Now you can securely collect payment info from your signers and import it directly into your Stripe account. In Stripe, just access the payment data and process the payment.
Plan availability: all plans
Connect your Stripe account to PandaDoc
Go to Settings > Payments, click “Stripe” > Connect and sign into your Stripe account
Collect payment information
- Add the “Card Details” field on the document;
- Assign it to the recipient whose information you’re collecting;
- Send the document;
- Recipient opens the document and submits their payment info;
To access their payment information:
Open your Stripe account and click on “Customers” on the right. In the Description column, find the document name and click on it. Scroll down to the Cards tab and unfold it to view the payment info. From there, you can create a subscription or a one-time charge.