Get secure ACH payment processing with PandaDoc.
No credit card required
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.
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.
ACH payments help you streamline the entire process compared to credit cards or paper checks. That can add up to significant long-term savings.
Set up ACH payments one time and you’re good to go for recurring billing on a weekly, monthly or annual basis.
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.
Go to Settings in your PandaDoc account, then click API & Integrations and select Stripe. Create an account or sign into an existing one.
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.
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.
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.
Kelsey Boyd
Director of Business Systems & Processes
Collect payments from your clients in real-time when they accept your proposal.
Finance
Finance teams can include ACH payment options directly within proposals and manage recurring payments, allowing clients to approve and pay in one step. This eliminates manual follow-ups and speeds up cash flow.
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.
Learn how to add a payment to your document
PandaDoc makes it easy to add a payment method directly to a document or template. Simply assign the payer and set the payment amount.
Save time with recurring payment options
Setup recurring charges in your catalog and collect them via Stripe.
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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.
ACH payments take up to seven business days to be reflected in your Stripe account’s available balance.
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.
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.
Yes, PandaDoc only works with trustworthy payment processors like Stripe, Authorize.net, Square, QuickBooks, and more. PandaDoc uses tokenization to protect payment information.
