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
Frequently Asked Questions (FAQs) - Introduction to the Product Catalogue
What is the Product Catalogue in QuoteCloud?
The Product Catalogue is a QuoteCloud feature that centralises and organises your products and services so they are quickly available for use in quotes, proposals and other sales documents.
What is the Product Catalogue used for?
It is used to streamline product management across your sales workflow—making it faster to assemble accurate quotes and proposals by providing a managed library of items, descriptions and assets to insert into documents.
How does the Product Catalogue streamline product management in quotes and proposals?
By storing products centrally within QuoteCloud, the catalogue reduces repetitive data entry and ensures consistent product information is available when building documents. This helps speed document creation and maintain uniformity across quotes and proposals.
Does the Product Catalogue work with QuoteCloud’s document generation and AI features?
Yes. The Product Catalogue is designed to work inside the QuoteCloud platform alongside features such as document generation and the AI Co-Worker, enabling rapid insertion of catalogue items into branded documents and supporting 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. Centralising product data helps sales reps, managers and document creators maintain accuracy and speed when producing client-facing documents.
How do I get started with the Product Catalogue?
Begin with the QuoteCloud Product Catalogue guide’s “Getting Started” section and the Product Overview. These resources explain the catalogue’s purpose and basic setup steps to make products available for quick use in your sales documents.
Can the Product Catalogue integrate with accounting or other systems?
QuoteCloud supports integrations across its platform (for example, Xero or QuickBooks Online integration) is available. Refer to specific User Guide integration topics for details about connecting external accounting or business systems to your QuoteCloud workflows.