Here’s what your customer will need to do in order to pay on a PandaDoc document:
- First they look through the document, sign and finalize it
- After the document is signed and finalized by all parties, the customer will see the Pay button at the top. They click on it to proceed to payment
- Next, they will have payment options to choose from (if you have set up multiple payment methods like Credit Card, PayPal and ACH in your payment block settings)
If they are paying with a Credit Card:
You customer will be prompted to enter their email address, CC number, expiration date and CVV code.
If they are paying with a bank transfer (ACH through Stripe):
See here details on paying through ACH.
If they are paying with PayPal:
Your customer will click "pay with PayPal" and will be transferred to their PayPal account:
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