In this post, I’ll talk about using and becoming a master of custom columns.
You can add a custom column to any pricing table at any time.
To do this with a table simply click on the pricing table and on the right you’ll see a + icon. Click that and you will have options to add Discounts, Taxes, Fee, and an additional multiplier; but we’re going to add a Text column. The text-based column is used to add additional information to the table. Once added you can of course rearrange the columns.
Now, let’s talk about a more complex use of the custom column. This use brings into it the PandaDoc Catalog and using custom columns in catalog items.
To best use the Catalog feature, we do recommend using a CSV to upload and manage your library items. I won’t get into how to create a CSV file, but you can check out all that information here.
The basic columns to use in the CSV are: SKU, Name, Description, Price, Folder, Currency
In the example below, since I’m selling awesome t-shirts, they won’t all be the same color, right? So I added a column called ‘Color’.
*NOTE: SKU can be tricky for some, keep in mind that the SKU needs to be a unique identifier. You cannot have two products with the same SKU or the system will delete one of them. So in this example, the Name of the products are all the same, but the SKU is slightly different.
Now that we have saved the CSV as a UTF-8 encoded CSV, and uploaded. We can add the products to the pricing table.
You’ll notice however that the column we need is not there. We cannot simply add a column called color as nothing would happen. But, since we have a custom column in the catalog, you can only add the column to the table after the product is added. You will find this column by clicking the + icon and towards the bottom of the list you'll see the name of the custom column under 'Hidden Columns'.
*NOTE: If you wish to remove the custom column from the table, be sure to select ‘Hide’ from the dropdown. If you select ‘Delete’ you will not be able to use this custom column in this table again.
Advanced SKU and Column Use
If you are selling in multiple currencies, you may have the same SKU regardless of where you are selling the item, and showing the real SKU may be important as it could be a part number or serial number. So you may want to create a fake SKU column to display.
Within the PandaDoc table, the default SKU is the one called SKU in the CSV file, but we want to display the ‘Show SKU’ custom column in the pricing table. This involves adding the custom column, deleting the ‘real’ SKU column, and then renaming the custom column.
One important thing to keep in mind, if you always want to have this catalog custom column shown in the pricing table it is best to have at least one product with this custom column in the table at the Template level. This way, when a Document is created the user does not have to worry about adding and rearranging the custom column(s).
How has your team utilized custom columns within PandaDoc?
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