Availability: Business and Enterprise
Note: We're gradually rolling out the Collect Payment step in the workflow builder to Starter plan users, so you might not see it in your account right away. Only Stripe is available as a payment gateway on the Starter plan.
Note: Some payment gateways charge transaction fees. See fee details for Authorize.net here.
Our new Authorize.net integration allows you to request one-time or recurring credit card payments directly through PandaDoc documents.
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In the new experience, payment is not a block you drag into the document body. Instead, you configure it as a Collect payment workflow step on the template. Every document created from that template will automatically include the payment step.
Enable integration
Select the gear icon in the lower-left corner to access Settings, then select API & Integrations. Next, select Authorize.net, then click Connect
Sign in to your Authorize.net account (or create a new one)
Once done, you will see a confirmation screen that the authentication has been successful
Note: Only the Account owner and users with an Admin or a Manager role can connect Payment gateways.
Note: If you had another payment gateway connected previously, you’ll need to select the gear icon in the lower-left corner and go to Document settings, then select Authorize.net as a primary payment gateway.
Add a payment to your document or template
Open your template (or create a new one). The workflow builder panel appears on the right.
Select + Add step, then choose Collect payment from the dropdown.
If you haven't connected a payment gateway yet, you'll be prompted to connect one. Follow the on-screen instructions to complete the setup.
Under Payer roles, assign which role is responsible for payment. Select + Add role to include additional payers if needed.
Note: If multiple payers are assigned, the document moves to Paid status when any one of them completes payment.
Set the Amount:
Auto — calculates automatically from pricing tables or quote builder blocks in the document.
Fixed custom amount — enter a specific value.
Under Settings, configure:
Payment type: One-time (default), Recurring, or Installments. Learn more about installments and recurring payments.
Due date: Upon document signing (default), or Net 7, Net 15, Net 30, Net 60, or a custom date.
Under Payment methods, confirm the correct method is listed. Select Edit to add or update payment methods.
Select Use this template to proceed to document creation and sending.
Send the document and collect payment
Once you are ready, send out your document
When your recipient opens the document they see a pop-up “Complete this document and pay”. They fill out the required information and select Finish at the top of the page. After that, the document status will become “Waiting for payment”
To proceed to payment, they click Continue to payment
They will be required to fill out their credit card number, expiration date, and CVV code, then they can make the payment
Note: PandaDoc supports Visa, MasterCard, Discover, and American Express for payments through the Authorize.net integration — even though the AMEX logo doesn’t appear on the checkout page.Once the payment has been cleared, the document status will become “Paid”
You and your recipients will receive a confirmation email to notify you the payment has gone through.
Warning: Required fields in the payment form are not supported. You can modify field settings in Authorize.net. Go to Settings > Payment form > Form fields and make sure that the Required column is unchecked.
Set up recurring charges in PandaDoc
You can set up recurring charges in your catalog and collect them via Authorize.net with a help of a quote builder.
Note: Quote builder block is available on Business and Enterprise plans.
Next, add a product with a recurring price to the catalog (available billing period options: Weekly, Monthly, Quarterly and Annually)
Open your template, and select + Add step, then choose Collect payment from the dropdown.
Repeat to add the the Prepare quotes step.
Select Use this template option in the top right to proceed.
In the 'Prepare quotes' step, add products with the recurring pricing to your quote builder block.
Proceed to 'Set up payment' step and assign a payer
Make sure that the needed quote(s) is chosen for the payment
Send your document
Recipient view:
Once the client pays, a new subscription record will be created in your Authorize.net account under “Recurring Billing” and the next recurring charge will be collected automatically from the subscription.
Warning: The maximum subscription duration is 3200 payment occurrences.
Set up recurring charges in Authorize.net
Alternatively, you can set up recurring charges manually in Authorize.net after any one-time charge made through a PandaDoc document.
After any charge made via PandaDoc documents, new customers are located in your Authorize.net account with associated billing info
Then, in Authorize.net, go to Tools > Recurring billing > Create New ARB Subscription. Enter the client's details and Submit