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
Frequently Asked Questions (FAQs) - Setting Product Attributes | SKU, Description, Pricing & More
What are product attributes in QuoteCloud?
Product attributes are the key pieces of data you store for each catalogue item in QuoteCloud — for example SKU, product name, description and pricing. Defining these attributes consistently ensures accurate product data across your catalogue and any generated quotes, proposals or documents.
Why are SKUs important and how should I use them?
SKUs act as the unique identifier for each product or service in your catalogue. Consistent SKUs make it easier to search, reference and maintain product records, and they help ensure the correct items and prices appear in quotes and documents generated from your catalogue.
How do product descriptions in QuoteCloud improve my documents?
Clear, consistent product descriptions provide users with the information they need and help maintain a professional, brand-aligned appearance in proposals and itineraries. When descriptions are maintained in the catalogue, they automatically populate documents created with QuoteCloud’s document generation tools, reducing manual edits and versioning issues.
How should I manage pricing attributes to keep quotes accurate?
Store pricing as part of each product’s attributes so quotes and proposals draw directly from your catalogue. Keeping price fields up to date in the catalogue ensures generated documents and any downstream workflows reflect current rates and maintain consistency across customer communications.
Can product attributes be used in templates and generated documents?
Yes. Attributes defined in your product catalogue are used by QuoteCloud’s document generation and template features so that SKUs, descriptions, pricing and other details populate automatically into quotes, proposals and itineraries.
Are templates or other tools available to help standardise product data?
QuoteCloud provides template and document tools to help standardise how product information appears in client-facing documents. Using templates ensures catalogue attributes are presented consistently across quotes, proposals and other generated materials. Learn more about document features on the QuoteCloud Document Generation page.
Can QuoteCloud help automate or speed up product attribute setup?
QuoteCloud includes features and integrations designed to streamline catalogue and document workflows. For assistance with automating tasks or speeding up setup, see the AI Co‑Worker and Product Overview resources to learn about available capabilities and integrations.
Where can I get more information or support for configuring product attributes?
For a broader introduction, visit the QuoteCloud Product Overview. To explore integrations and document workflows that use product attributes, see the Document Generation and QuickBooks Online integration pages. If you need step-by-step help, consult QuoteCloud’s getting started materials or contact support.