Availability: Business* and Enterprise* plans

* 250 docs per year per account are included. You can purchase additional forms at $2 per document.

The forms feature allows you to collect payments along with signatures.

This functionality works the same way as with PandaDoc documents. Simply follow these three steps:

Here’s a detailed description of each step.

Go to Add-ons > Payment gateways, then connect your payment app to PandaDoc.

If you don’t see the payment configuration options, ensure you’ve unpublished your form first.

If you see a message that reads, “No payment gateway is connected. Please reconnect one to enable sending documents with online payment options,” you’ll need to connect a payment application (Stripe, Square, etc.) to your PandaDoc account. Simply click on Connect, then follow the instructions.

Now you’re ready to accept payments!

Once you’ve set up your payment and updated your form (if necessary), click Publish in the top right corner.

If you’ve already added your form on your website, you don’t need to do anything else. Your form will update with the payment app once you click Publish.

If you need to add the form on your website, click Get code and copy the form code. Next, add the code to your website editor. Here’s a more detailed guide on how to publish forms.

Now let’s look at how the recipient will make a payment via your form.

The recipient will start the payment process by adding their contact information.

Their next steps are to fill out the form, sign it, and click Finish to finalize the signature.

Then, they’ll click Pay to proceed to payment.

If you have multiple payment methods set up, the form recipient will select one to use.

You’ll receive an email notification once the document has been paid. Note that this doesn’t mean the payment has successfully hit your account — please check your payment app account to verify the payment has gone through.

You can check the form in your PandaDoc account to see how many times the form has been paid.

In the folder containing all documents completed from your form (these are created automatically and named after your form), you’ll see all individual documents and the status of each.

Here are detailed guides for each payment gateway PandaDoc integrates with:

Want to learn more about collecting payments through PandaDoc Documents? Check out our Processing Payments with PandaDoc course on the PandaDoc Learning Academy!