Availability: Business and Enterprise
Note: Some payment gateways charge transaction fees. See fee details for PayPal here.
With PandaDoc's PayPal integration, you can collect payments directly from your documents. In the new document and template experience, payment is configured as a Collect payment step in the workflow builder — not as a right-panel extension inside the document editor. Every document created from a template with this step will automatically include payment collection.
Connect your PayPal account to PandaDoc
Note: Only the Account owner and users with an Admin or Manager role can connect payment gateways.
You can connect PayPal in three ways:
From a template via the Collect payment step — open your template, select + Add step in the workflow builder, choose Collect payment, then follow the on-screen prompts to connect PayPal.
From within a document — open any draft document, select the horizontal ellipsis (three dots) button at the top right, then select Document properties. In the Payments section, toggle on Payments and select Connect next to PayPal.
Via Settings — go to Settings > Integrations > PayPal, then select Connect and sign in to your PayPal account.
Once you authenticate with your PayPal account, you'll see a confirmation screen that the connection was successful. If you land on your PayPal home page instead, clear your browser cache and cookies and try connecting again.
Add a Collect payment step to your template
Open your template. The workflow builder panel appears on the right.
Select + Add step, then choose Collect payment.
If PayPal isn't connected yet, follow the prompts to connect it.
Under Payer roles, assign which role is responsible for payment.
Select + Add role to include additional payers if needed.Note: If multiple payers are assigned, the document moves to Paid status when any one of them completes payment.
Set the Amount:
Auto — pulls the total from pricing table or quote builder blocks in the document.
Custom — enter a specific value.
Under Settings, configure:
Payment type: One-time (default). Learn more about installments.
Due date: Upon document signing (default), or Net 7, Net 15, Net 30, Net 60, or a custom date.
Under Payment methods, confirm PayPal is listed. Select Edit to add or update payment methods.
Add a payment to your document
Select the horizontal ellipsis (three dots) button at the top right, then select Document properties.
In the Payments section, select Manage payments.
Under Payer roles, assign which role is responsible for payment.
Select + Add payer to include additional payers if needed.Note: If multiple payers are assigned, the document moves to Paid status when any one of them completes payment.
Set the Amount:
Auto — pulls the total from pricing table or quote builder blocks in the document.
Custom — enter a specific value.
Under Settings, configure:
Payment type: One-time (default). Learn more about installments.
Due date: Upon document signing (default), or Net 7, Net 15, Net 30, Net 60, or a custom date.
Under Payment methods, check if PayPal is listed. Select Edit to add or update payment methods.
Send the document and collect payment
Once you're ready, send your document.
Your recipient opens the document and completes it. The document status changes to Waiting for payment.
To proceed to payment, the recipient selects the payment icon and selects Pay.
The recipient completes payment through PayPal.
Once the payment clears, the document status changes to Paid. You and your recipients receive a confirmation email.
In PayPal, you can find accepted payments in the Recent Activity section. The transaction details include the document name and URL.