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Setting Up Your Product Catalog in PandaDoc

Step 1: Accessing the Product Catalog​

To start defining your product catalog, navigate to the Catalog section in the main navigation menu. Here, you can manage your products, categories, and bundles.

Open Catalog

Step 2: Adding a New Product​

  1. Click on Products.
  2. Enter the name of the product.
  3. Fill in the following product details:
    • SKU: A unique identifier for the product.
    • Description: Provide details about the product.
    • Price: Define the selling price.
    • Currency: Specify the applicable currency.
    • Image: Upload an image that will be displayed in the quote.
  4. Click Save to finalize the product setup.

Create Product

Example: Adding a Pet-Friendly Sensor​

  • Name: Pet-Friendly Sensor
  • SKU: PFS-001
  • Description: Detects pets and prevents false alarms.
  • Price: $29.99
  • Currency: USD
  • Image: Upload a relevant product image.

Define Product

Step 3: Organizing Products into Categories​

When dealing with a large product catalog, organizing items into categories enhances manageability. In this tutorial, we will create four main categories:

  • Additional Services
  • Physical Products
  • Security Subscriptions
  • Security System Packages

Creating a Category​

  1. Go to the Catalog section.
  2. Click on the plus (+) button next to Categories.
  3. Enter the category name (e.g., Physical Products).
  4. Click Create.

Create New Category

To assign products to a category:

  1. Select multiple products in the catalog.
  2. Move them into the appropriate category.

Move to Category

Step 4: Configuring Subscription Products​

Subscription products require additional settings for recurring payments.

  1. When adding a subscription product, select Recurring instead of One-time payment.
  2. Specify the billing period (e.g., Monthly).
  3. Example:
    • Name: Protect
    • SKU: PSP-001
    • Price: $29.99 per month
    • Billing Frequency: Monthly
  4. Save the subscription product.

Setup Recurrency

Step 5: Creating Bundles​

Bundles simplify selling groups of products together.

  1. Select a product to convert into a bundle (e.g., Basic Security System).
  2. Scroll down to Product Bundle.
  3. Click Add Products from Catalog. Create Product
  4. Select items to include in the bundle:
    • Remote Control
    • Keypad
    • Motion Detector
    • Door/Window Sensor
  5. Click Save.

Add Products to Bundle

By default, when you create a bundle, each included item has a quantity of one. You can adjust these quantities as needed, allowing customers to purchase multiple units within the bundle.

Setup Bundle Item Quantities

Additionally, bundles support different pricing models:

  • Sum of elements: The total price is calculated as the sum of all included items.
  • Custom price: The bundle has a fixed price, regardless of the prices of individual items.

For the Basic Security System bundle, we are using the custom price model, which means the prices of the included elements are ignored, and the total price is set at the bundle level.

Setup Bundle Pricing

Your product catalog is now structured and ready for quoting. In the next tutorial, we will explore creating a document template within PandaDoc!