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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.
Frequently Asked Questions
What does the "Add Multiple Products to a Price Table in One Action" feature allow me to do?
The feature lets you select and insert several products from your QuoteCloud product catalogue into a price table in one single action instead of adding items one-by-one. This streamlines document creation in your sales quoting software by grouping selection and insertion into a fast, repeatable workflow.
How do I add multiple products to a price table at once?
Open the price table in your sales quote, choose the option to add from the product catalogue, then search and select multiple products. Confirm your selection and QuoteCloud will insert all chosen products into the table in one action, speeding up quote and proposal creation within your proposal software.
Can I search or filter my product catalogue before adding multiple products?
Yes. The bulk-add workflow supports searching and selecting products from your product catalogue so you can find the exact items you want to insert before performing the bulk add, making the process efficient for large catalogues in quote software.
Can I edit products after they are added to the price table?
Yes. After importing multiple products into the price table you can still edit quantities, descriptions, prices and other line-item fields directly in the table to tailor the quote or proposal to a customer’s needs.
Does adding multiple products at once keep my pricing consistent?
Yes. Because products are pulled directly from your QuoteCloud product catalogue, bulk-adding helps maintain consistent pricing and product details across quotes and proposals created with your sales proposal software.
Why is adding multiple products at once useful?
Bulk-adding saves time when building quotes with many line items, reduces repetitive manual entry that can introduce errors, and improves overall quoting efficiency — benefits that help teams using sales quoting software and proposal software close deals faster.
How can I group or organize line items once they are added to the price table?
QuoteCloud supports grouping and organizing line items within the price table so you can arrange related products into sections or categories, improving readability and helping prospects review options more easily in your quote or proposal.
Will this feature work with my accounting or invoicing integrations like QuickBooks Online?
Yes. QuoteCloud integrates with tools such as QuickBooks Online, so quotes and product data you create—including price tables populated via bulk-add—can flow into your accounting and invoicing workflows to reduce manual data entry and improve financial accuracy.