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  1. Help center
  2. Quoting & payments

Quoting & payments

Catalog

  • Product Catalog: Pricing with volume discount
  • Product Catalog
  • Product catalog: Volume-based pricing
  • Import and export your catalog via CSV
  • Creating a UTF-8 encoded .CSV file

Pricing Table

  • Pricing table. Add and set your pricing table
  • Pricing table. Optional items and editable quantity
  • Pricing table. Discounts and taxes
  • Pricing table. Group products under sections and display subscriptions or packages
  • Pricing table. Pricing table formatting

Quote Builder

  • Quote builder block. Design options
  • Quote builder block. Map products into quote sections 
  • Quote builder block. Working with custom products
  • Quote builder block. Enabling recipient options
  • Conditional approvals with quote builder
  • CPQ (formerly Advanced quotes)
See all 8 articles

CRM Pricing Mapping

  • ★ Mapping products to pricing tables and pricing table sections
  • Map pricing table columns to fields in your CRM
  • Microsoft Dynamics. Map product fields with pricing table columns
  • 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
See all 11 articles

Payments

  • Square
  • Authorize.net (Legacy integration)
  • Xero (through Zapier)
  • Add and collect payments with Forms
  • How to set up recurring charges in PandaDoc
  • PandaDoc Payments - Recipient's Guide
See all 9 articles

Other

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