Getting started with QuoteCloud

Keep QuoteCloud's catalogue in step with yours

Your shop or ERP stays the source of truth. Products are created and updated in QuoteCloud by SKU, so every quote prices from the same catalogue.

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QuoteCloud's product actions keep its product library in step with your own catalogue. Create Product adds or updates a product with its SKU, name, folder, price and images; Find Product finds an active one by exact SKU or ID; List Products pages through the library. The Product Changed trigger reports changes made in QuoteCloud. Product Library is on Essentials.

Last reviewed by the QuoteCloud team

Tanbark Trade Supply's QuoteCloud product library, synced from its own catalogue by SKU, sample data: 12 oz double-wall hot cups TT-CUP12 at $68 a carton of 500, 90 mm sip lids, kraft takeaway boxes, kraft bags, dinner napkins (all active) and nitrile gloves (draft), with categories, cost and margin.

Why sync the catalogue at all?

Tanbark Trade Supply changes trade prices every quarter in its own system. When QuoteCloud's product library is a copy someone updates by hand, a rep sooner or later quotes last quarter's price on a 40-carton order.

With a sync, Tanbark's system sends each changed product to QuoteCloud by SKU. Reps add products to a quote from the library as usual, at today's price, with the description and image Tanbark's shop uses.

  • Your system stays the source of truth; QuoteCloud follows it by SKU.
  • Lock the price or label so reps can't edit them in a quote.
  • Prefer a file? The user guide's CSV import loads a whole list.

What does a product call carry?

Create Product adds a product, or updates one when you pass its QuoteCloud product ID. It carries the product's unique short name, folder and sub folders, the line-item name your client sees, SKU, description, price, published or draft, default quantity, term pricing, up to five images and the locks.

Find or Create Product finds a product by exact SKU, or creates it when there's no match. List Products pages through the library, up to 100 at a time, with a cursor.

  • Key everything on SKU, and keep short names unique.
  • Images: public JPG, PNG, GIF, SVG or WebP URLs up to 15 MB.
  • Page through with Next Page Cursor; don't assume one page holds everything.

Product Library and API & Zapier: Essentials and up

Your catalogue serviceTanbark Trade Supply Sample code
Illustrative

One product

// Illustrative: one product, keyed by SKU.// Keys follow Create Product's fields in QuoteCloud's Zapier app.{  "productShortName": "TT-CUP12",  "folderName": "Cups & lids",  "label": "12 oz double-wall hot cup, kraft",  "sku": "TT-CUP12",  "description": "Carton of 500. Fits the 90 mm sip lid.",  "price": 68.00,  "published": true,  "recipientsCanEditQuantity": true,  "termBasedPricing": false,  "defaultQuantity": 1,  "lockPricingValue": true,  "imageUrl1": "https://tanbark.example.com/img/tt-cup12.jpg"}

Page through the catalogue

# Illustrative: page through the catalogue, 100 at a time.# List Products takes a product state, a page size (1 to 100)# and the Next Page Cursor from the previous page.POST {QUOTECLOUD_API_URL}{ "productState": "<active>", "pageSize": 100 }POST {QUOTECLOUD_API_URL}{ "productState": "<active>", "pageSize": 100,  "pageCursor": "{NEXT_PAGE_CURSOR}" }

Illustrative. Keys stand for Create Product's fields in QuoteCloud's Zapier app: Product Short Name (Unique), Folder Name, Pricing Table Line Item Name, Product SKU, Description, Price, Published Product, Recipients Can Edit Quantity, Term Based Pricing, Product Default Quantity, Lock Pricing Value and Product Image 1.

Which catalogue field goes where?

Tanbark's product record, and the QuoteCloud product field each value fills.

