Editing Product Details Directly from the Quote

Editing product details from within a quote lets you make quick, in-context updates so your documents remain accurate and up-to-date without leaving the quote you are working on. This speeds up quoting and reduces errors when product information—such as descriptions, pricing, or SKU data—needs to be adjusted during the sales process.

Using the inline editor in QuoteCloud keeps your sales quoting software and sales proposal software workflows efficient by removing the need to switch between the product catalogue and the quote document.

Only users who have been granted the appropriate product catalogue access by your organisation can edit product details from a quote. Access is managed through user roles and permissions in QuoteCloud.

If you cannot edit product details, ask your QuoteCloud administrator to confirm your role and permission scope for the product catalogue or to update your access in the quote software.

Typical high-level steps are: open the quote that contains the product line you want to change, select or click the product line to open the inline product editor, make the required updates (for example, description, quantity, or price), and save your changes.

The interface usually offers an option to apply the change only to the current quote or to update the central product catalogue, depending on your permissions and organisation settings—refer to the QuoteCloud documentation for exact UI steps and screenshots.

Whether an edit updates only the current quote or the central product catalogue depends on the option presented in the editor and your permissions. In many setups you can choose to "apply to quote only" or "update product catalogue" when saving changes.

Because global updates affect all future quotes and integrations (for example, invoicing or ERP syncs), confirm your selection and permission level before making catalogue-wide edits in your quote software or proposal software workflows.

Configuring roles and permissions prevents unauthorized or accidental changes to product data, preserves pricing and compliance, and ensures the right people can make catalogue updates. This reduces errors across quotes, proposals, invoicing, and reporting.

Granular permissions also let you align responsibilities with your sales quoting software and proposal software processes—allowing some users to make quote-only changes while restricting catalogue-level edits to administrators or product managers.

Yes. Editing product details directly from the quote is designed to speed up both sales quoting and proposal creation by keeping product information editable within the document. This helps your team produce accurate quotes and proposals faster without switching tools.

When combined with integrations such as QuickBooks Online or other back-office systems, keeping in-quote product data correct also helps downstream invoicing and financial reconciliation.

Best practices include using the "apply to quote only" option when you are unsure, limiting catalogue-edit permissions to a small group of administrators, and training staff on the inline editor workflow. Encourage reviewers to confirm catalogue updates before making them global.

Maintain an internal change process (approvals, version notes, or audit logs) so any catalogue edits are tracked and reversible if needed—this reduces risk when using quote software or proposal software in high-volume environments.

First, check with your QuoteCloud administrator to confirm you have product catalogue access and the correct role/permissions. The ability to edit may be restricted by organisational settings.

If you have the right permissions but still can’t edit, consult the QuoteCloud user guide for troubleshooting steps or contact QuoteCloud support for assistance. Providing screenshots of the quote view can help speed resolution.