Setting Product Attributes | SKU, Description, Pricing & More

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.

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.

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.

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up to date, document effective dates for price changes, and use price rules or versioning where needed to prevent outdated rates appearing in customer-facing quotes.

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.

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.

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.

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.