Add a payment to your document, template, or form

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Eugenia Brown
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See a more detailed setup guide for your gateway here:

Note:

PandaDoc does not store, transmit or process payment card data. All payments are processed by payment gateways.

To add a payment to your document, template, or form:

  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
  4. Send a document or publish a form! 
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Pricing table payments 

Availability: Essentials, Business, and Enterprise plans

You can easily automate payments in your documents with pricing tables. If you choose Pricing table as a source in the payment app, the payment amount will sync once your recipient chooses a product and/or changes its quantity. Here’s how it works!

Start by opening your document, template, or form, then follow these steps:

  1. Go to Apps in the right panel, then click on Payment to add it.
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  2. Assign a payer.
  3. Change currency, if applicable.
  4. Choose Pricing table as a source. (If your recipients won’t be interacting with your pricing table, choose Custom amount and set the amount manually.)

    Note:

    If you have several pricing tables in your template, document, or form, select only those that will be included in the payment amount.
  5. (Optional) Change the percentage of total your recipient will pay.
  6. Confirm that your payment methods are set up correctly. If necessary, edit them.
  7. Send your document or publish your form.

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Your recipient will see a pop-up notification that online payment is available. When the recipient chooses a product in your pricing table and/or changes its quantity, the payment amount will sync with the pricing table total once your recipient clicks Finish.

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Quote builder payments

Availability: Business* and Enterprise plans
*Quote builder is a part of our CPQ add-on

Quote builder allows you to collect both regular and recurring payments. Automatic recurring payments are available via Stripe. Simply add a product with recurring payment from your Catalog, add your payment app to the document, and send it to your recipient.

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Once the recipient proceeds with the payment, they will see a notification that they are about to activate recurring payments.  mceclip0.png

Note:

There is no option to change the percentage of the total your recipient will pay if you use the quote builder block.

Learn more about quote builder and recurring payments.

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