Availability: Starter*, Business, and Enterprise plans
Note: We're gradually rolling out the Collect Payment step in the workflow builder to Starter plan users, so you might not see it in your account right away. Only Stripe is available as a payment gateway on the Starter plan.
Important: PandaDoc does not store, transmit, or process payment card data. Payment gateways process all payments.
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See a more detailed setup guide for your gateway here:
Classic experience
If your workspace is using the classic PandaDoc editor and document creation flow, follow the steps below to add a payment to your document, template, or form.
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.
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 (classic)
Availability: Business and Enterprise plan
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.
Note: 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 (classic)
Availability: Business and Enterprise plan
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.
New experience (early access)
Note: We're gradually rolling out the Collect Payment step in the workflow builder to Starter plan users, so you might not see it in your account right away. Only Stripe is available as a payment gateway on the Starter plan.
If your workspace has the new document and template experience enabled, payment collection works differently. Instead of adding a payment block inside a document or template editor, you configure payment as a workflow step at the template level. Every document created from that template will then automatically include the payment step.
Note: Payment steps can only be added or removed from the template's workflow builder — not from individual documents once they've been created. If you need to send a document without a payment step, remove it from the template before clicking Use this template.
Setting up a Collect payment step in a template
Open your template (or create a new one). The workflow builder panel will appear on the right side.
Click + Add step, then select Collect payment from the dropdown menu.
If you haven't connected a payment gateway yet, you'll be prompted to connect one (e.g., Stripe). Follow the on-screen instructions to complete the connection.
Tip: If you're using Stripe, make sure you're in live mode before sending documents to real recipients. A warning will appear in the panel if you're still in Stripe test mode.
Under 'Payer roles', assign which role will be responsible for payment. Click +Add role to include additional payers if needed.
Note: If several payers are assigned, the document will move to Paid status when any one of them completes payment.
Set the Amount. You can either:
Leave it set to Auto to have the amount calculated automatically from pricing tables or quote builder blocks in the document.
Enter a fixed custom amount.
Under Settings, configure the following:
Payment type: Choose One-time or, for recurring products in the quote builder, the frequency is set automatically. Learn more about installments and recurring payments in their respective articles.
Due date: Choose when payment is due — typically Upon document signing, or a set number of days after.
Under Payment methods, confirm that the correct method is listed. Click Edit to add or update payment methods.
(Optional) Click Stripe data mapping rules to map PandaDoc variables to fields in your Stripe account.
Once the workflow is configured, click Use this template to proceed to document creation and sending.
Pricing table payments (new experience)
Availability: Business and Enterprise plans
In the new experience, pricing table payments work the same way as in the classic experience — the payment amount syncs with the recipient's selections in the pricing table. The key difference is that the payment is configured as a Collect payment workflow step in the template, not as a separate block inside the document.
When setting up the Collect payment step:
Set the Amount to Auto. This will pull the total directly from your pricing table or quote builder block.
If you have multiple pricing tables in your template, make sure only the relevant ones are factored into the payment total.
All other settings (due date, payment type, payer role, payment methods) are configured the same way as described in the Setting up a Collect payment step section above.
Quote builder payments (new experience)
Availability: Business and Enterprise plan
Quote builder recurring and one-time payments are supported in the new experience via the Collect payment workflow step. To collect recurring payments, add a product with a recurring billing frequency from your Catalog to the quote builder block, then set up the Collect payment step in the template workflow.
The due date, frequency, renewal period, and duration can all be configured within the Collect payment step settings panel.
Note: There is no option to change the percentage of the total your recipient will pay when using the quote builder block.
Once the recipient proceeds with payment, they will see a notification confirming they are about to activate recurring payments.