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Dynamic Product Filters

The Dynamic Product Field is a powerful feature that shows only a relevant portion of your PandaDoc catalog based on form fields that act as filters. This allows users to dynamically display and select products from different categories based on specified filter criteria. The field supports variable quantity selection, enabling users to choose any number of products as needed for their specific use case.

Key Features​

  • Dynamic filtering of the product catalog based on form fields
  • Support for variable quantity product selection
  • Integration with existing form fields as filtering criteria
  • Flexible mapping to quotes

Supported Filter Types​

Currently, the Dynamic Product Field supports the following filter types:

  • Text (both short and long)
  • Number
  • Radio button
  • Dropdown

Note: Checkbox support is planned for a future release.

Supported Catalog Fields​

To properly map form fields to catalog entries, use these technical field IDs in your form questions:

Technical Field IDCatalog Field Name
titleProduct Name
skuSKU
typeType
category_nameProduct Category
pricePrice
costCost
currencyCurrency
descriptionDescription
billing_cycleBilling Cycle

For custom catalog fields, use the exact custom field name from your catalog as the form question ID.

Setup Guide​

1. Creating Filter Fields​

Before setting up the Dynamic Product Field, you need to create the filter fields that will determine product visibility. Here's an example setup using two filter dimensions:

Category Filter​

  1. Create a dropdown field in your form
  2. Set a user-friendly name (e.g., "Choose Category")
  3. Add product categories from your existing catalog as options
  4. Set the technical field ID (e.g., "category_name")
    • This should match the backend catalog field name
    • Example: category_name

Product Name Filter​

  1. Create another dropdown field
  2. Set a user-friendly name (e.g., "Choose Service")
  3. Set the technical field ID
  4. Add relevant keywords as options to match catalog items

2. Filter Field Configuration Tips​

  • For maximum flexibility, consider making filter fields optional
  • Required filters will enforce selection before proceeding
  • You can include multiple keywords in dropdown options to enhance matching

3. Setting Up the Dynamic Product Field​

  1. Add a product field to your form
  2. Navigate to the dynamic tab instead of using preselected options
  3. Select your previously created filters from the dropdown
  4. Save the configuration

4. Quote Integration​

After setting up the Dynamic Product Field, map it to quotes as you would with any standard product field through the quotes tab.

Best Practices​

  • Use clear, descriptive names for product fields
  • Ensure filter field IDs match your catalog structure
  • Test filter combinations to verify expected product visibility
  • Consider the user experience when deciding on required vs optional filters
  • Regularly review and update filter options to match catalog changes