This guide explains how to define and manage product attributes such as SKU, descriptions, and pricing in QuoteCloud, ensuring consistency across your catalogue and documents.
Setting Product Attributes | SKU, Description, Pricing & More
Setting Product Attributes
Learn how to configure important product settings including product details, categories, pricing, quantity controls, recurring costs, and SKU management.
Steps to configure product attributes
1
Start the product attributes guide
Begin the walkthrough to learn how to define key product attributes such as quantity settings, pricing, recurring costs, and more.
2
Set the Product Name
Enter the internal name of the product. This name is used to identify the item within the Product Catalogue.
3
Configure the Price Line Label
Set the name that will appear in quotes and proposals when the product is added to a pricing table.
4
Add a Price Line Note
Enter optional descriptive text that will appear beneath the Price Line Label in quotes.
5
Organise product categories
Assign the product to a Category, Subcategory, and optional additional Subcategory level to improve organisation and filtering.
6
Configure the SKU
Enter a unique SKU identifier for the product. SKUs help track and reference products during imports and exports.
7
Set quantity controls
Choose how users can enter quantities in quotes. You can allow any value or restrict quantities to preset values only.
8
Define the default quantity
Set the quantity that will automatically appear when the product is added to a quote.
9
Configure pricing details
Enter the selling price and item cost. QuoteCloud will automatically calculate the product profit and margin values.
10
Set recurring cost options
Enable recurring costs for subscription-based products and configure the billing term settings and duration in months.
Frequently Asked Questions
What are product attributes in QuoteCloud?
Product attributes are the structured pieces of data stored on every catalogue item in QuoteCloud — for example SKU, product name, short and long descriptions, pricing fields, category, tax codes and other metadata. These attributes give each item consistent, machine-readable information so quote software and proposal software can pull accurate details automatically.
By defining attributes consistently you ensure generated documents, templates and integrations all use the same source of truth, reducing manual edits and versioning errors in your sales quoting software workflows.
Why are SKUs important and how should I use them?
SKUs (Stock Keeping Units) act as the unique identifier for each product or service in your catalogue. Consistent SKUs make it easy to search, reference and maintain product records and help ensure the correct items and prices appear in quotes and proposals.
Best practice: choose a stable, predictable SKU format (for example vendor or product-family prefixes), avoid reusing SKUs, and include enough structure so SKUs are human-readable and useful for reporting, integrations and reconciliation with accounting systems.
How do product descriptions in QuoteCloud improve my documents?
Catalogue descriptions stored in QuoteCloud automatically populate proposals, itineraries and other generated documents so your quotes and customer communications stay consistent and on-brand. Clear, concise descriptions reduce the need for manual edits and lower the risk of inconsistent messaging across multiple proposals.
Tip: keep descriptions focused on benefits or key specs and use a consistent tone so every document generated by your sales proposal software looks professional and aligned with your brand.
How should I manage pricing attributes to keep quotes accurate?
Store pricing as dedicated fields on each product record so quote software and proposal software draw prices directly from the catalogue. Maintain separate fields for list price, cost, currency, unit of measure and any volume- or tier-based pricing to support accurate calculations in generated documents.
Keep price fields up to date, document effective dates for price changes, and use price rules or versioning where needed to prevent outdated rates appearing in customer-facing quotes.
Can product attributes be used in templates and generated documents?
Yes — product attributes are designed to be merged into templates and documents created with QuoteCloud’s document generation tools. When you build templates for quotes or proposals, you can reference SKU, description, pricing and custom fields so content is filled automatically at document creation time.
This capability speeds production, ensures consistency across all customer-facing collateral and makes your sales quoting software and sales proposal software more efficient by reducing manual entry.
How do product categories and tags help organize my catalogue?
Categories and tags let you group like items for easier browsing, filtering and reporting. Use hierarchical categories for broad product families and tags for cross-cutting attributes such as features, use-cases, or compliance labels.
Organized categories improve searchability in the UI, make it easier for sales teams to assemble bundles in the quote software, and support smarter template rules and pricing logic in your proposal software.
What are best practices for importing or bulk-updating product attributes?
When doing imports or bulk updates, use a consistent CSV or spreadsheet template with clearly named columns for SKU, name, description, pricing fields, category and any custom attributes. Validate data before importing — check for duplicate SKUs, missing required fields and correct currency formats.
Always test imports in a sandbox or small sample set first, and document your import process so updates to the catalogue remain repeatable and safe for your sales quoting software workflows.
How do product attributes work with integrations like QuickBooks and document generation?
Product attributes are the single source of truth that integrations (for example accounting tools like QuickBooks Online) and document generators rely on. Keeping SKUs and pricing fields current ensures invoices, financial records and generated proposals stay aligned across systems.
When configuring integrations, map SKU and price fields to the corresponding fields in your external systems, and use stable identifiers to avoid mismatches. This reduces reconciliation work and improves accuracy across your quote software, proposal software and back-office systems.