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.
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FAQs: Adding Products to a Price Table
What does adding products to a price table involve?
It means inserting items from your product catalogue into the price table of a sales quote. Each product automatically brings in its details such as name, description, and price.
How can I add a product to the price table?
In the pricing section of the sales quote editor, use the Products option to search or browse your catalogue. Then drag and drop or click to insert the product directly into the table.
Can I add multiple products at the same time?
Yes. Instead of adding them one by one, you can select multiple products from your catalogue and insert them into the table in one action. This saves time when building larger quotes. For guidance, see more information.
What details are imported when I add a product?
The product name, description, and pricing information from the catalogue are automatically included. You can still adjust details like quantity, discounts, or notes after adding.
Why should I use the product catalogue instead of manual entry?
Using the catalogue ensures accuracy, consistency, and efficiency. It reduces manual typing, applies standardized pricing, and keeps all product details up to date across quotes.
Can I organize added products for better readability?
Yes. You can group products into sections or subheadings in the price table, making it easier for clients to understand your offer. For details, see more information.