Create a more consistent pricingexperience
Improve quote accuracy by providing all sales channels with pre-set pricing for products and services.
PRODUCT CATALOG
Tailor your catalog and
build better quotes
Streamline proposal and quote creation by adding product SKUs, billable services, quoting features, and other line items directly from your onboard catalog.
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What is a product catalog?
A product catalog acts as a repository for all sellable inventory — including any hardware, software, or services that a company might provide. When accurate, the catalog can act as a single source of truth during the sales and quoting process.
PandaDoc users can further streamline the sales workflow by adding pricing details and product descriptions to each listing. Sales representatives can search the catalog and use the listed inventory to build more accurate proposals, quotes, and invoices.
Benefits of product catalog management software
Prevent errors with clear andaccurate product information
Add images, pricing, and other product details to each listing so that reps fully understand each line item.
Automate pricing with bundles,templates, and API
Leverage API tools, templates, and bundles to improve catalog management and expedite quoting processes.
A single source of truth for products and services
Build error-free quotes and proposals
Eliminate customer confusion and create a better user experience with more accurate product data. Add pricing information to your product listings so that quote totals are always accurate. Use fixed-fee, volume-based, or recurring pricing options to ensure that all services, goods, and digital assets are accurately accounted for.
Accelerate your sales process
Consolidate your products and services into a single, online catalog. Add product bundles and unique pricing configurations. Use onboard pricing tables to add catalog data to your sales documents in real time.
Give your products a glow-up
In PandaDoc, critical product details like product descriptions and cost are included in the pricing tables you add to quotes and proposals.
This provides a more powerful customer experience and can include branded images and product descriptions for each catalog item so buyers understand every component of your proposed solution.
Easily manage your product content
Stay organized with product catalog management tools. With PandaDoc, you can easily import product information using CSV files or API tools, then categorize and bundle items to quickly generate quotes.
Learn how to use the PandaDoc product catalog
PandaDoc is making this so much more efficient than it once was. The Hiring Packages are a breeze to send to candidates… this would’ve been a time-consuming administrative burden if it weren’t for PandaDoc.
Kelsey Boyd
Director of Business Systems & Processes
Power up your product catalog
Product customization
Manage product information — like images, SKUs, and descriptions — to automatically populate pricing tables with rich content that boosts buyer confidence.
Who benefits from a product catalog?
Sales teams
Sales teams
Sales teams rely on product catalog when build custom quotes and proposals for customers.
An accurate catalog improves customer satisfaction and increases profitability by providing transparent pricing and better product visibility on every order.
The PandaDoc product catalog is also searchable, making it useful when building bespoke customer solutions.
Learn how the PandaDoc product catalog can empower your sales process
How to use the product catalog
Use the Pandadoc product catalog to store all of your products and services in one place. Quickly add, configure, and organize all catalog items inside a single, user-friendly interface.
Add volume discounts to catalog items
Use rule-based configurations to create discounts according to product volume. Add discount percentages and quantity minimums that apply to specific products automatically.
Import and export your catalog via CSV
Starting from scratch? Need to make major changes to your existing catalog? Use CSV files for fast data entry.
Frequently asked questions
A product catalog is a place where you can store all your products and services.
When it comes to creating a proposal or a quote, reps can choose product items from the product catalog instead of creating them from scratch.
As part of your catalog management process, you’ll need to add new products (or remove old ones) and ensure that product information is up to date.
While similar, product catalogs and PIM systems are designed to do two different things.
A product catalog is primarily focused on presenting product information to customers. It will include essential details (name, description, image, etc.), but it’s largely limited in scope to cover sales and marketing needs.
On the other hand, a PIM is designed to store deep product information from distributors, manufacturers, and supply chains that is often only available for internal use. PIMs may also connect to ERP and inventory management systems, while product catalogs often lack those features.
While neither system is equipped to manage inventory levels or the customer-facing aspects of retail and e-commerce businesses, both solutions can play a key role in creating a consistent omnichannel experience.
There are three ways to create a product catalog with PandaDoc.
The simplest solution is to add all products one at a time. Once the listing is created, teams will need to add product descriptions, images, and pricing information to each entry.
For power users, this can also be done using a spreadsheet. Administrators can use Google Sheets or Microsoft Excel to create a CSV file containing all relevant product information and upload that to PandaDoc. While more complex, this approach eliminates time-consuming processes while allowing for a similar level of asset management.
Developers can also add information using the PandaDoc API. This approach allows for a level of automated catalog management that isn’t otherwise possible.
Note that the type of catalog you create is determined by the products and services you add. For example, if you wanted to create a software product catalog, you would need to list each software in your catalog as its own item.
For sales teams that need to create bespoke solutions, the product catalog can be highly useful!
Using the onboard tools, inside sales teams can create line items quotes for specific products, services, and software offered via an online store. These quotes, along with some kind of sales proposal, can heavily influence customer purchasing decisions.
However, teams operating in conjunction with e-commerce platforms like Shopify or digital retailers like Amazon may only see limited value. Product catalogs aren’t a replacement for a standard product page, which is more common in a self-service, web-based environment.
You may not need it! PandaDoc integrates with a variety of CRM solutions.
If your CRM offers product catalog management services, like Salesforce, PandaDoc can often receive that information directly from your current catalog.
In that case, you’ll continue to manage your products in your existing platform and use the integration to import those details into your PandaDoc-built proposals and quotes.
The product catalog feature is available on any paid PandaDoc plan, but some advanced features are only available through our Enterprise plan or with the PandaDoc CPQ add-on.