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Quoting & payments

Quoting & payments

38 articles

Import and export volume-based products via CSV

Product catalog: Volume-based pricing

Product Catalog: Pricing with volume discount

Product Catalog

Import and export your catalog via CSV

Pricing table. Add and set your pricing table

Pricing table. Discounts and taxes

Pricing table. Pricing table formatting

Pricing table. Optional items and editable quantity

Pricing table. One-time and recurring fees

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

Add and set up quote builder

Quote builder block. Working with custom products

Quote builder block. Working with product bundles

Conditional approvals with quote builder

Map quote builder columns to fields in your CRM

Quote builder block. Enabling recipient options

Quote builder block. Design options

CRM Pricing Mapping

Pipedrive. Map product fields with pricing table columns

Pipedrive. Map product fields with quote builder columns

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

Stripe data merge

Recurring payments with Stripe

Add a payment to your document, template, or form

Add and collect payments with Forms

PandaDoc Payments - Recipient's Guide

How to set up recurring charges in PandaDoc

Sharing templates and Content Library items

Creating a UTF-8 encoded .CSV file

White-label your PandaDoc delivery emails