Add Multiple Products to a Price Table in One Action
QuoteCloud lets you add several products from your catalogue into a price table at once. This guide shows you how to search, select, and insert multiple products in one action for faster document creation.
Steps to add multiple products
Open the product catalogue
Hover over your price table block and click Add Product to insert products from your product catalogue.Select a product
Click the product you want to insert into your price table.Select additional products
Click each additional product you want to include. Selected products are marked using the checkbox on the left of each list item.Review selected products
Your selected products will appear in the panel on the right, allowing you to review your choices before adding them.Select or deselect all products
Use the checkbox at the top of the list to quickly select or deselect all products in the list.Add products to the price table
Once you have finished selecting products, click Add to Pricing Table to insert them into your price table.Confirm the products were added
All selected products will be added to your price table, including their images and product details.
FAQs
What does the "Add Multiple Products to a Price Table in One Action" feature allow me to do?
This feature lets you select and insert several products from your QuoteCloud product catalogue into a price table with a single action, instead of adding items one-by-one. It streamlines document creation in your sales quoting software by grouping selection and insertion into a fast, repeatable workflow.
How do I add multiple products to a price table at once?
Open the price table in your sales quote or proposal, choose the option to add from the product catalogue, then search and select multiple products. Confirm your selection and QuoteCloud will insert all chosen products into the table in one action, speeding up quote and proposal creation within your sales proposal software.
Can I search or filter my product catalogue before adding multiple products?
Yes. The bulk-add workflow supports searching and selecting products from your product catalogue so you can find exact items before performing the bulk add. This makes the process efficient for large catalogues when using quote software or proposal software.
Can I edit products after they are added to the price table?
Yes. After importing multiple products into the price table you can edit quantities, descriptions, prices and other line-item fields directly in the table to tailor the quote or proposal to a customer's needs.
Does adding multiple products at once keep my pricing consistent?
Yes. Because products are pulled directly from your QuoteCloud product catalogue, bulk-adding helps maintain consistent pricing and product details across quotes and proposals created with your sales proposal software or quote software.
Can I add products to an existing price table or only to a new table?
You can add multiple products into the price table you are currently editing—whether it's an existing table in a draft quote or a new table you just inserted. The feature is designed to speed up updates and document creation across your sales quoting software workflows.
How does bulk-adding products improve quoting and proposal workflows?
Bulk-adding reduces repetitive data entry, speeds document assembly, and ensures consistent product information across documents. This improves efficiency for teams using sales quoting software and proposal software, letting reps produce accurate quotes and proposals faster.
Are there limits to how many products I can add at once?
Limits may depend on your QuoteCloud plan, account settings, or catalogue size. If you expect to add very large batches, check your account documentation or contact QuoteCloud support for plan-specific limits and best practices.