (CSV)Learn how to import products into QuoteCloud from external CSV files — map fields, upload data, and integrate your product catalogue easily.
- Introduction to the Product CatalogueGet started with the QuoteCloud Product Catalogue. Learn how it works, what it’s used for, and how it streamlines product management in your sales documents.
- Managing Product Images and MediaLearn how to manage product images and media in QuoteCloud. Add, update, and organise visuals to enhance your product catalogue and documents.
- Setting Product Attributes | SKU, Description, Pricing & MoreConfigure product attributes in QuoteCloud — set SKUs, descriptions, pricing, categories & more for a well-structured catalogue.
Using the Product Catalogue in Documents
2 guides- Editing Product Details Directly from the QuoteLearn how to edit product details directly from a quote in QuoteCloud. Ensure your quotes are accurate and up-to-date without navigating away from your document.
- Searching and Filtering Products During QuotingLearn how to search and filter products during quoting in QuoteCloud. Streamline your quoting process by quickly finding the products you need.
Product Catalogue - Organising Products
6 guides- Editing Product CategoriesLearn how to edit product categories in QuoteCloud to keep your product catalogue organised and up to date.
- 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.
- Moving Product CategoriesLearn how to move product categories in QuoteCloud to reorganise your product catalogue for easier navigation and management.
- Setting a Product Status to Active or InactiveLearn how to set a product’s status to active or inactive in QuoteCloud, controlling which products are available for use when creating documents.
- Using Filters in the Product CatalogueDiscover how to filter and create smart views in the QuoteCloud product catalogue — find, sort and manage products efficiently.
- Using Product Categories and Tags for Easy NavigationLearn how to organise your QuoteCloud product catalogue with categories and tags, making it easier to find, filter, and add products to documents.
Product Catalogue - Permissions and Security
2 guides- Assign Product Categories to a TeamLearn how to assign product categories to a team in QuoteCloud to control access, streamline document creation, and ensure users only work with the relevant categories.
- Setting User Roles and Permissions for Product Catalogue AccessControl access in QuoteCloud: define user roles and permissions for who can view, edit, and manage the product catalogue.
Product Catalogue - Library Navigation
1 guideProduct Catalogue - Product Import & Export
1 guideProduct Catalogue - Product Categories
2 guides- Delete a Product CategoryLearn how to delete a product category in QuoteCloud, transfer products to another category, or permanently remove the category and its contents.
- Rename a Product CategoryLearn how to rename product categories in QuoteCloud to keep your Product Catalogue organized and easy to manage.
Product Catalogue - Product Search & Filters
4 guides- Clear FiltersLearn how to clear active product filters in QuoteCloud and restore the full Product Catalogue list with a single click.
- Filter Contract Plans Using Table ColumnLearn how to filter Contract Plans in QuoteCloud using table column filters to quickly locate plans by name, term, price, and other details.
- Filter Products Using Product CategoryLearn how to filter products by category in QuoteCloud to quickly display products belonging to a selected Product Category.
- Filter Products Using Table ColumnLearn how to filter products in QuoteCloud using table column filters to quickly locate products by name, SKU, price, and other attributes.
Product Catalogue - Product Sorting
1 guideProduct Catalogue - Product Management
5 guides- Create a New ProductLearn how to create a new product in QuoteCloud by entering product details, selecting categories, setting pricing, and saving it to your Product Catalogue.
- Delete a ProductLearn how to permanently delete a product from the QuoteCloud Product Catalogue and keep your product library organized.
- Duplicate a ProductLearn how to duplicate an existing product in QuoteCloud to quickly create a copy for editing, pricing variations, or similar products.
- Edit a ProductLearn how to edit an existing product in QuoteCloud by updating product details, pricing, categories, and other settings.
- Set a Product as DraftLearn how to change a product's status to Draft in QuoteCloud to temporarily remove it from active use without deleting it.
Product Catalogue - Bulk Product Action
4 guides- Delete Multiple ProductsLearn how to delete multiple products at once in QuoteCloud using bulk actions to quickly clean up your Product Catalogue.
- Duplicate Multiple ProductsLearn how to duplicate multiple products at once in QuoteCloud using bulk actions to quickly create copies of existing products.
- Select Multiple ProductsLearn how to select multiple products in QuoteCloud for bulk actions using individual row checkboxes or the Select All option.
- Set Multiple Products as DraftLearn how to set multiple products as Draft in QuoteCloud using bulk actions to quickly deactivate products without deleting them.
Product Catalogue - Layout & Configuration
1 guideProduct Catalogue - Pagination & Display
2 guides- Change Records Per PageLearn how to change the number of products displayed per page in the QuoteCloud Product Catalogue using the Records per Page dropdown.
- Navigate Between Product Catalogue PagesLearn how to navigate between pages in the QuoteCloud Product Catalogue using page numbers and previous/next pagination controls.
More guides
- Change Records Per PageLearn how to change the number of Contract Plans displayed per page in QuoteCloud using the Records per Page dropdown.
- Create a New Contract PlanLearn how to create a new Contract Plan in QuoteCloud by entering plan details, assigning products, and saving the plan for use in proposals and quotes.
- Delete a Contract PlanLearn how to permanently delete a Contract Plan in QuoteCloud using the actions menu and confirmation dialog.
- Delete a Contract Plan CategoryLearn how to delete a Contract Plan category in QuoteCloud by either transferring its contents to another category or permanently deleting the category and all its contents.
- Delete Multiple Contract PlansLearn how to delete multiple Contract Plans at once in QuoteCloud using bulk actions to quickly remove obsolete plans from your library.
- Edit a Contract PlanLearn how to edit an existing Contract Plan in QuoteCloud by updating plan details, pricing, descriptions, and other settings.
- Filter Contract Plans Using CategoryLearn how to filter Contract Plans by category in QuoteCloud to quickly display plans belonging to a selected category.
- Navigate Between Contract Plan PagesLearn how to navigate between Contract Plan pages in QuoteCloud using page numbers and previous/next pagination controls.
- Rename a Contract Plan CategoryLearn how to rename Contract Plan categories in QuoteCloud to keep your plans organized and easier to manage.
- Select Multiple Contract PlansLearn how to select multiple Contract Plans in QuoteCloud using individual checkboxes or the Select All option for bulk actions.
- Sort Contract Plans Using Table ColumnLearn how to sort Contract Plans in QuoteCloud by clicking table column headers to organize plans in ascending or descending order.
- View Contract PlansLearn how to access and browse all Contract Plans in QuoteCloud from the Libraries section.