Catalogue fields and the QuoteCloud product fields they fill
Your catalogue: Your catalogue fieldDirectionQuoteCloud: QuoteCloud product fieldGoes intoExample (sample data)Note
Identity (Create Product, Find or Create Product)
sku Your catalogue to QuoteCloud Product SKU Product field TT-CUP12 Find Product and Find or Create Product match it exactly.
code Your catalogue to QuoteCloud Product Short Name (Unique) Product field TT-CUP12 Keep it unique so updates find the product.
category Your catalogue to QuoteCloud Folder Name, Sub Folder Product field Cups & lids
What the client sees in the price table
title Your catalogue to QuoteCloud Pricing Table Line Item Name Product field 12 oz double-wall hot cup, kraft
description Your catalogue to QuoteCloud Description Product field Carton of 500. Fits the 90 mm sip lid.
trade_price Your catalogue to QuoteCloud Price Product field $68.00
image_url Your catalogue to QuoteCloud Product Image 1 Product field tanbark.example.com/img/tt-cup12.jpg
Rules
status Your catalogue to QuoteCloud Published Product Product field Yes (Active)
fixed_price Your catalogue to QuoteCloud Lock Pricing Value Product field Yes Reps can't change the price in a quote.
QuoteCloud change QuoteCloud to Your catalogue Product Changed Trigger TT-GLVM set to draft Back to your system through a Zap.

Field names are Create Product's in QuoteCloud's Zapier app. All values are sample data.

Can a spreadsheet drive the catalogue?

If your price list lives in Google Sheets, a Zap keeps QuoteCloud in step without code.

ZapPrice list row: add or update the product

  1. When Google SheetsTriggerNew or Updated Spreadsheet RowAny new product, or a changed price, on the price list sheet.Passes on
    • SKU
    • Name
    • Category
    • Price
    • Status
  2. Then QuoteCloudSearchFind or Create ProductFinds the product by exact SKU, or creates it.Searches on
    • Product SKU
    • Product Short Name (Unique)
    • Folder Name
    • Price
  3. Then QuoteCloudActionCreate ProductWith the product ID from the step before, it updates the price and details.Mapped in
    • QuoteCloud Product Id
    • Price
    • Description
    • Published Product

Your own system can make the same two calls through the API. Make works as a bring-your-own scenario.

Dev Malhotra updates the cup prices on Tanbark's price list on the first of the quarter. By the time the reps open QuoteCloud, every quote they start uses the new price.

Result

One price list, and a QuoteCloud library that follows it product by product.

QuoteCloud's Zapier app: Essentials and up

QuoteCloud for wholesalers QuoteCloud and Google Sheets

Before you switch the sync on

  • Decide the source of truth

    Sync one way, from your system to QuoteCloud, and make price changes there. Product Changed tells you when someone edits a product in QuoteCloud instead.

  • Page through, don't assume

    List Products returns a bounded page of 1 to 100 products and a cursor for the next one. Find Product only finds active products.

  • Products don't fill a quote

    Products sent from your system sit in the library for reps to add. To price a document from your data, send price-table rows in the create call.

Try it on a copy of your catalogue

Start a free 14-day trial and sync a handful of products before you point it at the whole list.

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Sync your catalogue in four steps

  1. Set up the folders

    Create the folders your products belong in, matching your categories, in QuoteCloud's product library.

  2. Load the first copy

    Import the current list once by CSV, or run Find or Create Product for each SKU.

  3. Send each change

    When a product changes in your system, send it with Create Product and its QuoteCloud product ID.

  4. Watch the other way

    Optionally, a Zap on Product Changed tells your system when someone edits a product in QuoteCloud.

Catalogue sync questions

Can I add products to QuoteCloud through the API?

Yes. Create Product adds a product to QuoteCloud's product library, or updates it when you pass its QuoteCloud product ID, with its SKU, names, folder, description, price, images and locks. Find or Create Product finds a product by exact SKU or creates it. Product Library is on Essentials and up.

How do I find a product by SKU?

Find Product finds active QuoteCloud products by exact SKU or by product ID: choose which in Search By, then give the exact value. Find or Create Product also matches an exact SKU and creates the product when nothing matches, which suits a first-time sync.

Can my system hear when someone edits a product in QuoteCloud?

Yes, through Zapier. QuoteCloud's Product Changed trigger fires when a product is created, updated, activated or deactivated, and you can limit it to one kind of change. A Zap can pass it to your system with Webhooks by Zapier or update a spreadsheet directly.

Do products I send appear in quotes automatically?

No. Products you send sit in the product library for your team to add to a quote. To price a document from your own data, send price-table rows in the call that creates the document, with each row's label, quantity and price.

More API questions

More you can build

Create documents, react to events, put QuoteCloud behind your website.

One catalogue. Every quote at today's price.

Start a free 14-day trial and sync your first products by SKU.

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