Add Products to a Price Table

QuoteCloud allows you to quickly insert products from your catalogue into a price table. This guide explains how to search, select, and place products for accurate and efficient quoting.

Adding Products to a Price Table

Learn how to add a product from your product catalogue to a QuoteCloud price table.

Steps to add a product

1

Choose where to add the product

Hover over the price table and click the option at the bottom of the line items, or right-click an existing line item to open the contextual menu.

2

Select Append Product from Catalogue

From the contextual menu, select Append Product from Catalogue. This will open a modal where you can choose products from your catalogue.

3

Browse or filter products

Use the product categories on the left or the filtering fields at the top to find the product you want to add.

4

Select the product

Click the product you want to add to your price table. The selected product will appear in the panel on the right.

5

Adjust the quantity

Use the plus or minus controls in the right-hand panel to adjust the product quantity if needed.

6

Add the product to the price table

Once you are done, click Add to Pricing Table to insert the selected product into your price table.

Summary

You have successfully added a product from your catalogue to your price table!

This helps you quickly insert catalogue products into QuoteCloud pricing tables while keeping product details, pricing, and quantities organized.

FAQs