This guide introduces the Product Catalogue in QuoteCloud, explaining its purpose, features, and how it helps organise products for quick use in quotes and proposals.
Introduction to the Product Catalogue
Introduction to the Product Catalogue
Learn what the Product Catalogue is, how it helps organise your products and services, and where to find key catalogue tools in QuoteCloud.
Product Catalogue tour steps
1
Start the tour
Begin the Product Catalogue guide to learn its purpose, features, and how it helps organise products for quick use in quotes and proposals.
2
Review what you can do
In this guide, you’ll learn how to add products manually, import products in bulk, export your product list, and customise the Product Table Layout Editor.
3
Understand the Product Catalogue
The Product Catalogue is a central library where you can store and manage all your products or services.
4
Open Libraries
To view your product library, go to Libraries in the left sidebar.
5
Click Products
Select Products to view the list of existing catalogue items.
6
Review Product Categories
Use the Product Categories section to see where your catalogue items will be organised.
7
Set up your first products
If your catalogue is empty, QuoteCloud will walk you through how to set it up and start adding products step by step.
Frequently Asked Questions
What is the Product Catalogue in QuoteCloud?
The Product Catalogue in QuoteCloud is a centralised, managed library for your products and services. It stores item names, descriptions and related assets so they are immediately available for use in quotes, proposals and other sales documents.
As part of QuoteCloud’s quote software, the catalogue creates a single source of truth for your offering, reducing manual entry and keeping client-facing documents consistent.
What is the Product Catalogue used for?
The catalogue is used to streamline product management across the sales workflow. By maintaining a single repository for items and descriptions, it removes repetitive data entry and helps ensure accuracy and consistency across all documents created with your sales quoting software.
How does the Product Catalogue speed up building quotes and proposals?
Because products are stored centrally, you can insert pre-defined items and content directly into documents instead of retyping details for every quote. This reduces manual work, shortens document creation time, and keeps appearance and wording uniform across your sales proposal software and quote software outputs.
Does the Product Catalogue work with QuoteCloud’s document generation and AI features?
Yes. The Product Catalogue is designed to work inside QuoteCloud alongside the platform’s document generation tools and the AI Co-Worker. That means catalogue items can be rapidly inserted into branded documents and can be used as inputs for AI-assisted content creation where applicable.
Who in my organisation should use the Product Catalogue?
Sales teams, proposal authors, and anyone responsible for creating quotes or managing product information will benefit most from the Product Catalogue. Centralising product data helps sales reps, managers and document creators produce accurate, on-brand proposals and quotes faster.
How do I get started with the Product Catalogue?
Begin by adding or importing your core items into the QuoteCloud Product Catalogue and organise them into logical categories. Add clear descriptions, pricing, and any related assets (images, spec sheets) so they’re ready to insert into documents.
Once items are in the catalogue, use QuoteCloud’s document builder to insert catalogue lines into quotes and proposals—this is a quick win for productivity when using sales proposal software or quote software.
Can the Product Catalogue store pricing, descriptions and related assets centrally?
Yes. The Product Catalogue is intended to hold pricing, standard descriptions and related assets such as images or spec sheets. Storing these elements centrally ensures your client-facing documents pull consistent, approved content from your sales quoting software.
Does the Product Catalogue work with other integrations like accounting or CRM systems?
QuoteCloud offers integrations across accounting and business systems (for example, QuickBooks Online integration is available on the platform). Because the Product Catalogue sits inside QuoteCloud, you can leverage those integrations to keep customer and transaction workflows aligned—check your integration settings and documentation to confirm how catalogue items are synced in your setup.