How do I add a payment to a document?

Adding payment to a document is easy to do once you have a payment provider integrated. PandaDoc integrates with several payment providers:

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

Once one of these is integrated with your PandaDoc workspace, it is best to add the payment option to the template, so you do not have to worry about or forget to do it when you send the document. 

With the template open, click on the 4th icon down on the right of the screen; This is the Apps Icon. Next, click +add in the payment section. 

Once added, a new screen will appear on the right. Here you need to add which Role will be responsible for payment, currency, payment amount, and payment method - you can have both Credit Card and Bank Transfer turned on if your provider allows it. 

And that’s it, your template and documents are ready to go for payment collection. 

Quick Notes:

• What does payment look like from the recipient’s point of view? You can read up on this here. 
• How can I set up recurring charges? You cannot do this within PandaDoc, unfortunately, but you can set this up on a few of the integration sites: Square, Stripe, and Authorize.net.