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.
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.
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.
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.
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.
Want more customization?
Connect QuickBooks payments to your document processes with our API.
A powerful tool combination
Save time generating invoices
Set up your payment preferences on your template and your PandaDoc documents and invoices will inherit those settings or generate an invoice with information from an existing proposal. It’s fast and easy to customize the invoice for your customer.
Secure payment processing
Credit card companies require merchants to follow strict security guidelines, called DSS PCI Compliance. Intuit QuickBooks provides helpful tips for your business to be PCI compliant when you collect credit card information from customers.
Easily track every payment status
PandaDoc makes it easy for you to quickly see the number of documents waiting for payment, as well as the payment status of your other documents. Now staying organized is easy — just find the proposals in the “Waiting for Payment” status.
Got questions? We have answers.
How much does it cost to use QuickBooks Payments?
How do I collect recurring payments?
Can I use PandaDoc payments for quotes?
I use a different payment gateway. Can I connect it to my PandaDoc account?
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