Introduction to the Product Catalogue

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.

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.

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.

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.

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.

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.

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.

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.