Adding New Products to the Catalogue

This guide explains how to add new products to the QuoteCloud product catalogue so they become available for use in quotes, proposals, and other sales documents generated from the platform.

It’s intended for users of QuoteCloud’s sales quoting software and sales proposal software who want to centralize product data for faster, more accurate document creation.

When adding a product you can set core details such as product name, price, description and category to ensure the item is correctly represented and searchable within the catalogue.

You can also include additional metadata that makes catalogue items easier to find and use in QuoteCloud’s quote software and proposal software workflows.

Open your QuoteCloud product catalogue, select the option to create or add a product, enter the product name, price, description and category, then save the record so it becomes available for document use.

Once saved, the product is immediately usable in price tables and document templates across the platform.

Products added to the QuoteCloud catalogue are available for inclusion in the price table content block and can be used when producing quotes, proposals, and other sales documents from the platform.

They are accessible from the product picker when building documents with QuoteCloud’s quote software and proposal software features.

Yes. Catalogue items can be preloaded and organised so your sales team can quickly select pre-configured products when creating proposals and quotes, reducing repetitive data entry.

Preloading items is a common workflow in sales proposal software to speed up turnaround and maintain pricing consistency.

Yes. QuoteCloud’s document-generation features support branded templates and interactive document elements (including pricing tables), allowing catalogue items to be preloaded and included in proposals and other generated documents.

This makes it easy to build on-brand quotes and proposals using the same catalogue entries across your sales team.

Yes. QuoteCloud offers integrations with accounting and CRM applications so you can sync customer and transaction data, and send invoices created from QuoteCloud to your accounting system to reduce manual data entry.

For example, QuoteCloud integrates with popular accounting platforms to keep invoices, customers and payments aligned with your bookkeeping workflow.

Use clear product names, consistent categories, concise descriptions and accurate pricing. Apply tags or metadata where supported so items are searchable within QuoteCloud’s interface.

Good organisation improves usability of quote software and proposal software, helping sales teams locate items quickly when building documents.