Using Filters in the Product Catalogue

Filters in the QuoteCloud product catalogue are criteria-based tools that let you narrow, sort and refine the full product list so you can quickly find the items you need. By applying one or more filter conditions (for example category, price range, tag, or attribute) you reduce clutter and display only relevant products for quoting, proposals or catalogue maintenance.

Using filters speeds up catalog navigation and keeps product lists consistent across your team. Filters reduce the time spent hunting through large inventories, help you locate groups of products that share attributes, and improve accuracy when building quotes or proposals. For teams using sales quoting software or sales proposal software, filters make it easier to enforce pricing rules and product inclusion standards.

Filters surface only the products you need when assembling quotes, proposals or other documents, eliminating irrelevant items and lowering manual selection time. This streamlined view helps authors assemble documents faster, ensures consistency in product selection and pricing, and integrates smoothly with quote software or proposal software workflows to reduce errors.

Smart Views are saved combinations of filters that let you return to a specific subset of your product catalogue instantly. To create one, apply the filters you want (for example product type + region + price band), then save that configuration as a Smart View and give it a clear name. The saved Smart View can be reused whenever you need the same filtered set without rebuilding the filters each time.

Yes. QuoteCloud lets you save frequently used filter combinations as Smart Views for quick access. Saved Smart Views can typically be edited to update criteria or rename them. Depending on your organisation’s permissions, admins can make Smart Views available to other team members so sales, proposals and operations teams use the same filtered product sets.

Use clear, consistent naming (e.g., “UK_Residential_Packages” or “Q1_Discounted_Items”), include creator or date in the name if helpful, and group views by function (sales, pricing, templates). Keep filters as simple as possible—combine only the attributes you need—and periodically review saved Smart Views to retire or update obsolete ones. These practices make your quote software and proposal software workflows faster and less error-prone.

Sales teams, proposal writers, pricing managers, and catalogue administrators gain the most benefit. Filters and Smart Views help account executives build quicker, more accurate quotes; proposal teams maintain consistent offerings across clients; and product or pricing managers ensure standardisation. Any organisation using quote software or proposal software will see efficiency and accuracy improvements.

First, clear or step through each filter to identify which criterion is hiding the product. Check product attributes and tags to confirm they match filter values, and verify date or region limits if used. Ensure you have permission to view all catalogue sections (some items may be restricted by role). If a saved Smart View isn’t showing expected items, edit the view to confirm the underlying filters are current, or contact your QuoteCloud admin for assistance.