Configuring the Product Catalogue Layout
Personalize your Product Catalogue by choosing which columns to display and arranging them in the order that best suits your workflow.
Steps to configure the Product Catalogue layout
Open the layout editor
Click the Layout (filter/sliders) icon located in the top-right corner of the Product Catalogue to open the Product Table Layout Editor .Show or hide columns
Use the toggle switches beside each column name to control whether that column is displayed in the Product Catalogue table.Reorder the columns
Drag and drop the column names in the right-hand panel to rearrange the order in which columns appear in the Product Catalogue.Save your changes
Click Save to apply your layout configuration and update the Product Catalogue.Review the updated layout
The Product Catalogue will refresh using your selected columns and preferred column order.
FAQs
How do I open the Product Table Layout Editor in QuoteCloud?
Open your Product Catalogue and click the Layout icon (the filter/sliders icon) in the top-right corner of the table. That opens the Product Table Layout Editor so you can configure which columns are visible and their order.
How do I show or hide columns in the Product Catalogue?
In the Product Table Layout Editor use the toggle switches beside each column name to show or hide that column in the table. This lets you display only the product fields you need when working in your sales quoting software or quote software workflows.
How can I reorder columns in the Product Catalogue table?
Use the right-hand panel in the Layout Editor to drag and drop column names into the order you prefer. The table will reflect that order after you save — making it faster to find and add items when preparing quotes or proposals.
How do I save my layout changes and apply them to the Product Catalogue?
After adjusting toggles and reordering columns, click Save in the Layout Editor. The Product Catalogue will refresh immediately using your selected columns and preferred order so your new view is applied to the current interface.
Will my customized catalogue layout affect how products appear in quotes or proposals?
Yes. Personalising the Product Catalogue helps you surface the most relevant fields when selecting items for quotes and proposals. A tailored table view speeds up item selection and improves accuracy when using QuoteCloud as your sales proposal software or proposal software tool.
What should I do if the Help Center doesn't open from QuoteCloud?
First try basic troubleshooting: disable any pop-up blockers, refresh the page, or try a different browser. If the Help Center still won’t load, clear your browser cache and cookies or contact QuoteCloud support directly to submit a request for assistance.
Can I access the Help Center from any page in QuoteCloud?
Yes. The Help Center is accessible from within QuoteCloud so you can get documentation, training materials, and support guidance no matter which page you’re working on in the app.
Where can I check for system outages or service issues affecting QuoteCloud?
To check for outages or service issues, visit the Help Center or the product status page (if available) and look for announcements or status updates. If you don’t find current information there, submit a support request so the team can confirm any known issues and provide timelines.