Add a payment to your document, template, or form

See a more detailed setup guide for your gateway here:

• Stripe
• PayPal
• QuickBooks Payments
• Square
• Authorize.net

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

1. Select Extensions on the right panel
2. Select Payment to add it
3. Set it up: assign the payer, set a due date, payment amount, and installments 
4. Send a document or publish a form! 

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 extension, 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 Extensions on the right panel, then click on Payment to add it.
   
   
2. Assign a payer.
3. Change currency, if applicable.
4. (Optional) Select a due date. By default, the payment due date is the same day as document completion. However, you have the option to customize the payment due date to be 7, 15, 30, or 45 days after document completion. An automatic reminder for payments with a set due date is sent three days before the payment is due. 
5. 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.
6. (Optional) Change the percentage of total your recipient will pay.
7. Confirm that your payment methods are set up correctly. If necessary, edit them.
8. Send your document or publish your form.

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.

 

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 extension to the document, and send it to your recipient.

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

Learn more about quote builder and recurring payments.

Want to learn more about collecting payments through PandaDoc Documents? Check out our Processing Payments with PandaDoc course on the PandaDoc Learning Academy!