Note: As we’re gradually releasing this functionality to our customers, you might not see it within your account right away.
Availability: Essentials, Business, and Enterprise
PandaDoc recurring payments enable you to request and collect payments from customers directly through a PandaDoc document, using Stripe as the payment gateway. Payments can be set to recur weekly, monthly, or annually, either for a specified duration or indefinitely.
Note: Currently, recurring charges are supported exclusively with Stripe. If you use a different payment gateway and would like to request recurring payments, please submit your idea here.
Connecting Stripe
Select the Payment extension on the right panel in your template, document, or form
Select Get started and follow the steps to connect your Stripe account if not already connected.
Once connected, payment collection will be automatically enabled for all templates and documents.
To disable, toggle off the Payment collection option in the success pop-up.
Alternatively, disable the Payment collection for all your templates and documents in Workspace settings. To do so, navigate to Settings > Workspace defaults. Scroll to the Payment section and switch off the Collections toggle.
Setting up and customizing recurring payments
In the payment extension select Add payment
Assign a payer
Select Recurring in the payment type dropdown
Note: Recurring payment collection will be selected automatically if you add recurring products to a quote builder block.
Customize the payment amount (if needed). By default, the payment amount is calculated based on pricing tables or quote builder blocks in your template/document. You can manually set the payment amount you need by selecting Calculate > unchecking the pricing table/quote builder blocks and setting the amount manually.
Notes: The recurring amount is based on the full pricing table or quote builder amount and not individual recurring line items.
Choose the due date for the initial payment.
Note: Selecting exact future payment due dates is currently unavailable (coming soon).
Choose the payment frequency: weekly, monthly, or annually.
Note: If recurring line items are included in the quote builder block, Stripe will automatically determine the subscription frequency based on the line item settings.
Specify the duration: unlimited, or a specific number of periods (e.g., 2 months, 3 years)
Note: If recurring line items are included, the subscription duration in Stripe will automatically match the line item contract term.
Once all details are configured, send the document to the recipient.
Recipient view
When recipients open the document with recurring payments, they’ll see a pop-up summarizing the recurring payment details.
After clicking Continue to payment, recipients are directed to the Stripe checkout page to select their preferred payment method and complete the payment.
After payment, the recipient will receive an email confirmation and can view the payment details in the document.
Tracking recurring payments
Once your customer pays for the initial payment, the document status will move to Paid.
The recurring payment in the Payments dashboard will remain in ‘Pending’ status until all recurring charges have been successfully collected.
A new subscription will be automatically created in Stripe for the customer. Subsequent recurring charges will be automatically processed as part of the Stripe subscription.
FAQ
What happens to the subscription record in Stripe if I edit the document?
What happens to the subscription record in Stripe if I edit the document?
If you modify a document containing a recurring payment, you must manually delete the existing subscription record in Stripe. After resending the updated document, a new subscription record will be created in Stripe once the customer completes the payment process.
Does PandaDoc save customer credit card information in Stripe?
Does PandaDoc save customer credit card information in Stripe?
No, PandaDoc does not store credit card information. During the initial payment, Stripe collects and securely stores the customer's payment details and configures the subscription plan directly within the Stripe platform.