PandaDoc

Quoting & payments

Use a CSV file to manage the import, export, and update of volume-based products in bulk for PandaDoc’s Catalog.

Import and export volume-based products via CSV

Product catalog: Volume-based pricing

Our volume discount pricing model within your product catalog allows you to create products with pre-defined discount values based on the volume of the items you or your clients select.

Product Catalog: Pricing with volume discount

Learn how to manage your product catalog with PandaDoc for error-free quoting.

Product Catalog

Use a CSV file to import/export products in bulk, ideal for migrating catalogs or making bulk edits in PandaDoc.

Import and export your catalog via CSV

Catalog

Learn to customize pricing tables in PandaDoc: add products, manage columns, apply discounts, and integrate with CRM.

Pricing table. Add and set your pricing table

You can show a line item discount and tax, as well as total discounts and taxes.

Pricing table. Discounts and taxes

Customize your pricing table’s design by adjusting headers, borders, and text styles. Restrict editing, move, or resize columns easily.

Pricing table. Pricing table formatting

Enable optional products and editable quantities in PandaDoc. Assign fields to recipients allowing them to select items and adjust quantity.

Pricing table. Optional items and editable quantity

This article guides on how to show both recurring and one-time fees in the document by using a pricing table.

Pricing table. One-time and recurring fees

Learn how to group items into sections, add subtotals, and create multiple-choice sections in pricing tables.

Pricing table. Group products under sections and display subscriptions or packages

Pricing Table

Learn how to build customized, accurate quotes with PandaDoc’s quote builder.

Add and set up quote builder

Easily add, bundle, edit, and customize products in quote builder. Manage bundles from Catalog, adjust pricing, and set recipient options.

Quote builder block. Working with product bundles

Automate approvals in PandaDoc with conditional approvals based on quote builder values.

Conditional approvals with quote builder

Map quote builder columns to fields in your CRM

Give your customers more choices by making products in your quote optional and product quantity customizable.

Quote builder block. Enabling recipient options

Quote Builder's design options allow you to craft a more engaging experience for your clients.

Quote builder block. Design options

Simplified quoting experience

Quote Builder

Column mapping allows you to easily pull deal product fields into specific pricing table columns in PandaDoc

Pipedrive. Map product fields with pricing table columns

Pipedrive. Map product fields with quote builder columns

Merge rules allow you to easily pull products from your Pipedrive deal to specific pricing table sections and/or specific pricing tables in your documents.

Pipedrive. Mapping products to pricing tables and pricing table sections

Zoho CRM. Map product fields with pricing table columns

Zendesk Sell. Map product fields with pricing table columns

SugarCRM. Map product fields with pricing table columns

Quote builder block. Map products into quote sections

Map pricing table columns to fields in your CRM

CRM Pricing Mapping

Stripe data merge streamlines workflows by enabling customers to map and transfer information from PandaDoc directly into Stripe.

Stripe data merge

Recurring payments with Stripe

PandaDoc doesn’t process card data; payment gateways do. Add a payment option to your document, template, or form.

Add a payment to your document, template, or form

The forms feature allows you to collect payments along with signatures.

Add and collect payments with Forms

Manage and track your payment requests in PandaDoc in one convenient location.

Payments

The installments feature lets you split payments, set dates, and track them. Configure via Payments and receive notifications for each.

Installments

After signing, a payer gets a payment notification. They click "Pay" on the document, select a payment method and pay.

PandaDoc Payments - Recipient's Guide

Set up Stripe recurring charges with PandaDoc’s quote builder. Integrations with Square and Authorize.net also support recurring payments.

How to set up recurring charges in PandaDoc

Our content sharing feature allows you to easily share Templates and Content Library items across your workspaces.

Sharing templates and Content Library items

Creating a UTF-8 encoded .CSV file

With white-labeling, PandaDoc emails come from your custom subdomain. DNS updates are needed for setup.

White-label your PandaDoc delivery emails

Inbox is used to keep track of documents that require your signature or that were sent to you from another PandaDoc user.

Inbox

Other

Request a demo

pandadoc.com

Idea portal

Training

Product updates

Go to pandadoc.com

Find answers and get help from Intercom Support and Community Experts

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