See how easy it is to set up ACH payments in PandaDoc
Forget cash and paper checks. Proposal software with embedded payments makes it easy to collect money online and eliminate transaction fees and long wait times.
Proposal software with ACH payments
Collect ACH payments directly from contracts and quotes
Get secure ACH payment processing with PandaDoc.
No credit card required
Over 50,000 customers use PandaDoc to collect ACH payments
Why collect payments through ACH?
ACH payments let you transfer money securely between bank accounts. Instead of wire transfers or card payments. Banks process payments by sending digital files through the ACH network.
ACH payments are encrypted, making them more secure than other payment methods. They’re also typically faster and more cost-effective than paper checks.
From creation to signing to payment: do
everything in one convenient place
Accept payments with just a few clicks
Setting up ACH payments is easy. Connect Stripe to your PandaDoc account, add the banking transfer method to your document and wait until a customer pays you. Clients can expect a quick and seamless payment process. Collect payments at the point of signing, no need to waste time or switch between tools.
Enjoy low-cost transaction fees
ACH payments help you streamline the entire process compared to credit cards or paper checks. That can add up to significant long-term savings.
Never miss a payment
Set up ACH payments one time and you’re good to go for recurring billing on a weekly, monthly or annual basis.
Automate your collection process
You’ll never need to worry about your next payment. Once you ensure that the bank transfer method is enabled and recurring payments are set up, you’ll receive email notifications every time your customer pays you.
Setup couldn’t be simpler
Connect your Stripe account to PandaDoc
Go to Settings in your PandaDoc account, then click API & Integrations and select Stripe. Create an account or sign into an existing one.
Add Bank Transfer as a payment method
Once you’ve created a document, click Apps on the right panel and then Payment. You will get a window with payment methods. Select Bank Transfer.
Send a document and collect payment
Assign the payer, set a payment amount, and send a document to a customer. Once they sign it, they’ll receive a payment request automatically.
See how easy it is to collect ACH payments in PandaDoc
"PandaDoc is making this so much more efficient than it once was. The Hiring Packages are a breeze to send to candidates… this would’ve been a time-consuming administrative burden if it weren’t for PandaDoc."
Director of Business Systems & Processes
Where to use ACH payments
Proposals
Collect payments from your clients in real-time when they accept your proposal.
Contracts
Simplify your workflow. Seamless transaction processes enable you to collect money directly from client contracts.
Invoices
You can accept a bank transfer from your paid invoices in just a few clicks.
Quotes
By offering the ACH payment option in your quotes, customers have the ability to make secure payments in seconds.
See how easy it is to set up ACH payments in PandaDoc
Make payments easier for your teams and your customers
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Frequently asked questions
What does “ACH payment” mean?
ACH stands for Automated Clearing House payment. It’s used for electronic payments and money transfers from one bank account to another. The transfer comes without a need for a paper check, credit card or wire transfer.
How long does an ACH transfer take?
ACH payments take up to seven business days to be reflected in your Stripe account’s available balance.
How do I set up recurring ACH payments?
In order to set up recurring charges and collect them via Stripe, use a quote builder available as part of the PandaDoc CPQ add-on. In your PandaDoc account, connect Stripe to PandaDoc. Then, add a product with a recurring price to the catalog. There are three options available for recurring billing: Weekly, Monthly, and Annually. After that, add a payment app to your document and choose the payer. Finally, select a quote and send the document.
I use another gateway payment option. Can I switch it to Stripe?
In order to set up recurring charges and collect them via Stripe, use a quote builder available as part of the PandaDoc CPQ add-on. In your PandaDoc account, connect Stripe to PandaDoc. Then, add a product with a recurring price to the catalog. There are three options available for recurring billing: Weekly, Monthly, and Annually. After that, add a payment app to your document and choose the payer. Finally, select a quote and send the document.
Is PandaDoc’s payment collection software secure?
Yes, PandaDoc only works with trustworthy payment processors like Stripe, Authorize.net, Square, QuickBooks, and more. PandaDoc uses tokenization to protect payment information.