Create your catalog items that you are going to use again and again for your proposals and quotes. Catalog items are used in conjunction with the PandaDoc Pricing Table.
Learn how you can import, export and update en masse catalog items here.
Add your Catalog items
On the left, Click on the Catalog icon and then click on “New Catalog Item”
You will be able to add information in the following fields: “SKU”, “Product Name”, “Price”, “Cost”, “Description”.
The Description field is a semi-HTML block, where you can Bold, Italic, Underline, use number points, bullet points and hyper links.
Note:Cost field is a part of Cost and Profit margin calculation available for Business and Enterprise plans.
You can also add pictures (only .jpeg and .png files are supported) for your Catalog item.
You can add custom fields to your catalog item.
Click "Add new custom field", give it a name and a value and click “Save” once finished.
How to add a custom field in a pricing table
A custom field won't be seen right after you add an item from catalog. You need to add it from available columns, here's how:
- Add an item from catalog which has a custom field;
- Click "Add column" and choose the custom field from the list.
Add catalog items to your pricing table
Once your Catalog items have been added, proceed to the Pricing Table in your template or document.
You can add items from catalog in two ways:
- Click “+Add from Catalog” at the bottom of the table, search for the product in the catalog picker. This is a great option, if you want to add multiple items at once.
- Start typing a product name right in the row under the name, and choose one from the dropdown.