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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.
Frequently Asked Questions
What does adding products to a price table involve?
Adding products to a QuoteCloud price table means inserting items directly from your product catalogue into the pricing section of a sales quote or proposal. Each product brings its catalogue-driven details—product name, description and price—so your price table reflects accurate, up-to-date information without manual re-entry.
How can I add a product to the price table in QuoteCloud?
Open the pricing area of the sales quote or proposal editor and choose the Products option to search or browse your catalogue. From there you can click to insert a product into the price table or use drag-and-drop to place items exactly where you want them in the table, speeding up quote creation in your sales quoting software.
Can I add multiple products to a price table at once?
Yes. QuoteCloud lets you select multiple catalogue items and insert them into the price table in a single action. This bulk insertion saves time when building larger quotes or complex proposals and is especially helpful when using quote software for recurring bundles or frequent product sets.
What product details are imported when I add an item to the price table?
When you add a product, QuoteCloud imports core catalogue fields such as product name, description and pricing information. After insertion you can still edit quote-level fields like quantity, applied discounts, line notes and other custom fields to tailor the line item for that specific proposal or sales opportunity.
Why should I use the product catalogue instead of entering items manually?
Using the product catalogue ensures accuracy, consistency and speed across all quotes and proposals. Catalogue-driven items reduce manual typing errors, apply standardized pricing and descriptions, and make it easy to keep every quote up to date with the latest product data—an essential benefit for any sales proposal software or quote software workflow.
Can I organize added products to improve readability for customers?
Yes. You can group products into sections or add subheadings inside the price table to clarify bundles, service groups or line-item categories. Reordering items, adding headings and using descriptive line notes helps create clearer, more professional proposals that improve customer understanding and conversion.
Can I edit prices or other fields after inserting catalogue items into the price table?
Absolutely. After inserting a catalogue item you can adjust editable fields on the quote—quantity, discounts, unit price (if permitted), and custom line fields—so each proposal reflects the negotiated terms. For permanent pricing changes, update the master product catalogue to keep future quotes consistent.
Will products added to a price table work with integrations like QuickBooks Online?
If you have QuoteCloud connected to an accounting integration such as QuickBooks Online, quotes and invoices generated from your price tables can be synced to your accounting system. This streamlines invoicing and financial reporting by carrying catalogue-driven items from your sales proposal software into your bookkeeping workflow—check your integration settings to confirm how line-item data is mapped.