What does this Integration do? This integration will allow you to setup a “payment” content block for your recipients to pay directly through Stripe.com (Credit Card only) and your PandaDoc document. This can be setup on the document and template level, using the PandaDoc editor. You can only have one (1) payment block added, per template/document.
Feature availability: Enabled for all Business and Enterprise plan by default. This feature is available in our in Add-on Store. Please go to the “Add-on Store” found on the bottom left of your account to locate and enable. Click here to learn more about the Add-on Store.
Payment Description name in Stripe.com: When the payment has been accepted in Stripe, it will have the name of the PandaDoc Document for the title of the Description for payment.
Why does my customer see a $1 charge when their payment failed? Please see more details from Stripe Support about this here.
How to use Stripe Integration in multiple workspaces? For PandaDoc Enterprise plans, you have the ability create multiple workspaces. To enable the Stripe integration across multiple workspaces, you will need to have it enabled by different users in PandaDoc. These users would need to be either an Admin or the Account Owner in PandaDoc. You will also need to separate Stripe accounts for each workspace.
Step 1-A: Enable access to Stripe Once you have enabled the Stripe.com integration in the Add-on Store… Go to Settings > Integrations > find Stripe and click on the On/Off Switch.
Step 1-B: Next, click on “Connect Stripe”
Step 1-C: Setup of your Stripe.com account. Here you can login or you can sign up for a new Stripe.com account. Either login or complete the Stripe.com sign up form.
Step 1-D: Confirmation from Stripe.com, that you have been connected. Once you have completed the above form or logged in, you will receive a confirmation screen that the authentication has been successful.
Step 1-E: Setup of Stripe.com, collecting Billing details. Here you will see an option to “check” if you want to collect Billing Address information when your recipient completes a payment using the Stripe.
Step 2-A: Using the integration with your PandaDoc Documents and Templates. Shown below is showing an example document. Please note when you add the payment block, it will be added the bottom of the template or document. This is done to for ease of use for your recipients to understand your document content and then to make payment.
Step 2-B: Payment Block Options for Document and Templates. Once the block has been added, you will see a list of options on the right side. This is how you can configure the Payment block. Shown below is the document level, you can select a recipient. (For templates, you will be able to choose a “Role”)
Currency – You can set the currency for the payment
Payment Amount – Here you have two choices “From Pricing table” (If you have used a PandaDoc pricing table) or a custom amount. Show here we are using the pricing table. Please note: If you are using multiple tables, you can add both tables to the invoice.
Percentage of total – Here you can set a percentage of the amount of the payment. Excellent option if you want your recipients to make a “down payment”.
Payment Amount – The current amount to be paid.
Step 2-C: Text field options Next, you can modify the text that is shown on the payment block. This could be used as an invoice. Options included, “Title”, “From” “To”, “Custom Message” and “Custom Terms and Conditions”. Please note: You can use Tokens in the “From”, “To” field sections. A good use case is using a Template Role Tokens to populate the First, Last, Email Address and Company information.
Step 3-A: Sending the PandaDoc document to recipient to review and make payment. Once you are ready and you have sent out the document. Next step is when your recipient opens the document, they will have an option to make the payment by clicking on “Submit Payment”
Step 3-B: Submitting the payment. For the Stripe.com payment to go through, they will need to add their Credit Card Number, Expiration date and CVV code. Also include options to be remembered (for future payments) and requires phone number to be added. Once done, click on the blue “Pay” button
Step 3-C: Successful Payment Once the payment has been cleared, the payment block (invoice) will now show “PAID”.
Step 4: Confirmation via email that the document has been paid. Once the payment has been posted, you the sender of the document will receive an email to let you know the payment has been made.
Step 5: Reviewing “Paid” document If you go to your PandaDoc Dashboard, you will be able to find these documents under the “Completed” status, and it will have a Status of “Paid”.
Step 6: Send Payment Reminder. At any time, if you are awaiting payment for your document, you can send your recipients a reminder. Click on Recipients on the right, click on the recipient name and you will see “Payment Reminder”.
Setup Subscriptions through Stripe.com Stripe allows you to make additional charges or set up a subscription for any customer that you have (in your Stripe account) with associated billing details (CC info)