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.
Create 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 hyperlinks.
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. Please note, product images cannot be added to the pricing table in Editor 2.0 yet.
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.
Add catalog items to your pricing table
Once your Catalog items have been added, proceed to the Pricing Table in your template or document.
Enter the edit mode of the pricing table by double-clicking inside it, or click Edit at the top of it. You can add items from catalog in two ways:
- Click “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.
Add a custom field in a pricing table
- Create a plain text column. Please note, the column and custom field names must match exactly (case-sensitive.)
- Add the product from catalog - the custom field column will be populated with the custom field value