Add and collect payments with Forms

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Eugenia Brown
  • Updated

Availability: Business* and Enterprise* plans

* 250 docs per year per account are included. You can purchase additional forms at $2 per document.

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:

  1. Connect one of the following payment applications: Stripe, PayPal, QuickBooks Payments, Square, or Authorize.net
  2. Add a payment app to your form
  3. Publish your form

Here’s a detailed description of each step.

Connect a payment gateway

Go to Marketplace > Payment gateways, then connect your payment app to PandaDoc.

Add a payment to your form

  1. Open your form, then click on the Apps icon on the right panel
  2. Click on Payment to add it
  3. Assign a payer: Which one of your form's roles will be paying?
  4. Set a payment amount
Add_a_payment_app.pngSet_up_your_payment.png

If you don’t see the payment app icon, make sure you’ve unpublished your form first.

Unpublish_form.png

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.

Configure_payment_gateway.png

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.

Publish_form.png

If you’ve already added 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 add the form on your website, click Get code and copy the form code. Next, add the code to your website editor. Here’s a more detailed guide on how to publish forms.

Get_code.pngCode_view_.png

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.

Recipient_view_-_enter_info.png

Their next steps are to fill out the form, sign it, and click Finish to finalize the signature.

Finish_doc.png

Then, they’ll click Pay to proceed to payment.

Make_a_payment_screen.png

If you have multiple payment methods set up, the form recipient will select one to use.

Select_payment_method.png

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.

Paid_overview.png

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: 

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

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