By: Vera Kozlova
PandaDoc Catalog is a repository where you can store products and services to use them again and again on proposals and quotes documents. Instead of creating dozens of templates with different iterations of pricing tables, simply create one template with the predefined pricing table structure (columns, footer items, design, etc.) and fill this table with a relevant set of products on a document level in a few moments!
Single Item Import
By default, the catalog setup process includes adding each catalog item one-by-one using the “New Catalog Item” button. Then you manually specify each field within the item card. This is great for last minute options you want to add to your proposals.
To make the process of building the catalog from scratch less time-consuming, I suggest trying to import products in bulk. For a start, you will need to export the CSV file based on your current catalog configuration. In the file, you will find the columns which translate to default catalog item fields (i.e. SKU, Name, Price, Description, Currency, etc).
Rows will represent product items, so once you add your line items and fill out all necessary columns, you can save the file and upload it back into PandaDoc.
Tips and Tricks
- If you have custom information that is not included in the default catalog fields, create a custom catalog field. They will be pulled into the pricing table together with default information - all you need to do is create a custom field in the CSV file by typing the name of the field in the new column header.
- If you have a tier-based product system or there are several product categories where each has a list of unique items, use folders and subfolders to efficiently manage them. To avoid manual work, in the “Folder” column on the CSV file use “/” sign to create folder route, i.e. A/B/C will generate folder “A” with subfolder “B” and sub subfolder “C”.
- If you need to add new products to the catalog, download the CSV file again and add new product lines. Already existing catalog items will not be duplicated once you import the CSV into PandaDoc.
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