Support / FAQ

How to add custom fields to your Catalog Items?

Focus:  The focus of this self-help document is to provide you information and steps on how to add custom fields to your Catalog items that will be shown on your proposals.

What are custom fields?: This option is only available for Quote Roller Enterprise and Team plans. Custom fields are extra fields that you can setup for your Catalog items. They can be set for Services, Products and Subscriptions.

Step 1: Adding custom fields Go to Catalog > Settings > Custom Fields. You will see the options to add new fields for Services, Products and Subscriptions.
Catalog - Cutom Fields

Step 2: Adding values for the custom fields. Once you have added them in Settings, you can go to Catalog > Services, Products and Subscriptions. Edit an item and you will see the fields now are added. Now you can add values to those fields.
Catalog - Services - Custom Fields

Step 3: Building your pricing table, custom fields are added. In Step 2 of building the proposal (Price) you will now see those fields show up.
Proposals - Step 2 - Custom Fields
Step 4: Viewing the custom fields and values in a real proposal. Once you have completed the proposal, preview the proposal and now you will see the new fields are added in the pricing table.

Please note: By adding custom fields, this will increase the size of the “Description” field for your Catalog Items.
Proposals - View - Custom Fields

Please note: Custom Fields will be included, when you export your Catalog items from Quote Roller to a CSV File.

Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.

Posted in: Catalog, Proposals