Fast connection with your Square account
You don’t have to re-invent the wheel. Simply connect these two powerful systems to accept credit card payments online right from sales documents and create a seamless and smooth customer experience.
Square payments in PandaDoc
Collect online payments through Square’s online payment gateway immediately when your customers sign the deal.
No credit card required
Payments made easy
Secure card payment processing
Payment processors require merchants to follow strict security guidelines. PandaDoc does not process or store any payment details. Square maintains PCI compliance so rest assured your customer’s data is secure.
Reminders for outstanding payments
Don’t let late payments leave you short-handed. Instead, you can click one button and send a friendly reminder to your recipient to submit their credit card payment details in your document.
Get paid faster
Automatically request online payments when your deal closes
Stop waiting for weeks to get paid
Request payment seconds after your customer signs the deal by adding a payment block to your proposal, contract or invoice. PandaDoc customers typically receive payments in just 2 days.
Request a down payment
This is just one of the flexible payment options that the PandaDoc payment block provides. Secure your payment immediately by requesting a fixed amount or a percentage of the total deal amount.
Initiate recurring payments
Do you sell subscriptions or recurring services? Collect the billing details and initiate the first time payment by adding a payment block to your document and then set up the recurring payment in your Square dashboard.
Get paid instantly with PandaDoc + Square
Let customers sign and pay in one smooth flow. Automate payments, reduce delays, and keep every deal moving without manual follow-ups.
Generate invoices with one button
Save time by setting your payment preferences at the template level and then your documents will inherit those settings. Or generate an invoice with information from your existing proposal.
Stay organized
Stop wondering if you’ve been paid or not. You can quickly see the number of documents waiting for payment or filter your documents based on their payment status. If you receive a payment with another form simply change the document status manually.
Create documents with pre-set payment settings
Generate proposals, quotes, contracts, and invoices from custom templates with pre-set payment settings. Define payment information, payer roles, recipients who should receive a copy of the doc, and how the payment amount is calculated for each new document created from the template.
Your total cost will include a Square fee. Check Square’s website for more details on their transaction fees. As for PandaDoc, there is no fee for transactions.
Check out our step-by-step guide to get started.
It’s easy — just initiate the first time payment through the PandaDoc payment block, and then go to your Square dashboard to set up recurring payments within your account.
PandaDoc plays well with many other payment gateways. Check them out here.
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