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
Using Product Categories and Tags for Easy Navigation — FAQ
What are product categories and tags in QuoteCloud?
Product categories and tags are organisational tools in QuoteCloud used to group and label products within your product catalogue. They help simplify navigation, improve catalogue structure, and make products easier to find when building documents.
How do categories and tags simplify catalogue navigation?
Categories group related products while tags add descriptive labels, enabling quicker filtering and browsing of the catalogue. Together they reduce the time needed to locate relevant products and streamline selection when creating quotes, proposals, or itineraries.
Will using categories and tags speed up adding products to documents?
Yes. By organising products with clear categories and tags, you can more quickly filter and select the right items to add to documents, which speeds up document creation and reduces manual searching.
Can I filter products by category or tag when creating quotes and proposals?
Yes. Categories and tags are intended to support finding and filtering products while assembling documents, making it easier to add the correct items to quotes, proposals, or other generated documents.
Are categories and tags useful across industries and templates?
Yes. Organising products with categories and tags helps keep your catalogue consistent and discoverable across industry-specific offerings, document templates, and different use cases supported by QuoteCloud.