Filtering Contract Plans by Category

Quickly locate Contract Plans by selecting a category from the category tree. The plan list automatically updates to display only the plans within the selected category.

FAQs

How do I filter Contract Plans by category in QuoteCloud?

Open the Contract Plans library (Libraries → Contract Plans), then click the desired category in the Categories panel (for example, Broadband). The Contract Plans table will automatically refresh to display only plans that belong to the selected category.

Where do I find the Contract Plans library in QuoteCloud?

Navigate to Libraries in the main navigation and select Contract Plans to open the Contract Plans catalogue. From there you can browse the category tree and filter plans.

Does the plan list update automatically when I select a category?

Yes. When you select a category from the category tree the Contract Plans table automatically refreshes to show only the plans in that category, so you see filtered results without manually reloading the page.

Can I select multiple categories at once or filter by subcategory?

The category tree is designed to let you focus on a specific category by clicking it. If you need to view multiple categories or complex combinations, use the search or other library filters (if available) or consult the Help Center for advanced filtering workflows.

How do I clear or change a category filter?

To change the filter, simply click a different category in the Categories panel. To clear filters, select the root or 'All' category (if present) or navigate back to the Contract Plans catalogue view. If you cannot find a clear option, open the Help Center for step‑by‑step guidance.

Can I search within a selected category to find a specific plan?

If the Contract Plans catalogue includes a search field, you can combine search terms with the selected category to narrow results. If a search box is not visible, use the Help Center to learn available search and filter options in your QuoteCloud instance.

Where can I find the Help Center and support resources for QuoteCloud?

You can access the QuoteCloud Help Center from within the application using the Help or Support link/menu (available from most pages). The Help Center contains articles, training materials, and instructions for common tasks including filtering Contract Plans.

How do I submit and track support requests related to Contract Plans or the quoting system?

Submit a support request through the Help Center or the in‑app support link. After submission you will receive a ticket or confirmation allowing you to track the progress of your request. Check the Help Center for details about response times and how to view open tickets.

Where can I check for system outages, training materials, or additional documentation for QuoteCloud (sales quoting and proposal software)?

Check the Help Center for training materials, guides, and announcements about system status. For outage notifications or ongoing service issues, look for the Status or Service Updates page in the Help Center or contact support directly. QuoteCloud also provides documentation on integrations and features of its sales quoting software and sales proposal software to help you streamline quoting and proposal workflows.