PayPal

Availability: All plans

With our PayPal integration, you can request a payment right from the document using the payment app. 

Enable the integration

1. Go to Settings > API & Integrations > Find PayPal. Select the integration, then click Connect;
2. Sign in to your existing PayPal account (or create a new one);
3. Once done, you will see a confirmation screen that the authentication has been successful.

If you are seeing your PayPal home page instead of a Successful Connect screen, clear your Internet browser cache and cookies and try connecting again. 

Add a payment to your document or template

1. Click Apps on the right panel
2. Click on “Payment” to add it
3. Set it up: assign the payer and set a payment amount 

Send the document and collect payment

1. Once you are ready, send out your document.
2. Your recipient will open the document and complete it. The document status will become Waiting for payment. 
3. To proceed to payment, they click the payment icon in the top right and click “Pay”
4. Next they proceed to paying through PayPal;
5. Once the payment has been cleared, the document status will become Paid. You and your recipients will receive a confirmation email to notify you the payment has gone through