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)

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CRM Pricing Mapping

• ★ Salesforce. 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

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Payments

• How to safely collect credit card details
• Square
• Authorize.net (Legacy integration)
• Xero (through Zapier)
• Add and collect payments with embeds
• How to set up recurring charges in PandaDoc

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Other

• Document value