Skip to main content
Mobile Site Logo

QuickBooks Payments

Quickly accept credit card payments in your PandaDoc proposals and track your transactions in Intuit QuickBooks. Get paid seconds after your customers sign the deal.

No credit card required

Get paid faster

Automatically request online payments via QuickBooks Payments after your deal closes.

Document Integrations Payment

Stop waiting to get paid

Add a QuickBooks payment block to your proposal and PandaDoc will automatically request payment from your merchant services account after your customer signs the deal.

Payments

Easy down payments

Select a flexible payment option to collect down payments on your products or services – by requesting a fixed amount or a percentage of the total deal amount.

Payments Card

Initiate payments in PandaDoc and convert them to recurring payments in QB

Collect the first time payment in PandaDoc and easily tie that to a recurring subscription in your QuickBooks virtual terminal.

Payments Email Notifications

Send friendly reminders to pay

Avoid implementing a collections process. Instead, click one button, and send a friendly reminder to your doc recipient to submit payment in the document they signed.

Api Send Document

Want more customization?

Connect QuickBooks payments to your document processes with our API.

A powerful tool combination

Narrow - People Working

Got questions? We have answers.

  • QuickBooks online doesn’t charge a monthly fee. Instead, they charge varying rates for each type of transaction. Click here to see their payment solutions rates .

  • It’s easy — just initiate the first payment through the PandaDoc payment block, and then go to your QuickBooks virtual terminal to set up recurring payments.

  • Yes! Use PandaDoc pricing tables to communicate and agree upon the quote and then convert that to an invoice with your QuickBooks payment block and collect payment.

  • Yes, you can! PandaDoc plays well with many other payment gateways. Check them out here .

Streamline your document workflow

Get personalized 1:1 demo with our product specialist.

  • Tailored to your needs

  • Answers all your questions

  • No commitment to buy

Chili Piper

ChiliPiper increased their close rate by 28% after implementing PandaDoc.

Disclaimer

Parties other than PandaDoc may provide products, services, recommendations, or views on PandaDoc’s site (“Third Party Materials”). PandaDoc is not responsible for examining or evaluating such Third Party Materials, and does not provide any warranties relating to the Third Party Materials. Links to such Third Party Materials are for your convenience and does not constitute an endorsement of such Third Party Materials.