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Question

Are we able to customize or change Quoter Item Categories to match our own needs?

  • January 22, 2026
  • 3 replies
  • 17 views

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There are too many options and causing confusion, we would like to limit the category options when adding a cloud product. 

3 replies

Ash Welsh
Community Manager
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  • Community Manager
  • January 22, 2026

Hi ​@itguy, please see my response to this question that explains how to set a default category for all items coming into Quoter from Product Cloud. I think that will help but if there’s more to your question please describe and I’ll see what additional suggestions I can make.

Thanks,
Ash


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  • Author
  • Active Member
  • January 22, 2026

Your reply sent me on another direction. I’m focusing on using manage a bit more as it was designed than what I was thinking.

 

Im working to define our CW Manage Categories to meet our GL’s codes. At the moment im researching how Quoter will be affected with the updated CW Manage categories. 

Once I enable manual categories in quoter, Id like to be able to pick from the CW Manage Categories that we have versus what I see in settings - integrations - Item Category Mapping. 

 

I dont want to be able to pick Barcode Scanner, batteries etc… those Categories do not meet our needs. 

 

This would be a lot easier to deal over the phone vs this forum or email. It would probly be solve in a 10 minute call. 


Ash Welsh
Community Manager
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  • Community Manager
  • January 22, 2026

I’d be happy to see if I can help. Fee free to book a time to chat https://calendly.com/ash-welsh-scalepad/30min