This guide shows you how to search and filter products while creating quotes in QuoteCloud, helping you find the right items quickly and accurately.
"Searching and Filtering Products During Quoting" is a QuoteCloud user guide that explains how to quickly find and narrow down products while you build a quote. It covers using the integrated product catalogue, search bar and filter tools so sales teams can locate the right items with accuracy.
This guidance is designed for users of sales quoting software and sales proposal software who want to speed up quote creation and reduce errors.
Step-by-step instructions are available on the QuoteCloud user guide page titled "Searching and Filtering Products During Quoting." That page provides task-focused walkthroughs for using the product catalogue during quoting.
For broader context, see QuoteCloud's Product Overview documentation and the AI Co‑Worker documentation for AI-assisted workflows that enhance search and selection.
Yes. Efficient search and filter tools in QuoteCloud's product catalogue reduce the time spent locating items, which shortens quote creation time and lowers the chance of selecting incorrect or outdated products.
Using precise search terms, relevant filters and AI suggestions (when available) helps streamline quote assembly and improves accuracy in your quote software or proposal software workflows.
Yes. QuoteCloud provides an integrated product catalogue you can browse, search and filter while creating quotes. The catalogue is the central place to select products for inclusion in quotes and proposals.
Refer to the Product Overview documentation for details on catalogue structure, custom fields and how catalogue items map into your quote and proposal software templates.
QuoteCloud references an AI Co‑Worker feature that can assist with product suggestions and search refinement where enabled. AI assistance helps surface relevant items faster and can recommend alternatives or bundles while you build quotes.
Consult the AI Co‑Worker documentation to learn which AI features are available in your plan and how to enable them during quoting.
Use precise keywords such as SKU, product name or model number in the search box, and combine those terms with filters like category, price range, stock status or custom catalogue fields to narrow results quickly.
When available, leverage AI suggestions and saved filter views for recurring product mixes—these are time-saving techniques commonly used in modern quote software and proposal software.
After locating the product in the product catalogue results, select the item and choose the option to add it to the current quote or proposal document. You can typically adjust quantity, pricing and any optional configurations before inserting the line item.
Step-by-step add-to-quote instructions are provided on the Searching and Filtering Products During Quoting guide page and in the Product Overview documentation.
Yes—QuoteCloud supports integrations that bring quoting and catalogue data into your accounting workflows. For example, QuoteCloud's QuickBooks Online integration syncs customers, transactions and invoices so quote data flows into accounting automatically.
Check the QuoteCloud with QuickBooks Online documentation for setup steps and best practices to keep your quote-to-cash process aligned across sales quoting software and accounting systems.
