1
Start the category editing guide
Begin the walkthrough to learn how to rename and update existing product categories inside the Product Catalogue.
Editing Product Categories
This guide explains how to edit product categories in QuoteCloud, helping you manage and organise your catalogue for easier product selection in price tables.
Editing Product Categories
Learn how to rename and manage existing product categories to keep your Product Catalogue organised and easier to navigate.
Steps to edit product categories
2
Select a product category
Locate and select the product category you want to rename from the Product Categories list.
3
Open the category options menu
Click the three-dot menu beside the category name to display additional category management options.
4
Choose Rename Category
Select Rename Category from the dropdown menu to begin editing the category name.
5
Enter the new category name
In the rename modal, type the updated category name you want to apply.
6
Save the category changes
Click Save to apply the new category name and update the Product Catalogue.
7
Review the updated category list
The Product Categories panel will refresh and display the newly renamed category.
Frequently Asked Questions
What does "editing product categories" mean in QuoteCloud?
Editing product categories in QuoteCloud means updating how products are grouped and labelled in your product catalogue so users can find, filter and select items faster when building price tables and documents. Typical edits include renaming categories, moving products between categories, creating or deleting categories, and adjusting the category hierarchy to match current offerings and buyer needs — all aimed at improving your sales quoting software experience.
Why should I organise or edit product categories?
Organised categories make your catalogue easier to navigate, speed product selection in price tables, reduce errors for sales teams and customers, and support consistent pricing across quotes and proposals. Well-structured categories also improve analytics and reporting so your sales proposal software and quote software can deliver clearer insights into product performance.
Who in my organisation should manage product categories?
Product owners, catalogue managers, sales operations, or administrators typically maintain category structure in QuoteCloud. Centralising responsibility with a single team or designated owner helps keep names, mappings and hierarchy consistent with pricing, product launches and sales workflows across the business.
What are recommended best practices for organising categories?
Use clear, descriptive category names; keep the hierarchy as shallow as possible; group related items by function or buyer need; avoid overlapping categories; remove duplicates and outdated entries; and document naming rules for catalogue managers. Always test your structure in sample price tables to confirm it speeds selection rather than adding complexity to your proposal software workflows.
How often should I review or update product categories?
Review categories on a regular cadence (for many teams this is quarterly) and any time you change pricing, add or retire products, or update packaging. Also monitor user feedback and analytics from your sales quoting software to identify confusing categories or frequently moved products and adjust as needed.
Will editing categories affect existing quotes, templates or price tables?
Category changes update the product catalogue so future price tables and newly created documents reflect the new structure. Because implementations vary, review existing templates and active quotes after major reorganisations to ensure there are no unintended display or selection changes, and test in a sandbox or with sample documents when possible.
How should I structure categories to make quoting faster for sellers?
Design categories around buyer needs and common selling motions (by solution, use case, or customer type) rather than internal SKU groupings. Keep labels short and searchable, prioritise the most-used categories at the top of the hierarchy, and use attributes or tags for cross-cutting characteristics. This approach helps sales reps find items quickly in QuoteCloud, accelerating the quote and proposal creation process in your quote software.
Are there tools or processes to help manage large catalogue changes?
For large or recurring updates, document your naming rules and change process, perform bulk edits through your admin or import/export tools if available, and schedule changes during low-activity windows. Coordinate with catalogue owners and sales operations to test changes in sample price tables and communicate updates to users to avoid disruption in your sales proposal software workflows.