Note: This article covers the classic PandaDoc experience. If your workspace has the new document and template experience enabled, see Collecting payments with PandaDoc instead.
Important: PandaDoc does not store, transmit, or process payment card data. Payment gateways process all payments.
See a more detailed setup guide for your gateway here:
Adding a payment
To add a payment to your document, template, or form:
Select Payment on the right panel.
Set it up: assign the payer, choose the payment frequency (one-time payment, installments, or recurring payment) and due date.
Select Advanced options to set up data merge with your Stripe account. This lets you map PandaDoc role variables to fields in Stripe. Learn more about Stripe data merge.
Send a document or publish a form.
Note: If several payers are assigned, the document will be moved to the Paid status when any of them makes a payment.
Pricing table payments
Availability: Business and Enterprise plan
You can automate payments in your documents with pricing tables. When you choose Pricing table as a source for the payment, the payment amount syncs once your recipient selects a product or changes its quantity. Here's how it works.
Open your document, template, or form, then follow these steps:
Go to Payments on the right panel, then select Payment to add it.
Alternatively, select your pricing table or quote builder block, then choose Payment in the floating panel.
Assign a payer.
Choose the payment frequency (one-time payment, installments, or recurring payment).
Change the currency and set a custom amount if applicable.
(Optional) Select a due date. By default, the payment due date is the same day as document completion. You can customize it to be 7, 15, 30, or 45 days after document completion.
Note: An automatic reminder is sent three days before the payment due date.
Choose Calculate to select Pricing table as a source. (If your recipients won't interact with the pricing table, choose Custom amount and set the amount manually.)
Note: If you have multiple pricing tables in your template, document, or form, select only those that should factor into the payment amount.
(Optional) Change the percentage of the total your recipient will pay.
Confirm that your payment methods are set up correctly. Edit them if needed.
Send your document or publish your form.
Your recipient will see a pop-up notification that online payment is available. When they select a product or change its quantity in the pricing table, the payment amount syncs once they select Finish.
Quote builder payments
Availability: Business and Enterprise plan
Quote builder supports both one-time and recurring payments. Automatic recurring payments are available via Stripe. Add a product with recurring payment from your Catalog, add your payment option to the document, and send it to your recipient.
You can also set up recurring payments in the payment section, where you can configure the due date, frequency, renewal period, and duration.
Once the recipient proceeds with payment, they'll see a notification confirming they're about to activate recurring payments.
Note: There is no option to change the percentage of the total your recipient will pay when using the quote builder block.
Learn more about quote builder and recurring payments.