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See a more detailed setup guide for your gateway here:
Note: PandaDoc does not store, transmit, or process payment card data. Payment gateways process all payments.
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.
Clicking on advanced options allows you to set up data merge with your Stripe account. With this, you can map PandaDoc role variables to fields found in Stripe. You can learn more about it here.
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: Essentials, Business, and Enterprise plans
You can easily automate payments in your documents with pricing tables. If you choose Pricing table as a source for the payment, the payment amount will sync once your recipient chooses a product and/or changes its quantity. Here’s how it works!
Start by opening your document, template, or form, then follow these steps:
Go to Payments on the right panel, then click on Payment to add it.
Alternatively, click on your pricing table/quote builder block, then choose the Payment option in the floating panel.
Assign a payer.
Choose the payment frequency (one-time payment, installments, or recurring payment).
Change 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. However, you have the option to customize the payment due date to be 7, 15, 30, or 45 days after document completion. An automatic reminder for payments with a set due date is sent three days before the payment is due.
Choose Calculate to select Pricing table as a source. (If your recipients won’t be interacting with your pricing table, choose Custom amount and set the amount manually.)
Note:
If you have several pricing tables in your template, document, or form, select only those that will be included in the payment amount.
(Optional) Change the percentage of total your recipient will pay.
Confirm that your payment methods are set up correctly. If necessary, edit them.
Send your document or publish your form.
Your recipient will see a pop-up notification that online payment is available. When the recipient chooses a product in your pricing table and/or changes its quantity, the payment amount will sync with the pricing table total once your recipient clicks Finish.
Quote builder payments
Availability: Business* and Enterprise plans
*Quote builder is a part of our CPQ add-on
Quote builder allows you to collect both regular and recurring payments. Automatic recurring payments are available via Stripe. Simply add a product with recurring payment from your Catalog, add your payment option to the document, and send it to your recipient.
Alternatively, set up recurring payments in the payment section. From here you can also configure the due date, frequency, renewal period and duration.
Once the recipient proceeds with the payment, they will see a notification that they are about to activate recurring payments.
Note: There is no option to change the percentage of the total your recipient will pay if you use the quote builder block.
Learn more about quote builder and recurring payments.