Get paid faster
Request payments when your deal closes with one click.
Add a Stripe editable payment block to specify payee details and payment terms and conditions. The payment amount is auto-populated with the pricing total from the pricing table in your quote. Adjust the percentage to pay or set up a fixed fee.
Request down payments
To request down payments, simply set the percentage of the total amount to pay once the document is signed. If you let your customers choose from optional items or edit the quantity, the amount to pay with Stripe is calculated for those selected/edited items.
Secure payment processing
Stripe is certified PCI Level 1 which is the highest level of certification available for payment processors. Since PandaDoc is a Stripe Verified Partner, we meet the stringent requirements of the Stripe Integration Security Guide.
Generate documents with pre-set payment settings
Generate documents 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.
Send reminders for payments due
In addition to auto-reminders for document signees, you can also remind customers about their outstanding bills and payments due. Just one click sends the email reminder right from the document when the payment is due.
Keep track of payment statuses
Track payment statuses right from your documents. Once the payment has been received, the document status is changed to Paid. When the payment is received with other methods, you can manually update the document’s stage.
Automate your payment collection process
Make it easy for customers to pay
Give your customers the choice of secure payment methods. They can use any form of online payments they’d like including debit cards and credit cards.
Get visibility into your contract lifecycle
Keep track of document activities and payment statuses with real-time notifications and analytics. Set up reminders to ensure deals keep moving forward.
Frequently asked questions
Payments are included with all PandaDoc proposal software plans. Please be aware that you will have to pay PandaDoc fees and Stripe charges.
Once the customer pays for a quote within the PandaDoc quoting software, the associated billing info is stored in your Stripe account. You can then set up subscriptions and other charges using the Stripe functionality.
Yes, you can send any document for eSignature. Our electronic signature software includes standard and advanced capabilities like signing order, custom fields, masked fields, and the ability to upload or enter information by a recipient. More features than our competitors typically offer with their more expensive plans.
Our help center article can help! Read more here.