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 receive a notification that the document is waiting for payment. Once they open the document, there will be a Pay button at the top
- Once they click Pay, 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)
The customer will see a message "You’re about to activate recurring payments" in case recurring charges are set.
If they are paying with a Credit Card:
Your customer will be prompted to enter their 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:
We'd like to hear what you think! Please submit your feedback or request a payment method here.