Availability: Business*, Enterprise*
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The Forms feature allows you to collect payments along with signatures.
This functionality works the same way as with PandaDoc documents. Simply follow these three steps:
- Connect one of the following payment applications: Stripe, PayPal, QuickBooks Payments, Square, or Authorize.net
- Add a payment app to your form
- Publish your form
Here’s a detailed description of each step.
Connect a payment gateway
Go to Settings > Payment gateways, then connect your payment app to PandaDoc.
Add a payment to your form
- Open your form, then click on the Apps icon on the right panel
- Click on Payment to add it
- Assign a payer: Which one of your form’s roles will be paying?
- Set a payment amount
Note:At this moment, the pricing table total and payment amount do not sync. This means that if the pricing table total changes, the payment amount will not change automatically — you’ll need to update it manually. Our team is working to add this functionality in 2021.
If you don’t see the payment app icon, make sure you’ve unpublished your form first.
If you see a message that reads, “Configure payment gateway before sending form with Payment,” you’ll need to connect a payment application (Stripe, Square, etc.) to your PandaDoc account. Simply click on Configure gateway, then follow the instructions.
Now you’re ready to accept payments!
Publish your form and accept payments
Once you’ve set up your payment and updated your form (if necessary), click Publish in the top right corner.
If you’ve already embedded your form on your website, you don’t need to do anything else. Your form will update with the payment app once you click Publish.
If you need to embed your form on your website, click Get code and copy the embed code. Next, add the code to your website editor. Here’s a more detailed guide on how to embed and publish forms.
Now let’s look at how the recipient will make a payment via your form.
The recipient will start the payment process by adding their contact information.
Their next steps are to fill out the form, sign it, and click Finish to finalize the signature.
Then, they’ll click Pay to proceed to payment.
If you have multiple payment methods set up, the form recipient will select one to use.
You’ll receive an email notification once the document has been paid. Note that this doesn’t mean the payment has successfully hit your account — please check your payment app account to verify the payment has gone through.
You can check the form in your PandaDoc account to see how many times the form has been paid.
In the folder containing all documents completed from your form (these are created automatically and named after your form), you’ll see all individual documents and the status of each.
Here are detailed guides for each payment gateway PandaDoc integrates with: