This integration allows you to setup a “payment” content block for your recipients to pay directly through Stripe.com via a Credit Card or an ACH Payment on your PandaDoc document.
Plan availability: all plans
There's a couple of things you need to know:
- When the payment has been accepted in Stripe, it will have the name of the PandaDoc Document for the description title for the payment;
- Your customer will see a $1 charge when their payment failed. See more details from Stripe Support about this here.
- Pricing table total must be at least 50 cents or more so that you can use the integration;
- To enable the Stripe integration across multiple workspaces, you will need to have separate Stripe account for each workspace.
Enable the integration
- Enabled Payments in the Add-on Store (note, only account owner can enable it);
- Go to Settings > Payments > Find Stripe.com. Click on the integration and click Connect;
- Create a new account with Stripe or sign in into your existing one;
- Once done, you will see a confirmation screen that the authentication has been successful.
- Next, you can enable two settings: Collect user's billing information at checkout and ACH payments. You can modify them later too.
Set up the payment block
You can use the integration with both templates and documents, but we recommend adding and configuring the payment block on templates so that all documents created from the template inherit the settings.
the integration works on editable templates and documents only.
Open a template/document, go to Content > Blocks, click Payment. The payment block will be added at the end of your template or document.
You can only have one (1) payment block added, per template/document.
Payment Block Options
Once the block has been added, you will see a list of options on the right side to configure it:
Settings (Credit card Form, ACH Form): enable/disable a payment option.
Payer: Choose “Any recipient” or assign a specific role/recipients to the payment block.
Note:if it's a specific recipient, you must assign a field to them for them to be able to complete the document and make the payment.
Currency: set payment currency.
Payment Amount: you have two choices - pull from Pricing table or set a custom amount. If you're using multiple pricing tables, you can add all of them or select some.
Percentage of total: set a percentage of the payment amount. Excellent option if you want your recipients to make a “down payment”.
Payment Amount – review the current amount to be paid.
Payment block text options
You can modify the text that is shown on the payment block. You can use it as an invoice. Options included are “Title”, “From” “To”, “Custom Message” and “Custom Terms and Conditions”.
You can use Tokens in the “From”, “To” field sections. A good use case is using a Template Role Tokens to populate the First, Last, Email Address and Company information.
Send the document and collect the payment
- Once you are ready, send out your document.
- Your recipient will open the document and first they complete it. The document status will become Waiting for payment. Once they've finalized the doc, they will click “Submit Payment”.
- Next, the payer will see the options to make the payment (if you have both ACH or Credit Card);
- In case they choose CC, they will be required to fill out their Credit Card Number, Expiration date and CVV code, then they can make the payment;
- In case they choose ACH, they will be asked to connect and verify their bank account. Besides that, for verification purposes, two micro deposits will be issued to their bank account. The verification can take up to 2 days to process.
- Once the payment has been cleared, the payment block (invoice) will now show “PAID”. The document status will become Paid. You will receive a confirmation email to notify you the payment has gone through.
Note:if your document has more than one signer, all of them must complete the document. Only then, the document can be paid.
If the payment was made through another solution, you can change document status to Paid manually.
Expand for more details on ACH payments
If the payee has used the ACH payment option and needs to set up their bank account, the following statuses can help you understand the process and current status of the payment:
- Bank Info Submitted - that’s the first step of the manual verification flow. After adding the bank, it needs to be verified. Verification is done via two small deposits into the bank account that Stripe will automatically send. These deposits will take 1-2 business days to appear on the customer’s online statement.
- Bank Account Verified - Payee needs to complete the setup of the bank account, using 2 micro deposits.
- Bank Verification Failed — Payee was unable to set up their bank account to complete the payment.
Send Payment Reminder
If you are awaiting payment for your document, you can send your recipient a reminder. Click on Recipients on the right, click on the recipient name and you will see “Payment Reminder”.
Expand to learn how to set up recurring charges through Stripe.com
Stripe allows you to make additional charges or set up a subscription for any customer that you have (in your Stripe account) with associated billing details (CC info) View more details on Stripe.com.
1) After any charge made via PandaDoc documents, new customers are located in your Stripe account with associated billing info.
2) Then using Stripe’s functionality, you can set up subscriptions or make additional charges for the customers created via PandaDoc docs (same as for any others they have there).