This guide shows you how to add new products to the QuoteCloud catalogue, making them available for use in quotes, proposals, and sales documents.
Adding New Products to the Catalogue
Adding New Products to the Catalogue
Learn how to manually add products to your QuoteCloud Product Catalogue and organise them using categories and subcategories.
Steps to add a new product
1
Start the product guide
Begin the walkthrough to learn how to manually add items and start building your product list.
2
Choose how to add a product
There are two ways to add a new product: through the document editor or directly from the Product Library.
3
Add a product from the document editor
From the document editor, create a pricing table and click Add Product.
4
Open product management
Inside the Product Catalogue modal, select Manage.
5
Access the Product Library
You are now inside the Product Library where all catalogue items are stored and managed.
6
Open Libraries from the sidebar
Alternatively, open Libraries from the left sidebar navigation menu.
7
Click Add Product
Inside the Products Library, click Add Product to create a new item.
8
Complete the product form
Enter the product details including Product Name, Price Line Label, and an optional Price Line Note before continuing to the Category section.
9
Create a new category
To create a new category, type the category name into the field and select Create "[Category Name]" Category from the dropdown menu.
10
Add a subcategory
Use the same process to create and assign a subcategory for the product.
11
Select existing categories
If the category already exists, select it directly from the dropdown list instead of creating a new one.
12
Organise product classification
Products can be organised using multiple classification levels including Category, Subcategory, and additional nested Subcategories for more specific grouping.
13
Save the product
Click Save to apply the selected categories and update the product details.
14
Verify the product listing
The updated item will now appear in the product list under the selected category.
Frequently Asked Questions
What does "Adding New Products to the Catalogue" in QuoteCloud cover?
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.
Which product details can I set when adding an item to the catalogue?
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.
How do I add a new product to the QuoteCloud catalogue?
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.
Where will products added to the catalogue appear?
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.
Can I preload catalogue items for faster proposal creation?
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.
Can I use product catalogue items in QuoteCloud templates and generated documents?
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.
Does QuoteCloud integrate with accounting tools or CRM systems?
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.
How should I organise products in the catalogue so they are easy to find?
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.