Searching and Filtering Products During Quoting
This guide shows you how to search and filter products while creating quotes in QuoteCloud, helping you find the right items quickly and accurately.
Steps to search and filter products
Start the product search guide
Begin the walkthrough to learn how to search and filter products while adding items to your pricing table.Open the Product Catalogue
Open the Product Catalogue modal directly from the Pricing Table inside your quote document.Add a product to the quote
Click the Add Product button to browse and insert products from your Product Catalogue.Browse product categories
Use the category panel to explore product categories and begin filtering the available product list.Filter products by category
Select a product category from the left sidebar to narrow the displayed products to a more relevant set of items.View filtered results
Once a category is selected, the chosen category will be highlighted and the product list will update automatically.Search for specific products
Use the search field above the product list to quickly locate products by name after applying category filters.Combine filters and search
The displayed products will automatically match both the selected category filters and your entered search term.Add selected products
Select the products you want to include in the pricing table and click Add to Pricing Table .Review the pricing table
The selected products will appear directly in your pricing table and update the quote totals automatically.
FAQs
What is "Searching and Filtering Products During Quoting" in QuoteCloud?
"Searching and Filtering Products During Quoting" is a QuoteCloud user guide that explains how to quickly find and narrow down products while you build a quote. It covers using the integrated product catalogue, search bar and filter tools so sales teams can locate the right items with accuracy.
This guidance is designed for users of sales quoting software and sales proposal software who want to speed up quote creation and reduce errors.
Where can I find step-by-step instructions for searching and filtering products?
Step-by-step instructions are available on the QuoteCloud user guide page titled "Searching and Filtering Products During Quoting." That page provides task-focused walkthroughs for using the product catalogue during quoting.
For broader context, see QuoteCloud's Product Overview documentation and the AI Co‑Worker documentation for AI-assisted workflows that enhance search and selection.
Will searching and filtering products speed up my quoting process?
Yes. Efficient search and filter tools in QuoteCloud's product catalogue reduce the time spent locating items, which shortens quote creation time and lowers the chance of selecting incorrect or outdated products.
Using precise search terms, relevant filters and AI suggestions (when available) helps streamline quote assembly and improves accuracy in your quote software or proposal software workflows.
Does QuoteCloud include a product catalogue for use during quoting?
Yes. QuoteCloud provides an integrated product catalogue you can browse, search and filter while creating quotes. The catalogue is the central place to select products for inclusion in quotes and proposals.
Refer to the Product Overview documentation for details on catalogue structure, custom fields and how catalogue items map into your quote and proposal software templates.
Can I use QuoteCloud's AI features when searching for products?
QuoteCloud references an AI Co‑Worker feature that can assist with product suggestions and search refinement where enabled. AI assistance helps surface relevant items faster and can recommend alternatives or bundles while you build quotes.
Consult the AI Co‑Worker documentation to learn which AI features are available in your plan and how to enable them during quoting.
What search and filter tips should I use to find products faster?
Use precise keywords such as SKU, product name or model number in the search box, and combine those terms with filters like category, price range, stock status or custom catalogue fields to narrow results quickly.
When available, leverage AI suggestions and saved filter views for recurring product mixes—these are time-saving techniques commonly used in modern quote software and proposal software.
How do I add a product I found to my quote?
After locating the product in the product catalogue results, select the item and choose the option to add it to the current quote or proposal document. You can typically adjust quantity, pricing and any optional configurations before inserting the line item.
Step-by-step add-to-quote instructions are provided on the Searching and Filtering Products During Quoting guide page and in the Product Overview documentation.
Can product searches in QuoteCloud integrate with accounting systems like QuickBooks?
Yes—QuoteCloud supports integrations that bring quoting and catalogue data into your accounting workflows. For example, QuoteCloud's QuickBooks Online integration syncs customers, transactions and invoices so quote data flows into accounting automatically.
Check the QuoteCloud with QuickBooks Online documentation for setup steps and best practices to keep your quote-to-cash process aligned across sales quoting software and accounting systems.