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.
Adding Multiple Products from Your Product Catalogue to a Price Table in One Action — FAQ
What does this feature allow me to do?
This feature lets you add several products from your product catalogue into a price table at the same time. It saves time by eliminating the need to add products one by one.
How do I add multiple products at once?
Open the price table in your sales quote, choose the option to add from the product catalogue, then select multiple products. Once confirmed, they will all be inserted into the table in one action.
Can I edit products after they are added to the price table?
Yes. After importing multiple products, you can still edit quantities, descriptions, or prices within the table to suit the specific sales quote.
Why is this feature useful?
It improves efficiency when building quotes that include many products, reduces errors from repeated manual entry, and ensures pricing consistency by pulling directly from the product catalogue.
Want to learn how to group or organize line items once they are added?
For guidance on grouping price line items under subheadings, see more information.