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 | QuoteCloud Guide - FAQ
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.
Which product details can I set when adding an item to the catalogue?
When adding a product you can set core details such as prices, descriptions, and categories to ensure the item is correctly represented and searchable within the catalogue.
Where will products added to the catalogue appear?
Products added to the QuoteCloud catalogue are available for inclusion in the price table content block when producing quotes, proposals, and sales documents generated from the platform.
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) included in proposals and other documents.
Does QuoteCloud integrate with accounting tools or CRM's?
QuoteCloud offers an integration with accounting and CRM software applications—such as syncing customer and transaction data and sending invoices created from QuoteCloud—helping reduce manual data entry.