Every business needs money to grow, so cash flow metrics are the lifeblood of any growing company. You already know that PandaDoc allows you to create, send, track, and eSign sales documents, but now accept payments with the new Square integration.
Meet Square, our new Payments partner
Square gives you everything you need to accept payments and run your business from one platform. Square creates tools that help you start, run, and grow your business. With transparent pricing, analytics, PCI compliance, end-to-end security, software, online tools, and hardware for on-the-go and countertop sales.
Accept online and in-person payments
Over 2 million businesses use Square to accept card payments online, take payments remotely over the phone or computer, and in-person at their store.
Now you can accept online payments with Square right from PandaDoc documents when the deal is signed. In addition to online payments, Square offers numerous options for getting paid fast, including point of sale solutions and hardware for taking payments.
No setup or monthly fees
With Square, you only pay when you make a sale. There are no long term commitments, hidden fees, or surprises.
With Square, you can Accept Visa, Mastercard, Discover, and American Express cards at 3.5% + 15¢ for every keyed-in transaction.
Don’t miss a special offer for PandaDoc customers: sign up for Square here to redeem your free processing! Process your first $1,000 with zero fees.
Clear pricing, fast deposits
With Square, you pay a flat rate per tap, dip, or swipe for Visa, Mastercard, Discover, American Express, and get your money as soon as the next business day. Transparent pricing and predictable expenses make things easier when it comes to financial planning and forecasting.
Easy to connect
Square Payments are available for all PandaDoc users. It’s easy to set up in just a few clicks and start accepting online payments right from the signed proposals, quotes, or contracts.
Watch this video to learn how to enable Square payments for your PandaDoc account and start accepting online payments.
Step 1. Enable the integration
Simply head to the Workspace Payment Settings and connect your Square account. Once you enabled Square payments for PandaDoc, it’s just a few simple steps to add a payment request to your document.
Don’t have a Square account yet? Sign up for Square now and process your first $1,000 without any fees.
Step 2. Add a payment block
Step 3. Select the payers
Now, you’re ready to go. Looking for a more detailed guide? Check out our Help Center article for detailed instructions.
New to PandaDoc? Start a PandaDoc free 14-day trial to see how PandaDoc can help you close more deals. Don’t have a Square account yet? Sign up for Square now and process your first $1,000 without any fees.