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.
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.
Learn how to add a product from your product catalogue to a QuoteCloud price table.
1
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
From the contextual menu, select Append Product from Catalogue. This will open a modal where you can choose products from your catalogue.
3
Use the product categories on the left or the filtering fields at the top to find the product you want to add.
4
Click the product you want to add to your price table. The selected product will appear in the panel on the right.
5
Use the plus or minus controls in the right-hand panel to adjust the product quantity if needed.
6
Once you are done, click Add to Pricing Table to insert the selected product into your price table.
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