Build a PandaDoc quote/pricing document with an API-driven product catalog and pricing rules (CPQ)

Steps

1. Build/sync the product catalog with the Product Catalog API by creating catalog items with title, sku, category_id, type (regular or bundle), bundle_items, price_configuration, and custom_fields.
2. Design a template in the PandaDoc UI containing a pricing table wired to catalog items/roles.
3. Call the Create Document endpoint with a pricing_tables array — each table has sections (default, non-default with a title, or multichoice) and rows whose data object is keyed by column type (Price, QTY, Tax, Discount, Fee, Multiplayer, custom text).
4. Apply table-wide tax/fee/discount by setting them in the pricing table's options object and mirroring a matching value (or 0 to inherit) at the row level, with a corresponding column present (can be hidden) in the template.
5. Optionally set data_merge to true on the pricing table to map custom CRM/ERP column names configured in the template's pricing-table data-merge settings, instead of PandaDoc's default column names.
6. After document creation, poll for draft status and call the document details endpoint to verify sections, rows, taxes, fees, and totals populated correctly.