Creating Sub-Folders In The Product Catalogue
The Product Catalogue feature in QuoteCloud helps your sales team quickly add your products & services to a sales quote. Create your own product catalogue and use sub-folders to organise your different product lines.Â
By creating sub-folders your sales team will appreciate the ability to save time finding products.
QuoteCloud allows for three levels of categorisation in your product library:
- Folder
- Sub-FolderÂ
- Sub-Folder 2
- Sub-FolderÂ
To create a sub-folder, first you need to go to your Product Catalogue by selecting Content Libraries > Products from within the QuoteCloud Dashboard.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Creating Sub-Folders in the Product Catalogue - illustration 5c3b265d-c83a-45a9-bfb5-a1d09a5ec717](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_August2022%2Fadd_a_product_to_your_product_catalogue%2Fadd_a_product_to_your_product_catalogue_step_one.webp&w=3840&q=100)
From the 'Manage Product Library' Dashboard you will see the products and folders that have previously been set up (if any).
Sub-Folders are created when inputting a new product item. To do this, click on the New Item button at the bottom left of the screen.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Creating Sub-Folders in the Product Catalogue - illustration 3b8b224f-6ec7-4e58-bb4a-1443ef7a8c4f](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_September2022%2FCreating%2520Sub-Folders%2520in%2520the%2520Product%2520Catalogue%2FPicture1.webp&w=3840&q=100)
When adding a new item, once the folder has been selected from the dropdown, the Subfolder option will become active.
To create a new subfolder, select the dropdown and click Add new subfolder, as shown below.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Creating Sub-Folders in the Product Catalogue - illustration cfd48cef-d980-4bac-97e9-46a2fcf832c7](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_September2022%2FCreating%2520Sub-Folders%2520in%2520the%2520Product%2520Catalogue%2F2022-09-19_16h47_06.webp&w=3840&q=100)
Simply type in the title of your subfolder in the Subfolder Name field.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Creating Sub-Folders in the Product Catalogue - illustration a70fd20f-96c0-494b-97f3-5048aaf07fae](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_September2022%2FCreating%2520Sub-Folders%2520in%2520the%2520Product%2520Catalogue%2F2022-09-19_16h47_41.webp&w=3840&q=100)
Once the option of using subfolders has been chosen, a secondary subfolder (Subfolder 2) will appear. This is for the third level categorisation of your products.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Creating Sub-Folders in the Product Catalogue - illustration 2ccbcdcb-2375-4fcc-a611-4650e8a16818](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_September2022%2FCreating%2520Sub-Folders%2520in%2520the%2520Product%2520Catalogue%2F2022-09-19_16h47_50.webp&w=3840&q=100)
In this example the folders have been set up as per below. The subfolders in orange are also other categories that will also fall in to the subfolder 2 (3rd level).
- Homewares (1st level)
- Food (2nd level - subfolder 1)
- Breakfast (3rd level - subfolder 2)
- Lunch
- Dinner
- Dessert
- Food (2nd level - subfolder 1)
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Creating Sub-Folders in the Product Catalogue - illustration d00f970c-da73-4580-af13-f2b46af50bdf](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_September2022%2FCreating%2520Sub-Folders%2520in%2520the%2520Product%2520Catalogue%2F2022-09-19_16h48_04.webp&w=3840&q=100)
If you're unable to see your subfolder categories in the Product Library, you may need to edit the columns visible.Â
Click on the Visible Columns button to adjust.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Creating Sub-Folders in the Product Catalogue - illustration 087b4314-fcdf-4905-b83f-ac42d1154fb6](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_September2022%2FCreating%2520Sub-Folders%2520in%2520the%2520Product%2520Catalogue%2F2022-09-19_17h27_23.webp&w=3840&q=100)
Click on Subfolder and Subfolder 2 to make visible. All column fields highlighted in blue will be visible in the Library.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Creating Sub-Folders in the Product Catalogue - illustration e0d86dd4-1997-470d-b795-5634e99e3580](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_September2022%2FCreating%2520Sub-Folders%2520in%2520the%2520Product%2520Catalogue%2F2022-09-19_16h50_13.webp&w=3840&q=100)
As shown below, the new columns are now visible and filterable.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Creating Sub-Folders in the Product Catalogue - illustration da8eedc9-06ec-4425-9975-51c7dcfb9fb3](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_September2022%2FCreating%2520Sub-Folders%2520in%2520the%2520Product%2520Catalogue%2F2022-09-19_16h50_27.webp&w=3840&q=100)
Now, when in the Sales Quote Editor, the product library will be broken down in to the folders and subfolder for ease of access and usage.
![QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Creating Sub-Folders in the Product Catalogue - illustration 335ed0a8-8df4-4b3e-aec6-17fd5ec1ffa3](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_center_September2022%2FCreating%2520Sub-Folders%2520in%2520the%2520Product%2520Catalogue%2F2022-09-19_18h14_11.webp&w=3840&q=100)
Related User Guide Topics
![Add a Product to your Product Catalogue](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_192x192.webp&w=3840&q=75)
![Show/Hide Price Table Totals](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_192x192.webp&w=3840&q=75)
![Bulk Import Product Data](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_192x192.webp&w=3840&q=75)
![What is a Product Catalogue?](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_192x192.webp&w=3840&q=75)
![Creating Sub-Folders in the Product Catalogue](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_192x192.webp&w=3840&q=75)
![How to Add a Hyperlink to a Product Image in a Sales Quote Price Table](/_next/image?url=https%3A%2F%2Fs3.quote.cloud%2Fstores%2F_images%2Fhelp_192x192.webp&w=3840&q=75)