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Ideas to Improve PandaDoc: Usability Improvements

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Volume-Based Pricing in Catalog Upload/Download

Allow products with volume-based pricing to be imported (for large tables of products with quantity price breaks) and exported (for backups, archives and transfer).

With the initial implementation, Volume-Based Pricing can't be imported or exported, and must be done by hand, product by product, in the PandaDoc web portal.

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Michael Truax shared this idea  ·   ·  Admin →
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Early Access  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) responded  · 

Hi,

Good news: we have already implemented this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team. 


Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.

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  • Jordan Ehrman commented  · 

    Not just volume-based pricing but also One-time or recurring. Anything that is in the catalog, should be available to import as a CSV.

  • Hien Tran commented  · 

    Ability to mass import for volume-based pricing via CSV