This guide explains how to set a product’s status to active or inactive in QuoteCloud, helping you manage which products are available for selection in sales documents.
Setting a Product Status to Active or Inactive
Setting a Product Status to Active or Inactive
Learn how to control whether products are available for quoting by setting their status to Active or Inactive within QuoteCloud.
Steps to change product status
1
Start the product status guide
Begin the walkthrough to learn how to change a product’s status so it can be used or hidden from new quote documents.
2
Open the Product Catalogue
Inside the pricing table, click Add Product to open the Product Catalogue and browse available products.
3
Understand Active and Inactive products
Active products are available for use in documents, while Inactive products are marked with a padlock icon and cannot be added to new quotes.
4
Open the Products Library
Navigate to Libraries and locate the product you want to update inside the Products Library.
5
Open the product action menu
Click the dropdown menu beside the selected product to display the available product status options.
6
Set the product as Active
Choose Set as Active to make the product available for use in new pricing tables and documents.
7
Optionally change the product to Draft
If the product is already active, you can quickly switch it back to Draft from the same menu.
8
Edit the product directly
Alternatively, open the product editor and use the Status dropdown inside the product form to change the product status manually.
9
Save the product changes
Click Save to apply the updated product status settings.
10
Add the active product to the pricing table
Return to the Product Catalogue, select the newly activated product, and click Add to Pricing Table.
11
Verify the product in the document
The selected product will now appear inside the pricing table and can be used within the quote document.
Frequently Asked Questions
What does setting a product status to active or inactive mean in QuoteCloud?
Setting a product status to active or inactive controls whether that product is available for selection when creating new documents in QuoteCloud. Active products show up in the product selector and can be added to quotes, proposals, and invoices; inactive products remain in your catalogue but are hidden from the selector for new documents.
Why would I mark a product as inactive?
Marking a product inactive lets you remove items from day-to-day use without deleting their records. Common reasons include discontinued lines, out-of-season items, or temporarily unavailable products. This preserves pricing, descriptions, and history for reporting and future reactivation while keeping your sales quoting software and sales proposal software interfaces uncluttered.
Does making a product inactive remove it from existing quotes, proposals, or invoices?
No. Making a product inactive only prevents it from being selected in new documents. Existing documents retain their original line items, pricing, and descriptions, so quotes, proposals, and invoices that already include the product are unaffected.
How do I change a product's status to active or inactive in QuoteCloud?
Open your product catalogue in QuoteCloud, find the product record you want to change, and use the status toggle or the product edit settings to set it to active or inactive. The exact label or placement can vary by UI version, so look for a status switch, an edit button in the product details, or a catalogue management option.
Can I reactivate a product later if I marked it inactive?
Yes. Inactive products remain stored in your product catalogue and can be reactivated at any time. Reactivating restores the product to the selector so it can be added to new quotes, proposals, and invoices created with your quote software or proposal software.
Can I change the status of multiple products at once?
Many accounts support bulk updates through catalogue bulk-edit tools, CSV import/export, or admin management screens. If your interface doesn’t show a bulk action, check the product management area or contact your QuoteCloud administrator or support for the recommended workflow.
Who can change product statuses in QuoteCloud?
Users with access to product catalogue or administrative permissions can typically change product statuses. If you don’t see the status toggle or edit option, you likely need elevated permissions—check your user role or ask your account admin to update the product or change your access level.
Will marking a product inactive affect integrations, reporting, or accounting syncs?
Inactive products are kept in the catalogue and retain historical data, so past documents and reports remain accurate. However, how integrations (for example, accounting syncs) handle inactive items can vary by integration and settings. Verify your integration rules and reporting filters to confirm whether inactive products appear in synced systems or specific reports.