This guide explains how to use product categories and tags in QuoteCloud to simplify navigation, improve organisation, and speed up product selection in documents.
Using Product Categories and Tags for Easy Navigation
Defining Product Categories and Subcategories
Learn how to organise your products using categories and subcategories to improve filtering, navigation, and product management in QuoteCloud.
Steps to define and manage categories
1
Start the categories guide
Begin the walkthrough to learn how to use product categories, subcategories, and tags inside the Product Catalogue.
2
Expand Product Categories
Open the Product Categories panel to display all top-level categories available in the catalogue.
3
Understand the benefits of categories
Categories help organise products clearly, save time when searching, and improve overall catalogue management.
4
Filter products by category
Select a category from the sidebar to filter the product list and display only items that belong to that category.
5
Narrow down product results
Categories make it easier to browse smaller, more relevant sets of products instead of searching through the full library.
6
Begin editing categories
Once you understand how to navigate and filter products, you can begin editing product categories and subcategories.
7
Open the category menu
Click the three-dot menu beside a category or subcategory and select Rename Category.
8
Rename the category
Enter the new category name inside the rename modal.
9
Save category changes
Click Save to apply the updated category name.
10
Verify the updated category
The category list will refresh and display the newly renamed category.
11
Use categories in the document editor
Defined categories and subcategories make it easier to add products from the document editor.
12
Browse grouped products
Products are automatically grouped logically under their assigned categories and subcategories for faster browsing.
Frequently Asked Questions
What are product categories and tags in QuoteCloud?
Product categories and tags are organisational tools in QuoteCloud that let you group (categories) and label (tags) items inside your product catalogue so they’re easier to find, filter and manage when building quotes, proposals or itineraries.
How do categories and tags simplify catalogue navigation?
Categories create logical product groups while tags add descriptive labels. Used together they enable fast browsing and precise filtering so users can quickly surface the right items without scrolling through the entire catalogue, improving discoverability in your quote software or proposal software workflows.
Will using categories and tags speed up adding products to documents?
Yes. Clear categories and tags let you filter and select relevant products in seconds, reducing manual search time and speeding up the creation of quotes, proposals and other generated documents within sales quoting software and sales proposal software.
Can I filter products by category or tag when creating quotes and proposals?
Yes. QuoteCloud supports filtering by both categories and tags at the point of product selection, making it simple to narrow results and add the correct items directly into your documents in your quote software or proposal software.
How do I create and manage categories and tags in QuoteCloud?
Within your QuoteCloud product catalogue you can add, edit and remove categories and tags using the catalogue management tools. Create broad categories for product groups and apply multiple tags to individual items for flexible filtering. Use the catalogue management view to bulk-edit or update tags and categories as your catalogue evolves.
What are best practices for naming categories and tags?
Use short, consistent names and a predictable structure so everyone on your team searches the same way. Prefer broad, mutually exclusive categories (for example: Hardware, Services) and descriptive tags (for example: Premium, Onsite, Recurring). Avoid duplicate or ambiguous tags, limit the number of tags per item to what’s useful, and document naming conventions so your quote software and proposal software remain consistent across users and templates.
Are categories and tags useful across industries and templates?
Absolutely—organising products with categories and tags keeps your catalogue consistent and discoverable across different industries, document templates and use cases supported by QuoteCloud. The same structure works for travel itineraries, professional services, retail items and more.
How do categories and tags help teams using sales quoting software or sales proposal software?
Categories and tags speed up product selection, reduce errors, and ensure proposals and quotes show only relevant options to clients. For sales teams this means faster response times, fewer manual edits, and more consistent client-facing documents—whether you’re using QuoteCloud as your quote software or proposal software.