This guide explains how to set up product categories and subcategories in QuoteCloud, helping you structure your catalogue for easier browsing and faster quoting.
Defining Product Categories and Subcategories
Frequently Asked Questions (FAQs) - Defining Product Categories and Subcategories
What are product categories and subcategories in QuoteCloud?
Product categories and subcategories are a way to organise your QuoteCloud catalogue into logical groups. They help structure products and services so users can browse the catalogue more easily and assemble quotes and documents more quickly.
Why should I organise my catalogue with categories and subcategories?
Organising your catalogue simplifies navigation for sales teams and customers, reduces time spent searching for items, and streamlines document and quote creation. A clear category structure also supports consistent use of templates and faster proposal assembly.
How do categories and subcategories improve quoting and document generation?
By grouping related items, categories make it faster to find and add the correct products or services to a quote or proposal. This reduces manual searching and helps the document generation workflow produce accurate, branded documents more efficiently.
What are some best practices for defining categories and subcategories?
Keep names clear and customer-facing, use a logical hierarchy (broad categories with specific subcategories), avoid excessive depth, and align categories with how your sales team and customers search. Consistency in naming and structure makes browsing and automation more effective.